Your firm's branding

A walking tour of the LedgerOS workspace
settings/branding
Clients

Branding & portal

Customize how your firm appears to clients in the portal.

Portal address

Where your clients reach their portal.

brightwater.tryledgeros.com Live

Your free address — always available to your clients.

brightwater .tryledgeros.com Save
Your own domain

Point portal.yourfirm.com at LedgerOS for a fully branded address.

Use a subdomain like portal.yourfirm.com. It stays free.

Branding & portal

Customize how your firm appears to clients in the portal.

Portal address

Where your clients reach their portal.

portal.brightwatercpa.com Live · primary

Last checked 3 hours ago. We check again every night automatically.

brightwater.tryledgeros.com Redirects

Old links still work — this address forwards to your custom domain.

Not checked yet — we check every night automatically, or check now.

Set up automatically Check DNS

Add this to your DNS provider — or let us publish it with Set up automatically.

Host portal Value cname.tryledgeros.com

Branding & portal

Customize how your firm appears to clients in the portal.

Portal address

Where your clients reach their portal.

portal.brightwatercpa.com Publishing…
Set up automatically Check DNS

Setup was closed before it finished. If you already added the record at your provider, use Check DNS — otherwise add it by hand below.

Add this to your DNS provider — or let us publish it with Set up automatically.

Hostportal Valuecname.tryledgeros.com

Branding & portal

Customize how your firm appears to clients in the portal.

Branding

Your logo, color, and welcome note set the tone for clients.

Logo
BC Replace logo

PNG or SVG, up to ~2 MB.

Accent color
#1a6b3c
Welcome message Everything we need from you, and everything we've sent you, is here. Call the office any time — we'd rather answer a question than wait for a document.
BC Brightwater CPA portal.brightwatercpa.com

Welcome back, Sarah

Everything we need from you, and everything we've sent you, is here. Call the office any time — we'd rather answer a question than wait for a document.

4 documents requested Upload what's needed to keep things moving. Open