Note: Only Admin users can change the entity type for a client.
1. Choose "Edit Client" located in the upper right corner.
2. Choose the Entity Type dropdown and select the correct entity, then click save.
Note: Firm users cannot change the entity type between Individual and Business. If the entity type needs to be changed from Individual to Business or from Business to Individual, please contact support@myfirm360.com so our team can process the update.
NOTE: When changing the entity type from an individual to a business, please be sure to complete the client address information as well.