OLT: Modify/Change the Firm's Name

Description: This article will help you on what to do when you want to change the Firm's Name.

Resources:  Support Portal -  https://support.servicebureauaccelerator.com 

Process:

The Firm Name can only be modified by the Software. To initiate this change, please follow the instructions below to open a ticket.

Please ensure to include the following details in the ticket:

1. Location Account Name

2. Old Firm Name

3. New Firm Name

To Open a ticket:

1. Open the Support Portal link, and sign in. https://support.servicebureauaccelerator.com/portal/en/signin
   
   

2. Click on “Create/Add a ticket” on the right side of the screen.
   

   

   
   
   

3. Fill in the following as shown below:

   • Subject: Type “Modify Firm Name” and add the EFIN.

   • Category: Tax Software :: Login Issues

   • Description: Please confirm the EFIN, the Location’s Account name, the old Firm name, and the New Firm name.
     

     

     
     
     

   • Enter your phone number
     
     

     

   • Hit submit.
     

     

     
     
     

4. The support team will work your ticket out, once it is done they’ll let you know.

After that process is done, you’ll be able to see the changes.