Account Settings
Manage your account information, preferences, and security
Connected Accounts
Link OAuth providers and phone number for easier sign-in
Data Export
Download your account data in JSON or CSV format
Active devices
Two-Factor Authentication
Add an extra layer of security to your account
Two-factor authentication adds an extra layer of security by requiring a code from your authenticator app in addition to your password.
Your Signature
Save your signature to quickly sign documents. E-Signature Policy
Save your signature once and use it to quickly sign documents without redrawing each time. You can draw your signature or type your name and select from stylish fonts.
AI-Powered Features
Enable AI features like document analysis and data extraction
Enable AI Features
Document analysis, data extraction, and more
Delete Account
Permanently delete your account and all associated data
Warning: This action is permanent
Once you delete your account, there is no going back. This will permanently delete:
- Your profile and personal information
- All credit balance and transaction history
- Referral links and referral credits
- All notices and activity records
- Any active subscriptions
Email Preferences
Manage your email notification settings
Verify your phone number to enable SMS notifications.
Notification Preferences
Choose how you want to receive notifications for different events
Verify your phone number to enable SMS notifications.
Business Activity
Claim updates, documents, commissions, and CPA reviews
Account & Security
Account changes, security alerts, profile updates, and team activity
Marketing Emails
Promotional emails, referral updates, and special offers
Product Updates
New features, platform updates, and announcements
Push Notification Devices
Manage devices that receive browser push notifications
Push Notifications Blocked
You've blocked notifications. Please enable them in your browser settings.
Push Notifications Not Supported
Your browser doesn't support push notifications
Enable Push Notifications
Get instant notifications when clients upload documents, claims progress, and commissions are earned.
Complete Push Notification Setup
Browser permission granted, but this device isn't registered yet. Click below to complete setup.
No devices connected yet
Enable push notifications to add this device
Payout Account
Manage how you receive commission and bonus payouts
Set up Stripe Connect to receive commission and bonus payouts directly to your bank account. This only takes a few minutes.
- Secure bank account verification
- Fast payouts (2-3 business days)
- Automatic tax documentation
Organizations
Manage your organization memberships
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Online Scheduling
Let clients and contacts book meetings directly on your calendar
Shown on your public profile for visitors to book
Appears on claims where you're assigned as rep or contact
Meeting Types
130 Minute Meeting
Availability
Upcoming Bookings
No upcoming bookings
Share your booking link to get started
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