Platform administration

Configure the firm identity, connected systems, billing, announcements, legal content, branding, support, and exports.

Verified September 5, 2026Open in GoRefer

Firm and connections

Start with the firm record, then connect only the systems used in the firm’s real workflow. Connection status and supported operations are shown by each integration.

Firm ProfileFirm adminMaintain firm identity and core business details./platform/firm-profile/Tax SoftwareFirm adminImport client lists and export supported intake data./settings/tax-software/IntegrationsFirm adminConnect and manage supported external systems./integrations/Stripe ConnectFirm adminSet up the firm’s connected payment account where required./platform/stripe-connect/

Subscription and access

Billing shows live subscription, invoice, usage, and plan information. Feature Toggles controls the enabled product surface; Roles & Permissions controls who can use it.

BillingFirm adminReview the active plan, cycle, usage, invoices, and subscription actions./billing/PlansFirm adminCompare the plans currently available to the firm./billing/plans/UsageFirm adminInspect current metered and subscription usage./billing/usage/Billing invoicesFirm adminOpen subscription invoice history./billing/invoices/Feature TogglesFirm adminEnable or disable supported tenant features./platform/feature-toggles/Roles & PermissionsFirm adminConfigure granular data and action capabilities for preparers and clients./platform/roles-permissions/

Communications and brand

Announcements are for firm-wide platform messages. White-Label controls supported UI, logo, email, sending-address, and custom-domain settings according to the firm’s entitlements. A custom email sender uses domain ownership and DKIM verification; the shared sender remains the fallback until verification succeeds.

AnnouncementsFirm adminCompose and send messages to firm users./platform/announcements/White-LabelFirm adminConfigure available logos, interface identity, email appearance, sending address, and custom domain./platform/white-label/

Governance and support

Legal content, support cases, and data exports have different review and retention needs. Limit access and verify the destination before sharing an export.

Legal PagesFirm adminEdit and retain versions of firm-managed legal content./platform/legal-pages/Support TicketsFirm adminOpen and follow support work from the platform./platform/support-tickets/SupportFirm admin and preparerRequest help from the role-appropriate support surface./support/Data ExportFirm adminDownload an authorized ZIP export of supported tenant data./platform/data-export/