Setting up your company profile

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Company Profile Setup

Your company profile contains important information used throughout Kwilio for billing, communications, and identification. Setting it up correctly ensures accurate records and professional client interactions.

Accessing Company Settings

Navigate to "Settings" → "Administration" or "Company Settings" to access your company profile settings.

Required Information

Complete the following sections:

Company Details
  • Company name (as it should appear on invoices)
  • Legal business name (if different)
  • Tax ID or EIN (for billing and tax purposes)
  • Business type and industry
Contact Information
  • Primary email address
  • Phone number
  • Physical address
  • Website URL (optional)
Billing Information
  • Billing address (if different from physical address)
  • Payment preferences
  • Tax settings
Customization Options

You can also customize:

  • Company logo (appears on invoices and communications)
  • Branding colors
  • Email signatures
  • Invoice templates and formatting
Best Practices
  • Keep company information up to date
  • Use your official business name for legal compliance
  • Ensure contact information is accurate for client communications
  • Upload a professional logo for branding consistency