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Change your firm name, address, and phone number

Find the account administrator, submit changes in Self Service Portal, update the license PIN and licenses if needed, and complete any required IRS e-file updates.
Only your Licensee or Firm Delegate can change your firm name, address, or phone number.
Your Licensee or Firm Delegate manages your account and owns the programs. Most firms have a Licensee, while some non-accounting firms have a Firm Delegate instead. Both roles have the same permissions and responsibilities.
You can find the name of your Licensee or Firm Delegate on the
Overview
 tab of your Self-Service Portal. Sign in with your email address and password.
Your Licensee or Firm Delegate needs to complete the following steps to change your firm name, address and/or phone number.
  1. Sign in to Self Service Portal.
  2. Select
    Change firm details
    .
  3. Enter your new firm name, phone number, and/or address.
  4. Select
    Edit
     for the address you want to change.
  5. Enter the new address details, then select
    Save
    .
  6. You'll receive a confirmation message that the change was successful.
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
Change license pin
 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 or Accounting CS, update your firm name and address on IRS.gov as well. When you change your firm name or receive a new EFIN from the IRS, send us a copy of your updated e-file application summary so 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 don’t 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’ll change the firm name within 2 business days.
All other programs
Licensees of all other programs need to request their changes on our website. We can't 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 2 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. Select the Primary Phone button on the Firm Information screen.
  3. Select 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
Number of characters
Firm Name
40
Address
30
City
20
State
2
ZIP Code
9
Phone number
12
note
  • EMS doesn’t let you combine the city, state, or zip fields into one.
  • To edit an international address, select the country from the country dropdown before entering the city and ZIP Code.
  • Physical and Shipping addresses need to show a physical location, not a PO Box address.

This article applies to:

  • Product: Accounting CS,Account management,Engagement Manager,FileCabinet CS,Fixed Assets CS,GoFileRoom,GoSystem Tax RS,NetClient CS,Planner CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS
  • Subject: Preferences,User account