Your workspace settings control how your accountant workspace is identified — both internally within Recap and externally to your clients.
Select Settings from the left-hand menu to access Team Settings.
Workspace name
This is the name you'll see inside Recap when working within this workspace.
Click Edit to update it.
External workspace name
This is the name your clients will see when you collaborate with them — for example, when they receive an invitation from your workspace. It is typically your firm's trading name.
Click Edit to update it.