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IRIS KashFlow Connect – Branding

The Branding feature within IRIS KashFlow Connect allows you as the partner to have your logo replace where you would normally see a KashFlow logo in the software. You can also change the colour scheme of the software in order for it to fit in with your practice colours. Effectively it makes KashFlow look like your own software which you are providing to your clients, an example of a branded account can be seen below. It is also very easy to set up.

 

Adding your logo to clients accounts

To add your logo you first need to log into IRIS KashFlow Connect and then go to Branding and then press Logo. Now you can Choose image and browse for the file you want to use, then press Upload Image.

If for any reason you want to revert back to the KashFlow logo then you can do so by coming back to this page and pressing Revert to Default. Your logo should now appear in your clients accounts where yo would normally see a KashFlow Logo

Changing the colours of the software

You can change the colours inside the application by again logging into to IRIS KashFlow Connect and going to Branding then click into Colours. You now need to press into each of the colour pallets in order to change this. Once here you can then adjust the colour you require by playing about with the colour pad or alternatively you can enter the colour code at the bottom of the box. Once this has been set, simply press Update. Your clients accounts have now been branded to your practice!

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Taking Branding Further

If you wanted to take Branding a little bit further and have some technical knowledge then there are some additional features that you can use, these can be found in the Branding tab within IRIS KashFlow Connect:

  • Login Code – Use the HTML code we provide to enable your users to login directly from your own website.
  • Getting Started Guide – Replace our Getting Started Guide with your own version.
  • Web Addresses – Select the web address that your clients should be sent to when they log out
  • Registration Page – Edit your branded registration page

See how KashFlow works with your business and your books