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Customize and setup options

Custom Styling

Custom Styling
lets you personalize your client's TaxCaddy experience according to your firm's color branding policy. Setting a firm logo and custom styling lets you distinguish your firm's identity and establishes brand awareness with your client. The custom styling feature affects all connected clients.

Change Custom Styling

Follow these steps to personalize your client's TaxCaddy experience:
  1. Sign in to TaxCaddy.
  2. Select
    Administrative
    , then select
    FIRM DETAILS
    .
    If
    Firm Details
     doesn't appear on the navigation menu, select the
    Expand Menu
     icon to view the complete list. On the dropdown menu, select
    Firm Details
    .
  3. On the left panel, select the
    Custom Styling
     tab.
  4. Custom Styling can only be saved by a user who's assigned as a
    Firm System Administrator
    . You will get the following window if you don’t have permission to modify the custom styling.
    Go to
    Account Admin
    Users
    User Management
     to view or edit user group.
  5. On the right panel, the upper half shows you a live preview based on your current color selection. The
    Preview
     section lets you see how your current color palette will look on your client's TaxCaddy account.
  6. The lower half lets you customize colors based on your firm's branding policy.
    • Select
      Desktop
       to modify colors for TaxCaddy on the web (selected by default).
    • Select
      Mobile
       to modify colors for the TaxCaddy app on iOS and Android.
    Enter the HEX code (that is, #18B86B) associated with your firm's color branding policy.
  7. In the
    PRIMARY COLOR
     field, enter the lighter HEX color code (that is, #18B86B) associated with your firm.
    If you get the message
    This field needs to be a darker shade for the best user experience
    , then select a darker color.
    Learn more about contrast ratios.
  8. In the
    SECONDARY COLOR
     field, enter a darker HEX color code (that is, #18B86B) associated with your firm.
    If you get the message
    This field needs to be a darker shade for the best user experience
    , then select a darker color.
    Learn more about contrast ratios.
  9. Enter
    HEADER COLOR
     for
    Titles
    /
    Headers
    . Enter
    BODY FONT COLOR
     for paragraph text.
    If you get the following message, then select a darker shade or a different color.
    Learn more about contrast ratios.
  10. In the
    DARK MODE PRIMARY
     field, enter a hex color code that has a contrast ratio of 1.8 against both white (#ffffff) and black (#000000) color. Select
    Toggle Light Mode
     to see the preview panel in dark mode.
    Learn more about contrast ratios.
    Taxpayer's experience using dark mode.
  11. To modify colors for the TaxCaddy app on iOS and Android, select the
    Mobile
     tab then set colors for each field.
  12. Select
    SAVE CHANGES
     to save changes. To revert all colors back to the default TaxCaddy colors, select
    SHOW DEFAULT
     then select
    SAVE CHANGES
     to save the default colors.
  13. On the
    Confirm Custom Styling
     window, select
    I acknowledge that I have read, understand and agree to the terms above. By checking this box I confirm my selection
    .
  14. Select
    Confirm
    . All Connected (status) clients will see the new custom styling immediately.

Contrast ratio

The use of complementary colors is about finding shades that provide enough contrast between the content and the background for anyone with low vision impairments and color deficiencies. Care should be taken to ensure a level of contrast in body text, logos, and other pieces of content. Because of this, we have set up contrast ratio validations for “Primary”, “Secondary”, “Header”, and “Body Font” branding colors based on how they’ll appear in TaxCaddy.
When compared against white color (#FFFFFF), the contrast ratio for your selected color must be equal to or greater than the following:
Color type
Web
Primary Color
1.2
Secondary Color
2
Header Color
2
Body Font Color
2
Dark Mode Primary
1.2 or greater against white color
#ffffff
&
2.5 or greater against black color
#000000
Color type
Mobile
Primary Color
1.2
Secondary Color
2
Top Bar Color
2
Header Font Color
2
Body Font Color
2
You can use the following third-party links to view your contrast ratio:
You will get the following message if your contrast ratio is lower than the minimum requirement:

Permissions

Only the Firm System Administrator can save the Custom Styling. Users without proper permissions will get the following message on the
Permissions
 window: 
You don’t have permission to save changes to these settings.
To view your Firm System Administrator, go to
Account Admin
User Management
USER GROUP (column)
Firm System Administrator
.
You can also edit an existing user or create a new user as a
Firm System Administrator
.

Demo

This article applies to:

  • Product: SurePrep

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