Add your company details, logo, and branding during onboarding.
After signing in for the first time, the onboarding wizard guides you through setting up your company. Enter your company name, phone number, and address.
Upload your company logo and set your brand colors. These appear on proposals, invoices, emails, and the client portal — giving your business a professional look.
You can update all company details later from Settings → Company, including your tagline, website, and document numbering preferences.