Engagement Branding

Updated: 2025-01-14

Choose how you would like your firm branded in engagements with clients from the Client Portal Settings page. See also Updating Organization and Preparer Email and Phone Number in TaxFolder.

1. If you prefer to relate the branding of engagements and other communications in TaxFolder to the preparer assigned to the engagement, select Preparer.
2. If you prefer to relate the branding of engagements and other communications in TaxFolder to your firm, select Organization.
3. Click Save.