Configuring your firm profile

Updated 5 March 2026 2 min read

Configuring your firm profile

Your firm profile is the foundation of your Accupe workspace. It influences branding across client-facing documents.

Accessing firm settings

Go to Settings > Firm Profile from the sidebar.

What you can customise

FieldDescription
Firm NameYour legal trading name
LogoAppears on client portal and exported PDFs
AddressUsed in invoices and official correspondence
PhoneDisplayed on the client portal
WebsiteLinked from your public-facing portal
Registration NumberCompanies House number (optional)

Saving changes

Click Save Changes at the bottom of the page. Updates take effect immediately across all connected features.

Note: Changing your firm name does not affect your Stripe billing name. To update billing details, visit Settings > Billing.