Firm profile
Your firm profile is the source of truth for your firm’s identity. It’s what shows up on every invoice, engagement letter, and PDF Assure Pro generates. It also fills in the placeholders clients see in messages — like firm name and contact email.
Open Settings → Firm profile (the first item in the Settings sidebar). The form is broken into three sections.
Update your contact information
The contact section drives what clients see in emails, on invoices, and on the portal:
| Field | Where it appears |
|---|---|
| Firm name | Engagement letter headers, invoices, the navbar, every client email |
| Phone | Client portal contact card, invoice footers, signature blocks |
| The reply-to address on outbound emails (unless you’ve connected a personal mailbox), invoice contact line | |
| Website | Engagement letter signature block, client portal footer link |
If you’re a sole proprietor and your firm name is your name, just use your name. Assure Pro won’t add “(Sole Proprietor)” — keep it natural.
Update your mailing address
Your mailing address gets stamped on:
- Engagement letters
- Invoice PDFs
- IRS Form 8879 (e-file authorization), when Assure Pro generates it
- The client portal’s “About this firm” section
Use a real, deliverable address even if you work from home. If you don’t want clients to see your home address, rent a PO Box or a UPS Store mailbox — both are fine for firm-side use.
Use the two-letter postal abbreviation for state (OR, CA, TX).
Update your tax IDs
Two numbers matter for tax-firm operations.
EIN
Your firm’s Employer Identification Number, formatted XX-XXXXXXX. The form auto-formats as you type — 123456789 becomes 12-3456789.
It appears on:
- IRS Form 8879 (when Assure Pro generates it)
- Some engagement letters, depending on the template
- The one-time Stripe Connect setup
If you operate as a sole proprietor without an EIN, leave this blank.
Primary PTIN
Your firm’s primary PTIN, usually the owner’s. Format: a P followed by 8 digits, like P00123456.
This is the default PTIN used when no specific preparer PTIN is set for an engagement. Each preparer also has their own PTIN on their team profile.
Save your changes
Click Save Changes at the bottom. A green confirmation appears: “Changes saved successfully.”
Your changes are live immediately. The next engagement letter, invoice, or message Assure Pro generates will use the new values.
What’s not here
Some related settings live elsewhere:
| What you might be looking for | Where it lives |
|---|---|
| Logo, brand color | Branding |
| Bank account for receiving payments | Stripe Connect setup |
| Your firm’s subscription to Assure Pro | Account → Subscription |
| Per-preparer PTIN | Each team member’s profile |
| Tax software logins | Firm credentials |
Where these fields appear in templates
Engagement letter and email templates use placeholders that pull from your firm profile:
| Placeholder | Pulls from |
|---|---|
| Firm name | Firm name |
| Firm contact email | |
| Firm phone | Phone |
| Firm address | All address lines, joined |
| Firm website | Website |
| Firm EIN | EIN |
If a placeholder’s source is blank, it shows as empty. An engagement letter that references your EIN against a firm with no EIN will print a blank line — which can look odd. Fill in optional fields if your templates use them.
Common gotchas
- Include
https://on your website. Templates link directly to whatever you enter. - Double-check your EIN. The auto-formatter assumes the digits are correct.
- Only one PTIN here. Per-preparer PTINs live on each team member’s profile.
Validation
| Rule | Message |
|---|---|
| Firm name is required (at least 2 characters) | “Firm name is required” |
| Email must look like an email | ”Enter a valid email” |
| Phone (US) is auto-formatted; warns on odd lengths | — |
| EIN is 9 digits | ”Must be 9 digits” |
| PTIN starts with P followed by 8 digits | ”Must start with P followed by 8 digits” |
Who can edit the firm profile
| Action | Who can do it |
|---|---|
| View the firm profile | Anyone with View firm settings |
| Edit and save | Anyone with Edit firm settings |
Owner and admin roles always have access.
Next
- Branding — logo, brand color, and portal address.
- Onboarding defaults — preset per-client defaults.
- Firm credentials — shared tax-software logins.