Account/Organization settings

Manage your account settings

How to Add Funds to Your Account
We officially accept three methods of payment for credits. Please review the methods, determine which is best for your practice, and follow the appropriate ...
Tue, Jul 27, 2021 at 10:54 AM
How to Change Your Account Password:
1. Users can change their password by simply clicking the gear icon on the top right-hand corner    2.Select “User Account”    4.Here you will...
Mon, Feb 1, 2021 at 5:50 PM
How to Add your Firm's Logo
1.  Click on the gear icon on the right navigation menu.   2. Click on Organization settings    3. Click on the pencil icon beside Organization Lo...
Fri, Mar 26, 2021 at 2:56 PM
How to View Account Balance
1. Click on the gear icon on the right navigation menu.     2. Click on "organization settings"   3. Once you  have navigated to the or...
Mon, Feb 1, 2021 at 5:56 PM
How to Generate an Account Statement
1. Click on the gear icon on the right navigation menu.     2. Click on "organization settings"   3.Once you have navigated to th...
Tue, Jul 13, 2021 at 4:36 PM