Account & security
Manage your profile, password, multi-factor authentication, and linked accounts.
Your account settings live in a single dialog. Open it any time from the avatar menu (bottom-left) → Settings.
Link directly to a settings tab
The Settings dialog syncs with the page URL, so each tab has a shareable address that survives a refresh:
https://app.taxfigure.com/#settings/personal
https://app.taxfigure.com/#settings/business
https://app.taxfigure.com/#settings/account
https://app.taxfigure.com/#settings/security
https://app.taxfigure.com/#settings/team (admins)
https://app.taxfigure.com/#settings/admin (admins)Opening one of these links takes you straight to that tab — handy for pointing a teammate at exactly the right setting.
The Settings dialog has four sections, listed in the left rail (firm administrators see two more — Team Management and Admin Settings; see Team & firm admin):
Personal info
Your name, contact info, and preferences.
Business info
Business name, firm type, and professional licensing.
Account
Email, password, and last-updated info.
Security
Two-factor authentication and linked sign-in providers.
Other entry points
The avatar menu also includes:
- Billing & Subscription — manage your plan and invoices.
- Help & Documentation — opens this help center.
- Restart Onboarding — reopens the in-app product tour for chat, entities, documents, structure, entity context, and feedback.
- Submit Feedback (
⌘⇧F) — quick way to send us bug reports or suggestions. The feedback button in the bottom-right of every page goes to the same place. - Logout — signs you out of TaxFigure.