In your website editor, you are able to change your business information, such as your name, phone number and address. To access this section, click on the “Global Settings” tab from the choices given on the left, as seen below.



When you click on this, a new page will open with choices to pick from. You will want to pick “Address Details,” the second option available.



Once you are in this section you can update your business information, such as:

  • Name
  • Professional Titles
  • PTIN Credentials
  • Professional Memberships



Remember to save any changes by clicking the blue “Save” button before closing window.



There you have it, a general overview of how to edit your business information. Should you have any questions about using any part of the system, please check out the additional articles we have available.