Formitize Help Desk

All of your Account Settings can be customized here in the Settings Cog in the Web Portal.  You will find everything that you could need or wan...

  2FA can be set up for extra security for your users and company. Web Portal > Settings Cog > Security > 2FA Options > Select Enabled > ...

Yes. You can change the name of your Tax Term in the Company settings. In the Web Portal, go to the Settings Cog > Company Profile > Company Detai...

You can easily view Formitize Updates by going to Web Portal > Partner > Feature Updates. There, you will see important updates that have been made as...

You can personally refer a friend easily, a couple of ways. You can go straight to the Refer a Friend page from this article. If you are a Formitize...