Skip to content

Review your practice company profile

Find the company identity and contact details held for your accounting practice.

1 min read Updated Wed 9 Sep 2026 For accountants On every plan

All topics

The practice Company profile holds the firm's identity, address and contact details. It is separate from an individual client's company profile.

  1. Open Company profile in the accountant workspace settings.
  2. Review the practice identity and address.
  3. Check the registration, tax and contact sections against your firm's current details.
Practice Company profile with registration and contact fields; private profile details are obscured.
Practice Company profile with registration and contact fields; private profile details are obscured.

Opening the page loads the existing profile. Save is a separate action. If details need correction, confirm the intended change with the person responsible for your practice settings before saving. If you cannot open the page, ask your practice administrator to check settings access.

Did this guide help?

↑↓ to move · Enter to open · Esc to close

Still stuck?

Sign in to Cybooks and contact support so the team can help in the right account context.