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⚙️ Settings

🎨 Firm Branding

Customize how your firm appears in the client portal, proposals, and emails.

Share this link with clients. They sign in with their email and password.

Firm Logo
No logo
PNG, JPG or WebP. Recommended: 400×200px or wider, transparent background.

Upload a square brand mark for the login page and browser icon. Recommended: 512×512px, with a transparent background.

No icon

Keep the full firm logo for proposals and emails. The portal icon also appears in the client portal's browser tab.

Shown in portal and proposals instead of your account name.
Used for portal buttons and accents.
Shown on proposals and tax letters.

🌐 Custom Domains

Let clients access proposals and the portal via your own domain (e.g. my.sentineltax.co) instead of darklion.ai.

📋 Setup Instructions
  1. Enter your domain below (e.g. my.yourdomain.com) — you'll get a TXT verification token and CNAME target.
  2. Log in to your DNS provider (GoDaddy, Cloudflare, Namecheap, etc.) and add both records shown — the TXT record to verify ownership, and the CNAME record to point traffic to DarkLion.
  3. In your Railway dashboard, go to your DarkLion service → Settings → Networking → Add Custom Domain → enter your domain. Railway will handle the SSL certificate automatically.
  4. Click "Check Verification" once your DNS records have propagated. Usually under 30 minutes.
  5. Once verified, all proposal links for your firm will automatically use your custom domain. ✅

🔑 API Keys

API keys allow external agents and services to access DarkLion APIs. For Agent Work features like Inbox drafts and Team Chat replies, assign the key to the staff/agent identity it should act as. Store keys securely — they are shown only once.

DarkLion MCP URL
Use this URL when connecting DarkLion to an MCP client. The client will guide you through secure OAuth authorization.
https://darklion.ai/mcp

Desktop Apps

Install desktop tools for your firm's staff.

🦁
DarkLion Drive
Mount your DarkLion documents as a folder on your Windows desktop. Drag and drop files directly into client folders.
Windows 10/11 only  ·  WinFsp installed automatically.
Setup notes:
1. Install WinFsp before running the installer. If you see a WinFsp error, download it first: winfsp.dev/rel
2. After connecting, look for the DarkLion Drive shortcut on your Desktop. On OneDrive-synced PCs it may appear in your user folder (C:\Users\you\DarkLion Drive) — drag it to your Desktop.
⬇️ Download DarkLion Drive v1.0.2
💻
DarkLion Desktop
Run DarkLion as a full desktop workstation app with native notifications, taskbar unread badges, Team Chat alerts, deep links, and faster access to daily advisor workflows.
Windows 10/11  ·  Native notifications  ·  Taskbar unread badge  ·  Team Chat + Messages alerts
⬇️ Download DarkLion Desktop v1.0.3
🖨️
DarkLion Print Agent
Print and upload tax documents directly from Drake Software to DarkLion. Batch print jobs with automatic client matching.
Windows only  ·  Requires Drake Tax Software
⬇️ Download Print Agent v1.0.1

🗓 Tax Season

Set the active tax year for client organizers. When you flip this, the client portal immediately shows the new year's organizer. No deploy needed.

What this controls
→ Client portal Organizers tab shows the active year
→ New Drake organizer uploads default to this year
→ Prior years move to the "Prior Years" section on the client portal
📋 Manage Client Organizer Visibility

📄 Client Document Upload Routing

Choose which staff members receive Inbox alerts for each client-uploaded folder. Organizer uploads follow Tax routing. Secure-message attachments remain regular Messages.

Tax⚠ No recipients configured — Tax uploads will not create alerts.
Bookkeeping⚠ No recipients configured — Bookkeeping uploads will not create alerts.
Other⚠ No recipients configured — Other uploads will not create alerts.

Communications archive

Generate a retained, checksum-verified export of client and internal communications for any date range.

Open communications archive
Archive status
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Archived companies

Hidden company records can be restored at any time.

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🔗 Integrations

Connect third-party services to this firm.

Used for financial planning data sync. Leave blank to disable Blueleaf integration.

Connect LedgerHQ once for the firm, then map any DarkLion company to any LedgerHQ company from the Company → Bookkeeping tab.

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DarkLion AI
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