Setting your company profile

The Company profile stores your practice's official details and logo, so your documents look professional and consistent.

Where to find it

Go to System & Automation → Company profile.

What to fill in

• Company name — as it should appear on documents.
• Company registration number — the number from Companies House.
• VAT number — if you are VAT registered.
• Registered address — address line 1 and 2, town or city, postcode and country (UK format).
• Email, telephone and website — contact details for the practice.

Uploading a logo

The logo box accepts PNG, SVG, JPEG or WebP, up to 1 MB. For the best results on invoices and letters:

• Use at least 512 × 512 px.
• Prefer PNG with a transparent background or SVG.
• A square or wide-horizontal crop reads best in a document header.

You can replace or remove the logo at any time. A live preview shows how it will look.

How the details are used

The company name, logo and registration details are used on documents the practice produces — invoices, estimates and engagement letters — so every document carries your brand and legal identity.

Tips

• Keep the registered address accurate — it appears on formal documents.
• If your logo looks tiny in the preview, upload a higher-resolution PNG.
• The logo is stored securely and served by the platform; no one else can see or change it but you.