Customize your Account Logo

When you add your firm logo to your Setup & Settings page it will provide a branded experience for your firms and clients as follows

• Your logo will be displayed in the client view of the Client Workspace (the accountant view will always see the Client Hub logo).
• The client invites and all email notifications
• The firm-branded login page (Premium subscriptions only, click here to request)

Follow the instructions below to upload your firm logo

1. In the left navigation click on Setup & Settings
2. Click Design in the Client Portal section
3. Click the link to upload your firm logo
4. When you are finished click the Save Parameters button.