How do I define an organization?

After your account has been activated, go to Admin Settings, and click Define your Organization by entering the following information fields.

  1. Organization Name. This will be prefilled from your earlier activation.
  2. Organization Type. This will be prefilled from your earlier activation.
  3. Address. Enter your organization’s primary address.
  4. City. Enter your organization’s city.
  5. State. Enter your organization’s state.
  6. Zip Code. Enter your organization’s zip code.
  7. Fiscal Year. Select the fiscal year your organization uses, for example, January – December.
  8. Currency. Select the currency format that is appropriate for your country: US Dollar ($), European Euro (€), or Japanese Yen (‎¥).
  9. Website URL. Provide the home page of your organization’s website, for example, www.taxlion.com.
  10. Click SAVE CHANGES to advance to Manage Users in StrategyFrog.

That’s it!

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Updated on January 11, 2023