Update your firm details: Client-facing logo and firm name

Your firm name and client-facing logo appear in your clients’ TaxCaddy accounts and in email notifications. For best results, upload a logo that is at least 200 px (width) x 50 px (height). However, you can upload logos with different ratios and sizes (that is, square, circle).

Update your firm details

Follow these steps to edit the firm name and upload a logo.
  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
    button to view the complete list. On the dropdown menu, select
    FIRM DETAILS
    .
  3. On the left panel, the
    Firm Details
    tab should be selected (default).
  4. Your firm name is automatically imported from SurePrep, but you may want to use an abbreviated version if it's long enough to be disruptive in the messages and notifications sent to your clients. If necessary, select the
    Edit
    icon.
    Make the changes in the
    Firm Name
    field, then select
    Save
    . Changes made to
    Firm Name
    are reflected in your templates and in your clients' TaxCaddy accounts.
  5. Select
    Upload Logo
    and go to the location of the file to upload.
    Select the new firm logo, then select
    Open
    .
  6. On the confirmation window, select
    YES
    .
  7. The logo is saved automatically and instantly reflected in your clients' TaxCaddy accounts.

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