Adding and deleting a firm logo to a client's 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.

Add a logo to the Intuit Link interface

1. Navigate and log on to the Intuit Link site.
2. Select the Firm Settings link on the left-side menu; the firm settings page displays.
3. Identify the Firm Logo section of the firm settings page.
4. Click Add a photo or logo. The file selection window displays.
5. Navigate to the location where the firm logo image file is stored.

Note: Intuit recommends the following image file types: PNG, JPEG, and GIF.

6. Select the image file.
7. Click the Open button; the Firm Logo section populates with the logo selected.
8. Drag the corners of the test image to resize the logo, as required.
9. 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 logo from the Intuit Link interface

1. Navigate and log on to the Intuit Link site.
2. Select the Firm Settings link on the left-side menu. The firm settings page displays.
3. Identify the Firm Logo section of the firm settings page.
4. Click the garbage can icon next to the current logo; the Delete Logo prompt displays.
5. Click the Yes, Delete button. The firm logo section reverts to the original state, and the firm logo is removed.