How to Set Up & Edit Your Company Profile

Your FINSYNC company profile is what allows you to:\

  • Set up information for tax/payroll purposes. 
  • Share/control user access to your team member(s).
  • Set up your billing account for your FINSYNC subscription fee. 

To begin setting up your profile, follow the steps outlined below:

1. Click on the Company Profile Icon in the top right corner of the screen.

2. Click on Account Settings.

3. The landing page for your Account Settings will be your Company Profile page.

4. Here you can update:

  • Your business address and your contact information (both personal and business). 

5. Be sure to click on the green Save Changes button at the bottom of the page. 

Note: Be sure to navigate to other pages using the menu on the left-side of the screen to access other areas of your FINSYNC profile as it relates to settings and functionality.