Settings
Business name, logo, brand colors, contact details, hours, welcome message, and referral settings.
Branding & business details
Branding is shared across both sides of Tax Suite. Edit your business name, logo, colors, email, phone, website, hours, and welcome message in one place.
Open branding settingsAdvisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.