How to Edit Your (and/or Your Firm's) Profile

Editing your profile ensures that your firm's updated information will appear when printing statements, ledgers, receipts, or checks.
  1. Beneath the top navigation menu, find the drop down menu labeled "demo@accountlegal.com."

  2. To edit your profile, select "Profile" from the drop down menu. Fill out the form and click on blue "Save Changes" button.

  3. To edit your firm's profile, select "Law Firm" from the drop down menu. Fill out the form and click on blue "Save Changes" button.

  4. You have successfully edited your (and/or your firm's) profile.