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Overview | Formitize Account Settings

How do I set up Two Factor Authentication (2FA) ?
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 Enabled...
Tue, 13 Oct, 2026 at 2:43 PM
Can I change my company's Tax Term?
You are able to change you companies Tax Term In the Web Portal > Settings Cog > Company Profile > Company Details > Enter your required Tax Ter...
Tue, 17 Jun, 2025 at 4:21 PM
How do I refer a friend?
Formitize's Refer a Friend Program is a great way to share the benefits of Formitize with other businesses while being rewarded for successful referrals...
Tue, 13 Oct, 2026 at 2:39 PM