Accountant Resources
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Follow the easy steps in the guides below to get started with Client Hub. Getting Started with Client Collaboration Getting Started with Internal Workflow
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A simple step-by-step approach to help you get your clients onboard and reap the full benefits of Client Hub: 1. Choose a few pilot clients Tip: Start with 3 to 5 “good fit” clients when you are starting out with Client Hub. To identify the right clients, consider the following: Clients who ar...
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Client Hub Referral Partner Program
Referrals are the highest form of compliment you can give us. As our way of saying thank you, and welcoming your peers to use Client Hub we have developed our Referral Partner Program. Here is a summary For any new subscriber that you Refer: They get a total of $50 off their first 3 months of ... -
[Client] Introduction Power Point Deck
Click the link below to download our PowerPoint deck to be used to present the features and benefits of the Client Hub client portal to your clients. This deck can be customized by adding your firm's name, logo, and contact information. Link to Customizable Presentation -
[Client] Intro to your Workspace Video & Script
To help get your clients onboard with Client Hub we have created a short video (2 min 37 sec) that you can share with your clients. If you would prefer to create your own personalized intro video you can use or modify the script below. Intro to your Workspace Video Tip: Consider adding a link t... -
Pre-Invite Sample Email Template (Standard and Premium plan users only)
Dear Client, We are excited to announce that our firm has invested in a new online client collaboration platform called Client Hub (the name says it all!) Our investment in this new platform is part of our commitment to providing you with the exceptional client experience that you, our clients,... -
[Client] Sample Email Signature or Auto-Responder
Client Hub is now our client collaboration platform. Please use Client Hub to reach us, as it consolidates communication along with secure file sharing -- and helps us serve you better. [This email box is no longer monitored. or Responses to emails in this box may be delayed compared to communi... -
[Client] Welcome to your Client Hub Workspace Handout
This client facing resource is a 1-page document you can share with your clients to help them understand the benefits of their Client Hub workspace and how to use the features. Welcome to your Client Hub Workspace Note: A link to this document is included in the pre-populated message that is ad... -
Guide to Becoming a Client Focused Firm
A client-focused firm uses its expertise to understand the clients’ needs and delivers services so that accountants and their clients receives the maximum benefit. We worked with Think Leader Consulting and Aero Workflow to put together a free guide for accountants and bookkeepers that will help... -
Introduction to Client Hub and Test Driving the Client Experience
Your Experience For each client that you add to Client Hub, Client Hub creates a “Workspace” where you can see everything going with a client and even work collaboratively with that client. This is our core concept. The workspace has four tabs: Client Workspace and File Manager are tabs that your... -
Bookkeeping Client Onboarding Checklist (resource)
Standardizing your onboarding process for new clients will help to ensure every client relationship starts off on the right foot, as well as allow your firm to increase efficiency and effectively scale. This is a collaboration of thought leaders in the accounting and bookkeeping profession, inclu... -
Client Hub is pleased to offer Client list import services for firms of any size for a nominal fee as shown below: Service Pricing: 0-100 Client Workspaces - $199 101-200 Client Workspaces - $299 200+ Client Workspaces - contact us for a quote Turnaround time: 1-3 business days Contact our cus...
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How to request a Branded Login page (add to website and/or email footer)
A branded client login page is a great way to customize the login experience for your team and your clients. This feature is available at no additional charge, upon request for Premium plan subscribers. Add your firm logo to your account on the Setup & Settings page (Client Portal >Desig... -
"Welcome to Client Hub" - Client Task Template
Use the text below, or create a revised version, and create a Client Task (to-do) template to welcome new clients to their workspace. (this template is designed to be used in conjunction with the Client Hub resources added to the workspace from the Global Resource Library) ****** Welcome to yo... -
5 affordable ideas for showing clients appreciation
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The Add New Client Workflow makes it easy to get clients set up, and invited and their workspace connected to QuickBooks quickly! To begin, click the Add New Client button at the bottom of the Client List (Client & Workspaces) then follow the 4 simple steps below: Step 1: Enter the name of ...