Changing your CS Web account profile information

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Your CS Web account is the email address and password you use to access the features found on the My Account page of our website. To update the profile information associated with your CS Web account, such as your name and email address, complete the following steps.

If you use your CS Web account to sign in to your CS Professional Suite applications, updating your email address or password changes the credentials you will use to sign in to your applications. For details, see Logging in to CS Professional Suite applications.

Updating your CS Web account profile information

To make changes to the name or email address information associated with your CS Web account, complete the following steps.

  1. Visit the My Account > Sign In page on our website, enter your login credentials, and click Sign In. Show me.
    Main Sign In Screen
  2. Click the My Profile link. Show me.
  3. The My Account > My Profile page will automatically open in a new tab within your browser. Click the Account tab, enter your new account information. To complete your changes, click Save. Show me.
    Account Information

As the Licensee, to make a change to your legal name associated with your CS Web account profile information, see Requesting changes to a Licensee's name.

Modify CS Web account profile information for your staff

If a staff member's contact information has changed, you may wish to update the profile information associated with their CS Web account on their behalf. To do so, as the CS Web administrator, complete the following steps.

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Accounts link in the My Firm section to open the Manage Accounts page. Show me.
    Manage Accounts link
  3. On the Manage Accounts page, scroll down to the staff member whose contact information you wish to update and click Modify.
  4. In the Contact Information section enter the new information, scroll down and click the Save & Return to List button to complete your changes. Show me.
    Save and return to list

Note: As the CS Web administrator you cannot modify profile information for any contact with the role of Licensee. Changing profile information for any contacts with the role of Licensee requires that individual's CS Web account login credentials.

Related topics

Change your firm name, address, and/or phone number

Requesting changes to a Licensee's name

Internal notes


If the Firm Delegate needs to be changed, a new Firm Delegate form needs to be submitted.