cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help
Intuit

Adding and Deleting a Firm Logo to a Client Intuit Link Interface

A preparer can extend their firm's brand to a client's interface by adding the firm's name and logo to Intuit Link.

Adding a Firm's Logo to a Client Intuit Link Interface

Navigate and log on to the Intuit Link site.
Select the "Form Settings" link on the left-side menu; the form settings page displays:
User-added image
Identify the "Firm Logo" section of the form settings page:
User-added image
Click the "Add a photo or logo" link; the file selection window displays:
User-added image
Navigate to the location where the firm logo image file is stored.
Note: Intuit recommends the following file types: PNG, JPEG, and GIF image files.
Select the image file, as illustrated in the following screenshot:
User-added image
Click the "Open" button; the "Firm Logo" section populates with the logo selected:
User-added image
Drag the corners of the test image to resize the logo, as required:
User-added image
Click the "Save" button in the "Firm Logo" section; the logo is saved.
Clients will now see the firm logo when logging in to their portal.
Deleting a Firm's Logo from a Client Intuit Link Interface
Navigate and log on to the Intuit Link site.
Select the "Form Settings" link on the left-side menu; the form settings page displays:
User-added image
Identify the "Firm Logo" section of the form settings page:
User-added image
Click the "garbage can"  icon next to the current logo; the "Delete Logo" prompt displays:
User-added image
Click the "Yes, Delete" button; the firm logo section reverts to the original state and the firm logo is removed:
User-added image

Was this helpful?

You must sign in to vote, reply, or post