How to edit my firm information in my CFS program(s)

Michael Toney Updated by Michael Toney

If the program is already installed:

  • open the program.
  • click on the “File” drop down menu at the upper left of the screen.
  • click on “Firm Information.”
  • enter the appropriate information in the corresponding fields.
  • click “OK.”

If you are unable to edit the firm information, it is possible that you are entering unlicensed information or perhaps have not informed CFS of changes. To notify CFS about a new address, firm name or other new contact information, simply log in to your MyCFS account and:

  • select Change Firm Name/Address/email.
  • enter the necessary information.
  • click the blue Send button at the lower right.

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How do I contact CFS for technical support?

Quick Reference Guide is discontinued