Manage Your Account Details

You can manage your Account / Business details within the Settings of your account. 

The following business information can be updated in Organization > Settings

  • Business Name
  • Business NPI number 
  • Tax ID Type 
  • Tax ID Number 
  • Business Phone Number 
  • Business Address

Note: If you need to make changes to your business tax ID, name, or address, and want to ensure that the 1099-K is properly updated for tax purposes, you can reach out to 

An account owner and/or admin is also able to access and update relevant account information at any time, including: 

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