Customize your Account Logo

This article will guide you on how to change your logo to be displayed in the client view only of Client Hub (the accountant view will always see the Client Hub logo displayed in the upper right hand corner). This will allow you to help brand the client experience.

  1. Under the Menu Option in the left navigation, click on Manage Practice.
  2. Go to the Practice Info tab
  3. Upload your firm logo to brand the workspace.
  4. If you do not have a logo your company name will appear as listed.  
  5. When you are finished click the Save changes button.

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