> ## Documentation Index
> Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Keep your firm profile up to date

> Edit the firm's legal details, address, financial year and daily compliance reminders, and turn the AI assistant on or off.

![Firm profile settings showing the firm's details, compliance reminders and the AI assistant section](https://help.pragmachartered.com/images/firm/profile.png)

Every staff member can open **Settings → Firm profile** and read it. Only an **Owner** can change it; everyone else sees the fields greyed out with **Only an owner of this firm can change these details.** A **Client portal** seat does not see this page.

The getting-started checklist on the **Dashboard** counts the firm profile as complete once **Address**, **City**, **State / UT** and **Postal code** are all filled in.

**1. Open the firm profile**

Open the account menu, select **Settings**, then **Firm profile** under **Firm**. Check the active firm in the account menu first if you belong to more than one: you edit the active firm's record.

**2. Edit the details**

Change the fields described below. Clearing an optional field and saving removes the value.

**3. Save**

Select **Save changes**. The button reads **Saving…** and then **Saved.** appears beside it. If a field is refused, a message under the form names the field; correct it and save again.

| Field | What to enter or check |
| - | - |
| **Legal firm name** | Required, up to 200 characters. Shown as the firm's name across Pragma, including in the account menu and messages to clients. |
| **Trade name** | Optional, up to 200 characters. |
| **Operating email** | Optional contact email for the firm. |
| **Operating phone** | Optional contact phone for the firm, up to 40 characters. |
| **Address** and **Address line 2** | The firm's address, up to 200 characters each. **Address** counts towards the getting-started checklist. |
| **City** | Up to 120 characters. |
| **State / UT** | Letters such as **KA** or the two-digit GST state code such as **29**. |
| **Postal code** | Up to 20 characters. |
| **Default currency** | A three-letter currency code, for example **INR**. |
| **Financial year starts** | **April** or **January**. |
| **Send daily WhatsApp reminders** | When ticked, the firm receives a daily WhatsApp listing overdue filings and those falling due soon. |
| **Remind this many days ahead** | A whole number from **1 to 30**. The compliance calendar's "due soon" uses the same number of days; see [Compliance calendar](https://help.pragmachartered.com/compliance/calendar.md). |

## Turn the AI assistant on or off

Below the form, **AI assistant** controls the read-only [Assistant](https://help.pragmachartered.com/automation/assistant.md) for the whole firm. It is **Off** until an Owner turns it on, and shows who last changed it and when. It saves on its own; **Save changes** does not affect it.

**1. Read the disclosure and turn it on**

Tick the box beginning **I understand that each question, and the client records the assistant reads to answer it** … **are sent to Anthropic, the model provider, for processing.** Then select **Turn on the assistant**. The button stays unavailable until the box is ticked.

**2. Decide on client portal questions**

Once the assistant is on, **Client portal questions** appears. It is off by default. To let each client portal seat ask about its own company's invoices and your document requests — nothing else — tick its own disclosure box and select **Turn on portal questions**. Use **Turn off portal questions** to stop it.

**3. Turn it off if needed**

Select **Turn off the assistant**. No further questions are accepted until it is turned on again.

If the section says **The assistant is not available for your firm yet. Contact Pragma Chartered support to have it set up.**, no question is accepted whether the switch is on or off; [submit a support case](https://help.pragmachartered.com/support/submit-a-case.md) to have it set up. Staff other than the Owner see **Only an owner of this firm can turn the assistant on or off.**

## If a change is refused

| Message | What to do |
| - | - |
| **Your role does not allow this action. Ask a firm owner or manager.** | Only an Owner can save the firm profile or switch the assistant. |
| A message naming a field, such as **State / UT: …** | Correct that field. Lengths and formats are listed in the table above. |
| **Confirm that you understand questions and the records the assistant reads are sent to the model provider before turning it on.** | Tick the disclosure box, then turn the assistant on again. |

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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