Overview

In this article, we are going to set up the firm's profile section of Audit Sight. The firm's profile allows you to customize your company details including Company Name, Website Link, and Address. T

Why this is important

It's important to add your Company Details, so Audit Sight can populate your client portal with the correct information and your monthly invoice has the correct sales tax information.

Note : This step is only required one time for your firm.

Step 1

To update your firm’s profile later, click settings located in the top right-hand corner of the application and select “My Firm Settings”.

Step 2. Add your Company Details

Fill in the blanks with your Company Details (Company Name, Website Link, Company Address, City, State, Zip Code and Country).

Step 3. Click Save