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. 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.

How did we do?

How do I contact CFS for technical support?

Quick Reference Guide is discontinued