Expanding Your System
If you are interested in adding another user or module
to your system, please contact Sales at
firstname.lastname@example.org. They will be glad to assist you
and help explain the different products we offer. test.
Other Changes to Your System
Should you need to make other changes to your system,
you may e-mail the request to
requests must come from the Registered User. To ensure
timely and accurate processing, please include the name
of the specific users to be removed. Please note that
all changes must be written requests and can take up to
30 days to process. Upon completion, a confirmation
email will be sent to the Registered User.
Changing the Registered User of your SmartOffice account
Typically the Registered User in your office is the person who owns the data in your SmartOffice database. To change the name of the registered user associated with your SmartOffice account please complete the form below and fax the signed copy to (866) 422-0259. You will also have to
re-submit a Pre-Authorized Credit Card form (depending on your payment method) even if you will be using the same credit card.
Click here to download the Registered User/Data Ownership Change Request Form
To change the method of payment for your system, please
complete one of the following applicable forms and fax
it to (866) 422-0259:
Pre-Authorized Checking (pdf)
Pre-Authorized Credit Card (pdf)
Pre-Authorized Credit Card - Canada (pdf)
General Billing Inquiries
For general billing inquiries (to request a copy of your
most recent invoice, assistance completing the PACC
Form, etc.) please email
immediate assistance, you may call
(626) 585-3505 during
our normal business hours which are Monday through
Friday 8:00am to 4:00pm PST. The department is closed on
most major holidays.