TaxBandits Knowledge Base

How do I Customize the Online Access Portal of My Business?

TaxBandits allows you to customize the Online Access portal with your business URL, logo, and theme to reflect your brand. Here are the steps to customize:

Step 1:

From the Dashboard, navigate to the 1099/W2 Tab.

Step 2:

Click the Settings icon. 

Step 3:

Then, click on the Continue Button.

Step 4:

Upload your business logo, choose the primary & secondary color, and set the portal URL as per your needs.

Step 5:

Once done, you can preview the portal to have a glance at the changes.

Step 6:

Once previewed, click the Publish button to complete the Online Access Portal Customization.