To co-brand the Mobile App, use the following steps:

1. Log in as the Admin or a user with the Administrator role.

2. Click your name on the top right of the screen and select Settings.

3. Click Co-Brand Mobile App.

4. The Configure Mobile app dialog box displays. Select the Main Office or Sub Office that you would like to co-brand and click Edit.

5. The Co-Brand Mobile app dialog box displays. You should complete all applicable information on each tab (see details below).

6. Once you have finished entering information, click Update Mobile Site.

7. The status changes to Provisioned once you have saved your information. To change the information you entered, click Edit.

Service Bureau Details

The Service Bureau Details tab allows you to enter information about your office and contact information.

Images

The Images tab allows you to upload images for your website logo and/or Mobile app Logo.

Prep Fees

The Prep Fees tab allows you to enter the amounts of fees. Fees entered on this page must match what has been entered on your bank application. If your fees do not match, returns will be rejected.

About & Contact

The About & Contact tab allows you to enter information about your office. It also allows you to configure the information displayed in the Mobile Contact Info.

Customize Home Page

The Customize Home Page tab allows you to configure how your mobile app home page looks. Click each link on the lefthand side of the screen to configure multiple options.

Themes

The Themes tab allows you to select colors to customize your mobile app.

Conversations

The Conversations page is a communication channel between taxpayers and the return preparer, via the mobile application.

Conversations can be sorted by the column headings or you can search for certain conversations.