Overview | Formitize Account Settings

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
Can I view Formitize updates through my Partner Portal?
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...
Tue, 14 May, 2024 at 1:02 PM
How do I refer a friend?
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...
Wed, 8 May, 2024 at 12:41 PM