Practice Settings
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This list will teach you to link your firm’s website to your Client Hub account for easy client access. Under the Menu Option in the left navigation, click on Manage Practice. Go to the Practice Info tab Enter your firm's website or blog page address to provide your clients with quick and easy a...
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Add Your Firm’s Social Media Links to the Client Portal -
You can personalize your Client Hub portal by adding links to your firm's social media profiles. These links will appear on your client-facing portal so clients can easily connect with your business online. 🔧 How to Add Social Media Links Go to Settings In the left-hand navigation bar, click th... -
The following article will teach you how to change how to change how the name of your firm appears in your Client Hub account. Under the Menu Option in the left navigation, click on Manage Practice. On the Practice Info tab enter your firm name as you would like it to appear on your Client Hub ...
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When you add your firm logo to your Setup & Settings page it will provide a branded experience for your firms and clients as follows Your logo will be displayed in the client view of the Client Workspace (the accountant view will always see the Client Hub logo). The client invites and all em...
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This article will guide you on how to change your header color in the client view of your Client Hub account. This will allow you to help brand the client experience. Under the Menu Option in the left navigation, click on Manage Practice. Go to the Practice Info tab Click on the Header Color fie...
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The following article will teach you how to change how to change how the name of your firm appears in your Client Hub account. Under the Menu Option in the left navigation, click on Manage Practice. On the Practice Info tab enter your firm name as you would like it to appear on your Client Hub ...
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Inviting Client Users to Client Hub -
Efficiently manage your client collaborations by inviting Client Users to their respective company workspaces in Client Hub. This guide provides step-by-step instructions to ensure a smooth invitation process. ➕ Adding a New Client User To invite a new Client User: Navigate to the Client Works... -
Manage (Client) Assignments for Practice Staff
Once your Practice Staff member has accepted the invitation to join Client Hub you can select which client accounts they will be able to access There are 2 options for assigning staff users to client workspaces: From the Manage Practice Page Under the Menu Option in the left navigation, click ...