Unfortunately, once the generic Taxes To Go app account has been created, there isn’t a way to switch the account to branded. The branding is tied directly to the taxpayer's email address that you use to send out the referral link from Account Hub.
For the taxpayer's Taxes To Go app to be branded, the taxpayer needs to create their app account using the same email address you entered on the referral link page in Account Hub. If they use a different address than the one you entered, the app will be generic.
If the taxpayer wishes to see the branded app after registering for the generic version, they must:
- Uninstall the generic app on their device
- Download the app again from your referral link, which you must send to a different email address
- Register their app account with that email address. The referral link address must match the registered address for the branding to work.
Note: The only difference between the generic and branded Taxes To Go apps is the process of claiming the app. Branded apps show up in your Taxes To Go queue, while generic apps must be pulled in manually. Both apps have the same functionality, and the process of preparing the tax return is the same.