Actionstep Practice Management stores information about your company and uses it in reports, invoices, documents, and email templates. Because of this, it's important that this information is entered correctly. At any time, you can review and update this information.
To do this:
- In Practice Management, click the organization menu icon, located at the top-left corner of the page.
- Select Contact Record. The contact record for your firm is displayed, showing the Overview tab for your firm's profile.
TIP: Pay close attention to your physical address, mailing address, and your tax number since these will appear on your client invoice.
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