LodgeiT allows customization of your firm's branding for professional client emails and financial statements. Upload logos and colors via practice settings to ensure consistent practice identity across outputs.
In "Branding", you can upload your logo and select your primary color. It will be used in client emails and "Financial Reports".
Click the gear wheel icon (top-left) > Settings > Branding.
Click the button "Upload logo"
Select file to upload
The system will propose the most common colors from the logo so the user can select easily or can just manually enter the color.
Where Branding Appears
- Client Emails: Signature requests, lodgment confirmations, report attachments.
- Financial Reports: Headers on compilation reports, balance sheets (special purpose/audit formats).
- eSign Requests: Logo in portal notifications and PDFs.
How to add signature:
Related Article:
The LodgeiT Approach on Preparing "Financial Report"