How to Customize Branding

Taxaroo offers Full White Labeling features. You can add your logo and branding to all client portals, invoices, and messages, including using your own domain name. As a result, you can fully customize the client experience.

How to Customize Branding

Step 1: To get started, select the Settings module > Site Branding

Step 2: Your logo - Here, you can add your firm's logo

Step 3: Header background color - Enter hex color values for the header background color (use a site like this to find colors)

Step 4: Header text color - Enter hex color values for the header text color (use a site like this to find colors)

Step 5 Page background color - Enter hex color values for the background color (use a site like this to find colors)

Step 6: Preview your branding - Once you save changes, your clients will now see your logo and colors when they sign in.

Note: The site branding only applies to your client's view and won't update your dashboard color