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!

You can also change the "Firm Color", as shown above, that is used for specific fields in our Insurance Risk Management and our Estate product. Specifically, this field affects the following sections:

• P&C Insurance Review report — colored headers on Home, Auto, Landlord, and Umbrella policy sections
• P&C Agent Questionnaire — section headers on that tab
• P&C insurance data-entry forms — top header bar (and support-only toolbar)
• Estate reports — section title banners (Estate Plan, Financial POA, Medical POA, Beneficiary Review, Asset Diagram disclaimers)
• Estate Plan report — probate box, agent info boxes, and Who Gets What diagram heir icons
• Medical POA report — agent info boxes

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.