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Change your firm name, address, and phone number

Only your Licensee or Firm Delegate can change your firm name, address and/or phone number.
The Licensee or Firm Delegate serves as account administrator and owner of the programs. Most firms have a Licensee. There are some non-accounting firms that have a Firm Delegate instead of a Licensee. Both roles have the same permissions and responsibilities.
You can find the name of your Licensee or Firm Delegate in My Account if you have an Admin account. Log in with your email address and password, then select
Manage Accounts
 for My Firm.
Your Licensee or Firm Delegate must complete the following steps to change your firm name, address and/or phone number.
  1. Sign in to My Account.
  2. Select
    Manage Firm
    .
  3. Enter your new firm name, phone number, and/or address. Mark the boxes to indicate which addresses you are changing and select
    Save Changes
    .
  4. You'll receive a confirmation message with instructions.
Firm info change
You can also review and change your license PIN on this page. Any changes apply immediately. You need to use the license PIN shown on the Manage Firm page to retrieve licenses in your programs. You can't use your firm's ZIP Code for the license PIN.
You may need to download updated licenses in your programs to show your new information. If you're using Virtual Office CS or SaaS, your licenses will automatically update within 30 minutes.
Follow these steps to download your licenses:
  1. Open your program.
  2. Select
    Help
    , then
    About.
  3. Select
    Download Licenses
    .
  4. Enter your
    firm ID
     and
    license PIN
     and select
    Next
    .
  5. Select
    Call Now
     or
    Connect.
  6. When prompted, select
    Close
     to complete the update.
E-File application summary
If your firm e-files tax returns or payroll forms through UltraTax CS and/or Accounting CS, you must also change your firm name and address on IRS.gov. If you change your firm name, or if the IRS issues a new EFIN, you must provide a copy of the updated/new e-file application summary to us before we can process your changes.
The IRS e-Help desk is available at 866.255.0654 to help you with your questions about their website.
Internal use only
Onvio
Onvio firms that do not use our other programs can manage their address within Onvio. Only a change to the firm name requires the Licensee to request the change on our website.
In Onvio, direct firms to go to Setup, and then Firm Settings, to change their address.
The firm name change will send an email to the Onvio platform team. They will change the firm name within two business days.
All other programs
Licensees of all other programs must request their changes on our website. We cannot accept change requests over the phone. This protects the firm from un-authorized changes.
If the firm is in a MOR or Office Share, or if it has an International address, Customer Support will review and make the changes, usually within two business days. Once we make the changes, Customer Support emails license instructions to the Licensee.
Changes for all other types of firms automatically update. Licenses are available within 30 minutes.
To view the Firm Name History:
  1. Open the firm in EMS.
  2. Click the Primary Phone button on the Firm Information screen.
  3. Click Name History.
Preparer block limitations
The IRS limits the number of characters for preparer block information. EMS is programmed to restrict these fields per the IRS guidelines.
Item
# of Characters
Firm Name
40
Address
30
City
20
State
2
Zip Code
9
Phone number
12
note
  • EMS does not allow combining the city, state, or zip fields into one.
  • To edit an international address, select the country from the country drop-down menu before entering the city and ZIP Code.
  • Physical and Shipping addresses must show a physical location, not a PO Box address.

This article applies to:

  • Product: Account management,Accounting CS,FileCabinet CS,GoFileRoom,AdvanceFlow,Practice CS,Virtual Office CS,UltraTax CS,Workpapers CS
  • Subject: Preferences

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