How to Manage Your Profile Settings in TaxMingle (CPA & Client)

In TaxMingle, both CPAs and Clients can easily manage their account information through the Profile Settings section. This includes updating your name, email, and phone number.

Step 1: Access Your Profile

1. From the top-right corner of the dashboard, click on your name or avatar.
2. In the dropdown menu, select Your Profile.

This will open the Profile page where you can view and manage your account details.

Step 2: View Your Account Information

On the Profile page, you’ll see your:

• First Name
• Last Name
• Email Address
• Phone Number
• User Type (e.g., CPA or Client)
• Organization Name (for CPAs)
• Member Since (account creation date)

Step 3: Edit Your Profile

1. Click the Edit Profile button on the top right of the Profile section.
2. Update the fields you want to change (e.g., name, phone, email).
3. Once done, click Save Changes to apply the updates.

You can also update your profile picture by clicking on the avatar icon.