Site Branding

Updated: 2025-01-14

Update your site branding on the Client Portal Settings page. You can 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 200 pixels wide by 100 pixels tall.

1. Click Upload Image to upload your company logo.
2. Use the zoom slider to change the size of the image if required. The zoom slider only appears when you upload a new image.
3. Click the icon in red to delete the image. 
4. At the bottom of the page, you can Preview what your clients will see on their portal.
5. Click Save Updates.