From the Client Portal page in TaxFolder Account Settings, you can control what actions are available to your clients in the Client Portal as well as update your Engagement Branding and Site Branding.
You can allow clients to upload files in the client portal by checking the File Sharing box on this page.
Choose how you would like your firm branded in engagements with clients. See also Updating Business and Preparer Email and Phone Number in TaxFolder.
Upload a logo to display it in the emails sent from TaxFolder to your clients and on the pages where your clients interact with TaxFolder. If you do not upload a logo, emails and pages will use the TaxFolder logo.
The optimal size for logos is 200px wide by 100px high.