Overview | Formitize Account Settings

Overview
All of your Account Settings can be customized here in the Settings Cog in the Web Portal. 
Tue, 18 Apr, 2023 at 11:40 AM
How do I set up 2 Factor Authentication?
  2FA can be set up for extra security for your users and company. Web Portal > Settings Cog > Security > 2FA Options > Select Enabled > ...
Mon, 13 Nov, 2023 at 9:09 AM
Can I change my company's Tax Term?
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...
Tue, 9 Apr, 2024 at 2:04 PM