Overview | Formitize Account Settings
All of your Account Settings can be customized here via the Settings Cog in the Web Portal in the top right corner. You will find everything that you c...
Tue, 5 Nov, 2024 at 9:04 AM
2FA can be set up for extra security for your users and company. In the Web Portal go to the Settings Cog > Security > 2FA Options > Select E...
Wed, 28 May, 2025 at 12:10 PM
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
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...
Tue, 5 Nov, 2024 at 9:02 AM