Branding is set once in Settings → Branding and flows to the client portal, emails, PDFs and notifications.
What you can set
- Logo (wide wordmark) and icon (square mark, used for the favicon and avatars)
- Brand colors — primary and accent, with a live contrast check
- Email sender — the from-name and from-address on client emails
- "Powered by" toggle — operator chrome only, never on client surfaces
Tips
- Upload a transparent PNG or SVG logo for the cleanest result.
- The contrast check warns you if text on your brand color will be hard to read.
- Changes apply immediately across all client-facing surfaces.
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