Adding Firm Information in KIS Online

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Adding Firm Information

 

The objective of this article is to walk you through on how to add Firm Information.

  • Login to your Keep It Simple Online software.

  • Click on the SETUP tab at the top right corner.

  • Click on the FIRM icon on the left side of the screen, it is the second icon from the top.

  • Fill out all the information on the screen under FIRM ADDRESS INFORMATION and under FIRM INFORMATION.

  • Once you have entered all the information to the best of your knowledge, click on the blue button on the lower right corner labeled SAVE CHANGES.
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