Setting up your branding

What branding affects

Your firm's name and brand color appear in:

• The client portal header
• Automated reminder emails
• Document request notification emails
• E-signature document headers
• Signed PDF certificates

When a client visits their portal, they see your firm name and color — not idutax.

Updating your firm name and color

Go to Settings → Firm → Save changes.

Firm name: Appears in all client-facing communications. Use the name your clients know you by.

Brand color: A hex color code (e.g., #0F6E56). This is the accent color in your client portal and emails. The default is idutax's teal. Most firms use their primary logo color.

Choosing a brand color

Your brand color should have enough contrast for readable text on white backgrounds. WCAG AA requires a contrast ratio of at least 4.5:1.

Dark colors that typically work well:

• Dark navy: #1E3A5F
• Forest green: #1A5C38
• Deep burgundy: #5C1A1A
• Charcoal: #2D2D2D

Avoid very light colors — they won't be legible as text.

Logo (coming soon)

Logo upload is on the roadmap. Currently, the firm name appears as text in the portal header.