Professional

Add your firm's branding to reports

Put your firm name and logo on PDF reports.

Last updated October 8, 2026

Plan: Professional · For: Firms · Time: 2 min

Your firm's name and logo can appear on the PDF audit reports, case audit reports, and certificates you create.

  1. In the sidebar, select Branding.
  2. Under Firm Name, enter your Organization / Firm Name. It appears in the Certification of Diligence section of your PDFs.
  3. Under Firm Logo, select Upload Logo and choose an image: PNG, JPG, or SVG, up to 500 KB. A square image at least 200×200 pixels works best.
  4. After you add a logo, choose a Logo Size (Small, Medium, or Large) and a Logo Position (Left, Center, or Right). The PDF Header Preview shows how it will look.
  5. Select Save Branding. New PDFs will use your branding.
Branding Settings page with the Firm Name card and the Firm Logo card with the Upload Logo button
Branding Settings page with the Firm Name card and the Firm Logo card with the Upload Logo button

Was this article helpful?

Still need help?

Can't find what you're looking for? Contact our support team.