Settings

Manage security, notifications, and portal branding.

Portal branding

Make this portal feel like your firm. Changes apply instantly and are saved to this browser.

Logo

Business name

Tagline

Brand color

Accent color

Sidebar color

Tax Strategy OS link (header button)

Preview

Primary button

Secondary

BadgeAccent

Firm contact info

Phone

Address

Services offered

Custom links

No custom links added.

Welcome message (shown on client dashboard)

Portal name (shown in sidebar)

Want each firm to have their own saved portal? Ask us to enable cloud sync so branding follows your account across devices.