Firm Details & Branding

Setting up your firm's profile, logo, and contact details.

Field	Description
Upload logo	The firm's logo, used on client-facing documents.
Firm Name	Displayed throughout the portal and on generated reports.
Terms of Engagement	The firm's standard client-facing document, with view, edit, refresh, download, and delete controls.
I accept the Zato Terms of Use	Must be selected before the firm can operate.
Primary Email / Primary Phone	Required contact details for the firm.
Registered Business Name / Contact Name	Optional.
Default Job Value	A default dollar value pre-filled on new jobs.
Tax Identifier	The firm’s tax identifier: IRD Number(NZ), linked to inland Revenue, or ABN/TFN (AU), linked to Australian Taxation Office.
Address / Suburb / Postcode	The firm's registered address.

1. Open Firm Settings from the left-hand navigation, click on Firm Details.

2. Click directly into the field you want to update, there is no separate edit mode.

3. Changes save automatically as you move between fields.

How to access: Firm Setup, bottom left of the page by clicking on the Gear icon.