Can I Customize My Client Deliverables?

Firm Admins have the ability to add a custom logo and disclaimer language to client deliverables by navigating to Settings > Features & Tools > General, as shown below.

To add a logo, scroll to the Firm Logo section. Click the "Choose File" button to upload the logo image from a local drive. For optimal results, images should be at least 75 pixels tall by 75 pixels wide. The maximum width for logos is 400 pixels.

If the image looks too small on  reports, resize the image file to fit the above specs. Typically, the short and wide logos show up the best on the deliverables!

Firm admins can also add Disclaimers within the Features & Tools section. Navigate to "Disclaimers", which should automatically open the "Tax" tab. Premium subscribers will also have sections to add Disclaimer Language for Tax Letters and Explainers (Tax Explainer, Roth Explainer, DAF Explainer, and QCD Explainer).

 

To add Disclaimer Language for Reports (Tax Report, Scenario Analysis, and Range Calc), click on the "Miscellaneous" tab.