Set your logo, colors, and email sender

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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