Skip to main content

Settings

Customize CoralLedger Comply to match your business needs.

Account Settings

Profile

  • Update your name and email
  • Change password
  • Two-factor authentication setup

Notifications

Configure when you receive alerts:

  • Email notifications
  • Dashboard alerts
  • Filing reminders

Business Settings

Business Profile

  • Business name and trading name
  • TIN and VAT number
  • Business address
  • Industry classification

VAT Configuration

  • Filing frequency (monthly/quarterly)
  • First VAT period start date
  • Food store license status

Logo and Branding

Upload your logo for:

  • VAT invoices
  • Generated reports
  • PDF exports

Subscription

Current Plan

View your subscription details:

  • Plan tier
  • Billing cycle
  • Next payment date

Upgrade/Downgrade

  • Compare plan features
  • Change your subscription
  • View billing history

Payment Method

  • Update credit card
  • PayPal configuration
  • Billing address

Data Management

Export Data

Export all your data at any time:

  • Transaction history (CSV)
  • VAT returns (PDF)
  • Full data backup

Data Retention

CoralLedger retains your data for:

  • Active accounts: Unlimited
  • Closed accounts: 7 years (regulatory requirement)

Support

Next Steps