The experience that your clients receive with our client task functionality can be customized to suit your firm's brand.

Options available to customize include:

  • Client view background color
  • Client view background image
  • Text color
  • Designs ensure that your logo is clear and visible to your clients. 
  • Unique name on the tab of the browser like firm name
  • Unique image on the tab of the browser like your company logo
  • Unique text at the top of body section (just below the white banner area)
  • Removal of Karbon branding on the client task initial and reminder emails

The domain name where your clients interact with their client tasks can also be changed. For instance instead of, you may wish to direct clients to Please note, you are responsible for securing and providing your personalized domain name and SSL certificate (see below).

An example of how this might look

This functionality can be implemented upon request for a fee (see pricing at . Please enquire with your account manager as to availability or email

Your SSL certificate

In order to customize your client task portal, you are required to secure and provide the appropriate SSL certificate in .pfx format for a minimum two-year license. There are many sites to purchase this—we recommend

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