Fathom

Daniel Walls

Calen Olesen

Samantha McGanney

Invite users and manage permissions, security & your subscription

User Management, Security & Account

Change the terms in Fathom's financial statements to meet industry and nonprofit reporting standards

Custom Terminology

Import your firm or company logo into Fathom

Uploading your logo to Fathom

Set reporting & terminology standards for your organisation

Organisation Settings

Invite others and share access to Fathom with your team members or clients

Invite a new user

Managing the level of access for each user invited to your account

User roles and permissions

Specify the company settings steps, analysis tools and reports a user can access

Advanced User Permissions

Managing access to companies or groups for your Fathom organisation

Manage User Access

Update your name, account password, and profile picture in Fathom

Update user details

Need to change your email address within Fathom? Follow our step by step guide to set up the best email address in your account.

How do I change my email address in Fathom?

Transferring ownership of your organisation to another user

Changing your account owner

James Erving

User Management

Starting a Fathom subscription

Explains how companies, divisions and groups are billed for in Fathom

What is a 'company' in Fathom for billing purposes?

Upgrading or downgrading your Fathom subscription level

Changing your subscription plan

Learn how to update your debit/credit card details in Fathom to continue your subscription

Updating Payment Details

Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.

Can I transfer data to a new Fathom account?

How to access Fathom if you had a previous trial or subscription

How do I access a previous Fathom account?

Want to see your payment history within Fathom? View, download, or automatically email your invoices.

Accessing your invoices

Learn how to add an invoice note to each company file to segment clients for billing purposes.

Adding an invoice note

Need to cancel your Fathom subscription? Learn the correct way to terminate your account within Fathom.

Cancel my account

Up to date list of states for which Fathom collects sales tax

Fathom Account/Billing: Sales Tax Collection (USA)

James Lin

Subscription & Billing

Keep your Fathom account safe

Fathom allows users to enable SSO with Xero or Intuit QuickBooks

Single Sign On for Xero & QuickBooks

How 2FA works, why it matters, and when it's mandatory

What is two-factor authentication?

Set up two-factor authentication

Enforce two factor authentication for your Fathom account

Make 2FA Mandatory

Recover your account and manage authentication device

Manage two-factor authentication

Advice on switching devices when using 2FA

Use two-factor authentication with a new device

Security

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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