After your account has been activated, go to Admin Settings, and click Define your Organization by entering the following information fields.
- Organization Name. This will be prefilled from your earlier activation.
- Organization Type. This will be prefilled from your earlier activation.
- Address. Enter your organization’s primary address.
- City. Enter your organization’s city.
- State. Enter your organization’s state.
- Zip Code. Enter your organization’s zip code.
- Fiscal Year. Select the fiscal year your organization uses, for example, January – December.
- Currency. Select the currency format that is appropriate for your country: US Dollar ($), European Euro (€), or Japanese Yen (¥).
- Website URL. Provide the home page of your organization’s website, for example, www.taxlion.com.
- Click SAVE CHANGES to advance to Manage Users in StrategyFrog.
That’s it!