Comment
11-17-2025
09:50 AM
11-17-2025
09:50 AM
@sjrcpa Yes, please forgive me, it was an overlook on my part. I meant to say, Allow the Company Logo on the Client Letter.
Reasons to Allow Logos on Client Letters
1. Professional Branding
- Including a logo reinforces the firm’s identity and professionalism. It creates a consistent brand experience across all client communications, which is critical for firms that invest in marketing and reputation.
- Competitor platforms (e.g., Lacerte) already allow adding a bitmap logo to client letters, showing this is an industry-standard expectation. [accountant...intuit.com]
2. Client Trust and Perception
- A branded letter looks official and trustworthy. Clients often associate a polished presentation with competence and reliability, which can improve client confidence in the firm’s services.
3. Differentiation and Competitive Advantage
- Many tax professionals in the Intuit community have noted that other software includes logos on first pages or letters, making ProConnect appear less customizable by comparison. Adding this feature would help ProConnect stay competitive. [accountant...intuit.com]
4. Operational Efficiency
- Without this feature, firms resort to manual workarounds (e.g., attaching separate letterhead documents), which adds time and complexity. Allowing logos directly in ProConnect saves time and reduces errors. [Re: Allow...on Update) | Outlook]
5. Client Experience
- A branded client letter feels personalized and aligned with the firm’s image, improving the overall client experience and satisfaction.
Compliance Note
- Adding a logo to the client letter is safe because it does not alter government forms. This distinction was clarified in community discussions:
“Just in the Client Letter… Not on the forms.” [Re: Allow...he Returns | Outlook] - IRS restrictions apply only to official tax forms, not to accompanying letters.