How do I change what types of tasks I receive emails for?

1. When logged into the Compliance Portal, select the drop down arrow next to your name in the upper right corner of your screen.
2. Select "User Profile" from the drop down. 
3. In the next screen, select "Edit Notification Settings" in the "Select" dropdown. 
4. Deselect or select the notifications you would like to receive by clicking in the box in each column. A blue checkmark indicates that a notification will be emailed anytime a task in that category is assigned to the Client queue for the business. 
5. Once all edits are completed, select Submit. 

 Notification Groups and Associated Tasks

1. Accounting Upload - Financial data (uploading from accounting software / income statement / balance sheet)
2. Entity - General information about the company or related parties. 
3. Financial - Financial data not uploaded from accounting software. 
4. General Communications - General questions
5. Licensing - Questions regarding your state business license or industry license(s). 
6. Sales Data - Questions about industry sales data (API keys / UBI / manually attested industry sales information). 
7. Transaction Inquiry - Questions about a specific transaction(s), requests for supporting information.