Firm branding
Your logo and your colour, on the page your clients see and the emails they get. Set once.
Your client should feel like they are dealing with your firm, because they are. Vylan's name is not the one that needs to be on that page.
What you set
In your firm settings:
- Firm name: what your clients see you called.
- Logo: appears on the portal.
- Brand colour: the accent on the portal and in your emails.
Where it shows
Your client's portal and the emails Vylan sends on your behalf. The greeting they read names your firm, not us: Here's what Lavoie CPA needs from you.
Pick a colour with enough contrast to read against white. If the default is doing you no harm, leaving it alone is a perfectly good decision.