Engagement Branding

Updated: 2025-01-09

Choose how you would like your firm branded in engagements with clients. See also Updating Business and Preparer Email and Phone Number in TaxFolder.

1. If you prefer to relate the branding of engagements and other communications in TaxFolder to the preparer assigned to the engagement, select Preparer.
2. If you prefer to relate the branding of engagements and other communications in TaxFolder to your business, select Organization.
3. Click Save.