Upload your firm logo

You can upload your firm's logo in Onvio Center and then use it in Client Center. Your logo will appear on the Client Center sign-in page and as the header on each page of the application. It will also be displayed on the sign-in page of the Client Center mobile app.

  1. Choose Setup > Firm Settings.
  2. On the General tab, select the Browse For Image button.
  3. Browse for an image or drag one from your files and drop it in the panel.

To see how your logo will display in Client Center, choose Setup > Onvio Site Settings and select the Firm Logo tab.

Notes:

  • Your logo won't be displayed on the Client Center sign-in page for new clients until after they sign in for the first time.
  • The minimum size is 130 by 130px for square logos and 130 by 390px for rectangular logos.
  • The square logo option is only available if your firm is licensed for Advisory and Workpapers.
  • Common image files supported include: JPG, JPEG, PNG, GIF, WEBP, ICO, and BMP.
  • There is not a maximum size for logo image files.

Contact us

Was this article helpful?