The firm profile and sending email
Your name, logo and contact details sign every document; connect Gmail to send from your own address.
The Firm page holds your firm's profile: name, address, logo, contact details. These appear automatically on the financial statement cover page, engagement letters, correspondence and reports.
- 1Fill in the firm's name and contact details.
- 2Upload your logo: it prints on the generated documents.
- 3Check the result by exporting a financial statement PDF or a letter.
Send documents from your own address
To have letters, invoices and documents sent from your own email address, connect your Gmail account on the same page. Use a Google app password, not your regular password:
- 1In your Google account, turn on 2-step verification (required for app passwords).
- 2Create an app password (Security, then App passwords).
- 3On the Firm page, enter your Gmail address and that app password, then send a test.
Without a Gmail connection, emails are sent from the platform's address. Connecting Gmail means emails in your name, with replies landing in your usual inbox.