Firm details & branding

The first user is typically assigned the Director role and must accept the Zato Terms of Use before proceeding.

Accepting Terms of Use

• Tick the Zato Terms of Use checkbox to confirm agreement — fields remain disabled until accepted.
• Click the link to open the document in a new browser tab, or download as PDF.

Required information

• Business Name: Official name of your firm as it should appear on all records and client-facing documentation.
• Firm Logo (optional): Upload in JPG or PNG format. Appears on reports and communications.
• Email Address: Valid email for official correspondence, alerts, and notifications.
• Phone Number: Primary contact number for the firm.
• Client's Terms of Engagement: Upload a PDF copy of your firm's standard client Terms of Engagement.

Branch details

For multi-location firms, register individual branch offices by clicking + Add New Branch and providing:

• Branch Name
• Location (city and full physical address)
• Contact details (branch email and phone number)

Click Save under Actions to create the branch.