How do I Customize the Online Access Portal of My Business?
289 views |Last modified 2/20/2024 2:17:07 AM EST | Added by TaxBandits Team

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.