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  • Getting Started
    • Signing Up
  • Client Management
    • Adding New Clients
    • Client Notes
  • BAS
    • BAS Preparation
    • Adding a Financal Year
    • Managing and Editing Your BAS Data
    • Troubleshooting CSV Imports
  • Profit and Loss
    • Profit & Loss Reporting
  • Settings
    • Managing Your Details
    • Forgotten Password & Recovery
    • Deleting Your Account
  • Billing
    • Plans
    • Cancelling Your Subscription
  1. Overview
  2. Settings

Settings

  • Managing Your Details

    Step 1: Access Personal DetailsFrom your main dashboard, click on Settings in the sidebar. Ensure you are on the Personal Details tab (this is usually the default landing page for Settings).Step 2: Modify Your InformationYou can update any of the followin ...

  • Forgotten Password & Recovery

    If you or a team member are locked out of the system, Ezyiah provides a streamlined recovery process to ensure minimal disruption to your workflow.Step 1: Initiate the ResetOn the main login screen, look for the Forgot Password? link located just below th ...

  • Deleting Your Account

    Deleting an account is an irreversible action that removes all firm data, user profiles, and client histories. This should only be performed if you are permanently closing your firm's Ezyiah profile.Navigate to the bottom of the Settings > Security pag ...

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