Knowledgebase

Articles

 How do I Add someone to My Client Account?

The first thing is to determine what you are adding them to your account for. If they are...

 How Can I Make Changes or Delete Users or Contacts On My Client Account?

If you are looking to set up a new Contact or User, please review this knowledgebase article To...

 How Can I Update My Contact Information?

All contact information can be updated in our Client Portal, go to the top right and select...

 I Cannot Change My Business Name or Main Contact Name.

For security reasons, changes to the name and business name of the Account Owner can only be...

 Do you support Two Factor Authentication?

Yes, we support Two-factor Authentication!In order to better protect your account, we are pleased...