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Managing your Treefort Business Settings

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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8 STEPS

1. Click settings


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2. Under business, click business settings


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3. Scroll down and click ID verification


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4. Select Treefort to be your IDV default provider

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5. From the drop-down, you can choose whether to display your Treefort fee in your trust ledger, statement of account, or don't display

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6. Treefort charges $25.00 per completed report, which you will see in the fee amount


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7. Click fee subject to HST, if applicable

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8. You can select additional security requirements here, but these options are not required


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Next step: Practice

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