Make Your Client Portal Uniquely Yours
Enhance your Karbon for Clients portal with custom branding and personalization. Display your firm’s logo or name, add a background from provided presets, and greet clients by their preferred name for a tailored experience.
Display Your Firm’s Identity
You can choose how your firm's branding appears in Karbon for Clients:
Show Your Firm Name – Display your firm’s name in the top-left corner of the portal.
Upload a Custom Logo – Use your firm’s logo to create a professional and recognizable presence. This logo will also be reflected in other client-facing areas, such as invoices and payments.
Customize the Portal Background
The background of the Karbon for Clients homepage can be tailored to match your firm’s branding:
Custom Color – Select a color that aligns with your firm’s visual identity.
Custom Image – Upload an image for a more personalized look and feel. This could be a branded graphic, office imagery, or a sleek professional background.
To modify the branding elements in Karbon for Clients, follow the steps outlined in the Configuring Karbon for Clients: A Complete Setup Guide.
Configure Your Firm-Branded Login Page
Each firm has a unique login page for Karbon for Clients, allowing clients to log in directly.
To find and share your firm’s login URL:
Go to Settings > Karbon for Clients.
Scroll to the Your Karbon for Clients Log In Page section.
Click Copy to Clipboard to copy your firm’s login URL.
Share the link with clients or add it to your website.
When is the firm-branded login page used?
Clients will see your firm's login page when:
They click your firm-specific login link.
They access Karbon for Clients via a magic link (e.g., from a client request) and choose Log in.
Your firm’s security settings require login for client request recipients, and they click a client request reminder link.
Important: Clients must be invited to Karbon for Clients before they can log in. They should create their accounts through the invitation email, as the "Create account" option on the login page cannot be removed.
Personalized Client Experience
Beyond branding, Karbon for Clients also offers personalization features to make interactions more welcoming and client-friendly:
Use Preferred Client Names – The portal will address clients by their preferred name, creating a more familiar and engaging experience.
Time-Based Greetings – Clients are greeted based on the time of day in their location. For example:
Morning: "Good morning, Abigail!"
Afternoon: "Good afternoon, Abigail!"
Evening: "Good evening, Abigail!"