Manage Templates
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Create your client invite email template
Client Hub sends a standard message when you invite client users. You can customize the experience by creating your own default client invite message, to give the email invite a familiar look and feel and to provide your clients with more information about how you will use Client Hub to take clie... -
Job Templates allow you to create templates for common services that you offer your clients. Job templates can include internal tasks as well as client tasks. Once a job template is created, it can be used to create a job for any client. You can create a template for your firm by starting from o...
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How to set up a default folder structure
You can create a default folder structure that will be added to the workspace when a new client is added. Go to Templates on the left navigation Click on the Default Workspace tab at the top of the page Select Folders from the list Select the main folder you want to create folders for (Client sh... -
How to use Client Hub Job Templates
Our team has developed our own Job Templates, giving accountants and bookkeepers access to prebuilt templates to make using Client Hub for internal workflow even easier. Go to Manage Templates on the left navigation From Job Templates Select Client Hub Templates Click the ellipsis (...) and Sele...