In this article we will walk you through how to update your person or practice address through Wingspan, our partner for payments and tax forms.
To make updates you will take the following steps:
- Log in to Wingspan
- Navigate to the Account Settings under the settings drop-down menu on the left-hand side of the page.
- Depending on your account type, you will click the second tab, which will be listed as either Personal information or Business information.
- Follow the steps under the sections below depending on your account type.
Personal Information
If you need to update personal information— such as your preferred name, business website, personal address, or date of birth—, you can select Edit next to the relevant option. You'll then be guided through Wingspan's verification process to complete the updates.
Business Information
To update your business information— such as your "Doing Business As" (DBA) name, business phone number, address, support email, website, and more—, simply select Edit next to the relevant option. You'll be guided through Wingspan's verification process to complete the updates.
Updated