As a client of an accounting firm with an established account, you can edit your company's settings at any time.

To do this, simply log in to SaldeoSMART, click the gear icon in the top menu, and access your account settings.

You'll see a dashboard consisting of several tiles containing different editable data fields: account settings, user settings, two-factor verification, password change, PIN setup, list of authorized email addresses, email notification settings, and mobile version settings.

1. Account settings

The first tile - Account Settings - contains company data such as full name, address details, bank account number, etc. All mandatory fields are highlighted for easy identification. These details should be kept current as they're automatically pulled into messages sent from SaldeoSMART.

Additionally, you can enter:

• Contact person's name

• Designate accounting and HR representatives for communication with your firm

2. User settings

In User Settings, you can modify:

• User's name and email address

• Select from five available languages (Polish, German, English, Ukrainian, or Korean) for your SaldeoSMART interface

You can also:

• Assign a supervisor

• View modules accessible to you (note: these permissions can't be self-edited)

Email Notifications

Manage daily email notifications about:
✓ Change notifications (modifications made by your accounting firm)
✓ New employees and HR documents
✓ Tax notifications (unpaid taxes and social security)
✓ Assigned documents
✓ New advances
✓ Changes to tasks you're observing
✓ Tasks assigned to you
✓ Inactivity reminder timing

You can select which notifications to receive. Browser push notifications (appearing within 30 minutes as pop-ups) are also available for accounting settlements, documents, and tasks.

Note: Account administrators can copy user permissions. Learn more in our "Copying User Permissions" article.

3. Two-step verification

If secure access to SaldeoSMART is a priority for you, we encourage enabling two-factor authentication (2FA) for logging in.

4. Password change

Simply enter your current and new passwords in the designated fields.

5. PIN setup

This additional authorization method is used when sending documents to your company's dedicated SaldeoSMART email address. It allows document processing when email subjects contain special bracketed expressions that might affect sending algorithms.

6. Email reminder settings

Enable/disable reminders for:

• Tax payment deadlines

• Social security contribution due dates

Reminders come one day before and on the due date.

7. Mobile app login code

Set a 6-digit minimum login code for the mobile app (can also be set directly in the app).