Skip to main content

Account Settings

Manage your personal account settings, security options, and preferences.

Accessing Account Settings​

Navigate to Settings > Account or click your profile icon and select Account Settings.

Profile Information​

Update Your Profile​

  • Full Name - Your display name
  • Email Address - Login email (verified)
  • Phone Number - For account recovery
  • Timezone - For accurate deadline displays

Profile Picture​

Upload a profile photo that appears:

  • In the top navigation
  • On team member lists
  • In activity logs

Security Settings​

Change Password​

  1. Go to Settings > Change Password
  2. Enter your current password
  3. Enter and confirm your new password
  4. Click Update Password

Password Requirements:

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one number
  • At least one special character

Two-Factor Authentication (2FA)​

Add an extra layer of security to your account.

Enable 2FA:

  1. Go to Settings > Account
  2. Find the Security section
  3. Click Enable 2FA
  4. Scan the QR code with your authenticator app
  5. Enter the verification code
  6. Save your backup codes securely

Supported Apps:

  • Google Authenticator
  • Microsoft Authenticator
  • Authy
  • 1Password
Backup Codes

Save your backup codes in a secure location. You'll need them if you lose access to your authenticator app.

Session Management​

View and manage active sessions:

  • See all logged-in devices
  • View login locations
  • Revoke suspicious sessions

Login History​

Review your recent login activity:

  • Login timestamps
  • IP addresses
  • Device information
  • Success/failure status

Access at Account > Login History.

Notification Preferences​

Control how and when you receive notifications.

Email Notifications​

Configure email alerts for:

  • Filing deadline reminders
  • Compliance score changes
  • Anomaly detection alerts
  • Weekly summary reports
  • Security alerts

In-App Notifications​

Toggle dashboard notifications for:

  • New transactions synced
  • Categorization suggestions
  • System updates
  • Team activity (for Firm users)

Quiet Hours​

Set times when non-urgent notifications are silenced:

  • Start Time - When quiet hours begin
  • End Time - When quiet hours end
  • Days - Which days to apply

Access at Settings > Notifications.

Privacy Settings​

Control your privacy preferences:

  • Data sharing with analytics
  • Activity visibility to team members
  • Marketing communications

Access at Settings > Privacy.

Danger Zone​

Deactivate Account​

Temporarily deactivate your account:

  • Your data is preserved
  • You can reactivate anytime
  • Active subscriptions may continue

Delete Account​

Permanently delete your account:

  • All personal data is removed
  • Business data may be retained for compliance (7 years)
  • This action cannot be undone
Data Retention

Due to VAT Act requirements, transaction data must be retained for 7 years even after account deletion.

Next Steps​