How do I Customize Branding?

You can fully customize the client experience so that they see your firm logo and color schemes when using Taxaroo. To get started, select Settings > Site Branding.

Step 1: Here you can add your firm's logo and then enter the hex color values for other parts of the client page 

Step 2: Not sure which colors to use?  Use a site like this to find colors that look great.

Step 3: Once you save changes, your clients will now see your logo and colors when they sign in.

Note: That the site branding only applies to your client's view, and won't update your dashboard colors.

Still need help? Contact Taxaroo Support Contact Taxaroo Support