How to Edit Firm Information
In Taxaroo, you have the option to input both personal and business information. We use this information to customize your client's home page, displaying your business name, email, and phone number. This personalized branding enables your clients to easily stay connected with you.
To Add Personal Information:
Step 1: Access your account by logging in at https://app.taxaroo.com/login.
Step 2: Navigate to the Settings module and click on Firm Info.
Step 3: From there, you can either edit or view your personal information. Once you're done, click Save Updated Information.
To Add Business Information:
Step 1: Indicate that you are operating as "a business."
Step 2: Now, you can edit or view your business information. Be sure to click Save Updated Information when you are finished.