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

Update your firm details

Sign in to TaxCaddy.
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
.

On the left panel, the
Firm Details
tab should be selected (default).

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.

Select
Upload Logo
and go to the location of the file to upload.

Select the new firm logo, then select
Open
.

On the confirmation window, select
YES
.

The logo is saved automatically and instantly reflected in your clients' TaxCaddy accounts.
note
The optimal logo size is at least 200 px (width) x 50 px (height). However, you can also upload a logo with a different ratio (that is, a square logo).