Overview
Your profile holds your own contact details: how your accountant reaches you and where they send post. You can change most of it yourself. Your name and email address are fixed, because they are how you sign in and how your accountant identifies you.
Opening Your Profile
Click your name in the top-right corner and choose My profile. On a phone, tap the menu icon and choose My profile at the bottom of the menu.
Changing Your Details
- 1Under Contact Details, update your Phone or Mobile
- 2Under Address, update your correspondence address
- 3Click Save Changes
Save Changes only becomes available once you have changed something. A message confirms when your profile is updated.
Your Companies House Personal Code
If you are a director or a person with significant control of a company, Companies House gives you a personal code when you verify your identity with them. Enter it under Companies House Verification Code and click Save Changes, so your accountant can use it when they file for you.
Changing Your Name or Email
These are shown under Identity but can't be edited here. Send your accountant a message and they will update them for you.
If you look after more than one company, your phone numbers, address and personal code are the same for all of them. You only need to update them once.
What's Next?
- Messaging Your Accountant — ask for your name or email to be changed
- Your Company Details — check the details your accountant holds for your company
- Getting Started with the Portal — find your way around