cchaxcess.com, as data

You can enter and edit basic information about your firm on the General tab of the Firm window. Basic information includes items such as addresses, phone numbers, and email and website addresses.To enter or edit general firm information, do the following:1. Open Dashboard, click on the navigation panel, and then click **Settings and defaults** under Firm.2. Click **General** on the navigation panel.3. Enter or edit the firm information. Explain the components of the window.By default, the firm name entered for licensing purposes displays here. You can edit the firm name here as necessary. Entering a different firm name here does not change the firm name for licensing purposes.Click at the top of the Addresses group and select an address type (for example, Business or Home). Click to open the Check Address window and enter or change address information for the type selected. You can set multiple address types. A check mark displays next to the types that are in use.Click the **Primary **button to display and select the primary address from the list of entered address types.Click and select a phone number type. Click to open the Check Phone Number window and enter or change phone information for the type selected. A check mark displays next to the types that are in use.**Note**: The list of countries is compliant with accepted IRS country names. You do not need to re-enter the selected country name in tax returns.Click the **Primary **button to display and select the primary phone number from the list of entered phone numbers.Enter the firm's email address. The email address must contain three parts: the name, the @ symbol, and the domain, for example, first.last@company.com. The email address is used as a contact point for reports, invoices, and statements.Enter the firm's web page address. This web page address is used as a reference for invoices, statements, and reports.