Firm > Main tab

Show expandable text

The Main tab of the Firm screen allows you to enter basic identification and address/contact information for your firm.

Choose Setup > Firm Information > Firm. The Main tab displays by default.

Fields & buttons

In the Identification section, enter the firm name and EIN or SSN.

In the Addresses section, enter the firm's address. Use the Address verification feature (click the Address Verification Location button button) to enter the city, state, and ZIP code.


  • You can enter up to three addresses - Business, Home, or Other - by clicking the Selection Selection button button to select one of the options. Specify an address as the mailing address by marking the Mailing address checkbox.
  • If your firm is processing International ACH Transaction files, all fields in the Addresses section should be completed. If a bank account that is set up to pay a direct deposit allocation with the International format specifies the Origin name as Firm name and these address fields are not completed, the application will display an error message prompting you to enter valid information in these fields. Entries in the State and ZIP fields are required only for those countries to which they apply.

In the Phone and fax numbers section, enter the phone and fax number information for the firm. You can enter multiple contact phone numbers by clicking the Selection Selection button button.

In the Email and web addresses section, enter the firm's email address and website URL.

Note: Once information has been entered, clicking the Email Email button button will open your default email client with this address in the To: line and clicking the Website Website button button will automatically open the specified website using your default browser.

To enter additional contact information for your firm, open the Additional Contacts screen by clicking the Ellipsis button button next to the Additional Contacts field while you are in Edit mode.

Was this article helpful?

Thank you for the feedback!