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How to brand (your client portal) like a boss

7th Jun 2023
Brought to you by
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Award winning CRM & practice management software

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Have you found this content useful? Use the button above to save it to your profile.

Your clients' experience is defined by your brand, and with AccountancyManager's white labelling feature, you can easily bring this vision to life. It’s like adding the perfect accessory to your branding wardrobe, providing clients with that seamless experience from your website to their portal – we’re talking fonts, colours, background, you name it. 

The 5 best parts about it? 

1. Have your own URL 

Create a unique URL for your client portal — make it as creative or personalised as you like, and even add it to the menu on your website. When clients login to their portals, AccountancyManager won’t be mentioned in the URL, appearing as if it was already built into your website. 

2. Add your own colours, fonts and logo 

Add custom colours, fonts and logo to the portal across the top bar. The buttons will still stay green, but you can use the "Live Preview" feature to see how it looks while you work, creating a design that won't be easily forgotten (just don't forget to hit save when you're done!).

3. Add your own background to the portal too 

Transform the plain white background to another colour or image that reflects your firm's brand. Use a site like Unsplash to find some free visuals, or simply pop in your own. It can be anything you like — whether it's your firm's colours or the office cat (we won't judge).

4. Add a favicon too (a what?!) 

What's a favicon? It’s that little icon that appears beside your website’s title on a browser tab. This shows up while your clients are browsing online, in their bookmarks bar, browser history, and more. Check out the example of Bright’s favicon in the top left corner of the image below. So when you add your own custom icon as a favicon, it means no more standard AccountancyManager logo on your client portal tabs. Instead, clients will get to see your unique logo instead. 

bright favicon
Bright

5. Easy implementation 

Getting started is super simple – just go to Portal Branding within the settings menu, and you can start adding your brand’s personality to the client portal straight away. Here at Bright, we’re on a mission to make a happy and efficient working life a reality for accountants through reliable software and amazing support. To learn more about our white labelling feature and our practice management software, AccountancyManager, book a demo of the software below. 

Want some more branding and marketing tips? Check out our guide on marketing tips for accountants.

View guideBook a demo

eleanor vaughey 

 

Written by Eleanor Vaughey | Bright

 

 

 

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