Firm setup
Firm Setup on the Business Manager rail is the same firm identity you entered in onboarding:
- Firm name
- Logo
- TIN / EIN
- Optional IRS TCC
- Mailing address
Staff names and 2FA stay under Settings → Account.
Firm Setup on the Business Manager rail is the same firm identity you entered in onboarding:
Staff names and 2FA stay under Settings → Account.