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Company profile

Why this matters

The company profile is where you define your organization's general data: legal name, logo, tax info, address, currency, time zone, default language. These appear in templates (invoices, quotes, contracts), emails, and the application's visible branding.

Get to the profile

Sidebar → Settings → Company profile.

Data to fill in

Identity

  • Legal name — the official one.
  • Doing-business-as (DBA).
  • Tax ID / Business Number.

Branding

  • Logo — square and horizontal.
  • Primary color.
  • Favicon.

Contact

  • Official address, Phone, Email, Website.

Regional settings

  • Primary currency.
  • Time zone.
  • Default language.
  • Date format.

Fiscal

  • Default tax rates.
  • Bank info for invoices.

Screenshot: company profile screen

How this data is used

  • Templates use tokens like {{company_legal_name}}, {{company_logo}}.
  • Sign-in page shows the logo.
  • Reports include legal data in the footer.
  • System transactional emails use the profile's email and name.

Changing data reflects everywhere instantly.

Watch out for

  • Changing the legal name doesn't change old data — previous invoices/quotes keep the prior data, fiscally correct.
  • The logo is cached — can take minutes to reflect. Hard refresh (Ctrl+F5).
  • Sensitive fiscal data — be conservative about who has access.

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