TaxFigure Help Center

Personal info

Update your name and personal details.

The Personal Info tab in Settings holds your basic profile.

Personal info

What you can edit

  • First name and last name — used throughout the app and on anything you share or export.
  • Any optional contact and preference fields shown in the form.

Edit your profile

  1. Open Settings → Personal Info (avatar menu, bottom-left).
  2. Change the fields you want to update.
  3. Click Save Changes at the bottom of the panel.

If you want to revert your edits before saving, click Cancel — the form resets to your stored values.

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