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:

1. In Practice Management, click the Actionstep icon in the top-left corner of the page. 

2. Click your firm name at the top of the list that appears.

   The contact record for your firm is displayed, showing the Overview tab for your firm's profile.

Note: If you're using the old toolbar, click the organization menu icon, located at the top-left corner of the page and click Business Contact Record.

Tip:  Pay close attention to your physical address, mailing address, and your tax number since these will appear on your client invoice.

Updated June 01, 2026 21:52