--- title: Managing Firm Settings and Personal Account description: This SOP outlines the steps to manage general settings, white labeling, and personal account settings for your firm to ensure accurate information and branding. --- [Skip to content](https://help.remitian.com/managing-firm-settings-and-personal-account#main-content) English Show submenu for translations [More support](https://help.remitian.com/kb-tickets/new?hsLang=en) ![1 color shield - light](https://help.remitian.com/hs-fs/hubfs/1%20color%20shield%20-%20light.png?width=200&height=50&name=1%20color%20shield%20-%20light.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.remitian.com/kb-tickets/new) - [Contact us](mailto:support@remitian.com) [Contact us](mailto:support@remitian.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.remitian.com/?hsLang=en) 2. [Accounting Firms](https://help.remitian.com/accounting-firms?hsLang=en) 3. [Account Management](https://help.remitian.com/accounting-firms?hsLang=en#account-management) # Managing Firm Settings and Personal Account ## This SOP outlines the steps to manage general settings, white labeling, and personal account settings for your firm to ensure accurate information and branding. ### Key Steps **1. Manage General Settings** [![image (8)](https://help.remitian.com/hs-fs/hubfs/image%20(8).jpeg?width=670&height=377&name=image%20(8).jpeg)](https://loom.com/i/696a939a37db4554bd9327c7cb814c69?workflows_screenshot=true) - Navigate to the **General Settings** section. - Ensure the following information is accurate: - Company Name - Website - Address - Country - City - State - Zip Code - This information will be used in white labeling emails. **2. Configure White Labeling Settings**  [![image (9)](https://help.remitian.com/hs-fs/hubfs/image%20(9).jpeg?width=670&height=377&name=image%20(9).jpeg)](https://loom.com/i/f6997c9947224465bb3f98902dcc2fb0?workflows_screenshot=true) - Go to the **White Labeling** tab. - Upload your logo: - Size: Approximately 500 x 500 pixels. - Accepted formats: PNG, JPG, SVG. - You can upload or drag and drop the file. - Select your brand color: - Match visually or use a hex code or RGBA. - Ensure that these settings reflect in client communications such as reminders and payment updates. **3. Set Internal Approval for Payments** [![image (10)](https://help.remitian.com/hs-fs/hubfs/image%20(10).jpeg?width=670&height=377&name=image%20(10).jpeg)](https://loom.com/i/f8bee256b0454c258bdd23091031c755?workflows_screenshot=true) - Determine if team members can view clients and schedule payments. - If enabled, all new schedules will be routed to your inbox labeled **Awaiting Account Approval**. - If unchecked, payments will not require internal approval. **4. Access Personal Account Settings**  [![image (12)](https://help.remitian.com/hs-fs/hubfs/image%20(12).jpeg?width=670&height=377&name=image%20(12).jpeg)](https://loom.com/i/5957f1246c1a43ccaf2778d68aac113e?workflows_screenshot=true) - Click on the circle with your initials in the top right corner to access **My Account**. - Edit personal information: - Name - Phone Number - Email Address - Change your password if necessary. **5. Adjust Email Digest Frequency**  [![image (12)](https://help.remitian.com/hs-fs/hubfs/image%20(12).jpeg?width=670&height=377&name=image%20(12).jpeg)](https://loom.com/i/df4dd931c5c7494f882628db2375ebe1?workflows_screenshot=true) - Choose the frequency for email digests based on client activity: - Options: Daily or Weekly. - Emails will only be sent if there is new activity. - Subscribe or unsubscribe from these digest reports as needed. ### Cautionary Notes - Ensure all information is accurate to maintain professionalism and trust with clients. - Review internal approval settings carefully to avoid unauthorized payment scheduling. ### Tips for Efficiency - Regularly update your general settings to reflect any changes in your firm. - Use high-quality images for your logo to enhance branding. - Set a consistent email digest frequency that works best for your workflow. - [Accounting Firms](https://help.remitian.com/accounting-firms?hsLang=en#main-content) - [Account Management](https://help.remitian.com/accounting-firms?hsLang=en#account-management) - [Payment Management](https://help.remitian.com/accounting-firms?hsLang=en#payment-management) - [Client Management](https://help.remitian.com/accounting-firms?hsLang=en#client-management) - [APIs](https://help.remitian.com/accounting-firms?hsLang=en#apis) - [Tax Payer](https://help.remitian.com/tax-payer?hsLang=en#main-content) - [Payment Management](https://help.remitian.com/tax-payer?hsLang=en#payment-management) - [Account Management](https://help.remitian.com/tax-payer?hsLang=en#account-management) - [Frequently Asked Questions (FAQ)](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#main-content) - [Account Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#account-management) - [Payment Management](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#payment-management) - [KYC & KYB Frequently Asked Questions](https://help.remitian.com/frequently-asked-questions-faq?hsLang=en#kyc-kyb-frequently-asked-questions) - [Changelog](https://help.remitian.com/changelog?hsLang=en#main-content) - [Remitian](https://help.remitian.com/changelog?hsLang=en#remitian) - [TaxPay](https://help.remitian.com/changelog?hsLang=en#taxpay) - [Video Library](https://help.remitian.com/video-library?hsLang=en) [![1 color shield - light](https://help.remitian.com/hs-fs/hubfs/1%20color%20shield%20-%20light.png?width=150&height=38&name=1%20color%20shield%20-%20light.png "1 color shield - light")](https://www.remitian.com) © Remitian. 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