Set Up Your Account
When you sign up for a 123 account, you’ll enter your name and email address, and we’ll send you an activation email. When you receive the activation email, click the link to activate your account.
The next time you log in to our website, we’ll walk you through the rest of the setup steps. You’ll input profile details, such as your company name, website and physical address.
1. Navigate to the Admin Page
2. Click Firm Setup
3. Type in the Company details in the fields provided
4. When you're finished, click Submit. That's it!
After you create your Firm Setup you can now add other people to your account.