The Referral Link for your Branded Taxes To Go App is found in the Account Hub. It is automatically generated upon the successful configuration of your Taxes To Go then saved in the Account Hub.
To configure your Taxes To Go, complete the following steps:
- Go to the Account Hub and Log in. The resultant page has a menu to the left and two tiles labeled Notifications and Taxes To Go.
- Proceed to Taxes To Go either through the menu on the left or via View in the Taxes To Go tile on the page.
You will be taken to the Taxes To Go configuration page.
- On the page, you will see several fields, all of which you need to fill. These fields are;
o Profile Name – write either your name or that of your company.
o Color Theme – pick the color of your choice from the six provided.
o Only show Logo on Mobile Site – this gives you the option of only showing your Logo in the app instead of your Profile Name. If you check the check box, then your Logo and not profile name will be visible in the app.
o Apply the same configuration to additional locations – if your Account Hub’s Location Manager has several locations, click on this check box to apply this profile to all the locations. Upon checking this box, another will appear. Click on it to overwrite any configuration on the other locations. However, do not click on this check box if you want every location to have a different profile.
o Upload Logo – to upload your Logo, click on Choose File and pick a file to upload your Logo. The file may be in PNG, GIF, or JPG formats.
o When you have filled all these fields, click SAVE. The referral link will automatically be generated.
Copy the generated referral link and share it with your clients either by email or text. It is this link that they will use to download your branded version of Taxes To Go. When you click on the referral link, it will lead you to the web page seen by your clients when they click the link.
If you wish to have a look at how the app operates, download it using the same referral link to your phone.