Practice Settings
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To add new team members from your firm to your Client Hub account: Under the Menu Option in the left navigation, click on Manage Practice. In the Manage Practice Staff section click the Invite Staff button. Enter the team member name, email address and select their access level. Click the Invite...
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This article will allow you to add links to review sites for your clients to follow. This will allow your clients to post reviews of your firm on ProAdvisor, Xero, Yelp, and LinkedIn. Under the Menu Option in the left navigation, click on Manage Practice. Click the Reviews Widget to enter the we...
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The following article will teach you how to add links to your firm’s social media accounts in your Client hub page. This includes Twitter, Facebook, and LinkedIn. Under the Menu Option in the left navigation, click on Manage Practice. Click the Social tab to add links to your social media and ne...
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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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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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This article will guide you on how to change your logo to be displayed in the client view only of Client Hub (the accountant view will always see the Client Hub logo displayed in the upper right hand corner). This will allow you to help brand the client experience. Under the Menu Option in the l...
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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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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 ...