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JColeCares
Level 2
April 16, 2024
Question

How do you upload your logo into the tax advisory so the tax planning shows your business logo?

  • April 16, 2024
  • 1 reply
  • 5 views

Seems like it should be easy to upload I just don't know where to go to do it?  duh> help

This topic has been closed for replies.

1 reply

A
Anonymous
April 16, 2024

Hi @JColeCares Are you looking to add it to the proposal or tax plan? Try this- 
Tax plans > View tax plan > Client report > Report settings > Under Upload logo select the pencil icon > choose a file to Open > Select Save Settings 

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