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:
Identify the "Firm Logo" section of the form settings page:
Click the "Add a photo or logo" link; the file selection window displays:
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:
Click the "Open" button; the "Firm Logo" section populates with the logo selected:
Drag the corners of the test image to resize the logo, as required:
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:
Identify the "Firm Logo" section of the form settings page:
Click the "garbage can" icon next to the current logo; the "Delete Logo" prompt displays:
Click the "Yes, Delete" button; the firm logo section reverts to the original state and the firm logo is removed:
