Setup & Settings

  • Building Firm Library Resources

    This will allow you to build your own Firm Library with documents/links/videos you have selected that can be shared with each client. Go to Setup & Settings on the left navigation In the Advanced section click on Resources Library In the Available Resources section click on the Firm Library ...

  • Building Your Apps Firm Library*

    One of the cool things about Client Hub is that you can add App Links (shortcuts) to your client workspaces to make it easy for them to connect with their tech stack and stay engaged with the workspace. This also makes the workspace look customized specifically for the clients (browser version on...

  • Building your Tag Library - Ideas for using Tags

    In Client Hub, tags can be added to clients (in the Client Details Page) and Jobs. This allows you to filter either The Client List or the jobs dashboard. Filtering the Client list helps to narrow down the list of clients based on the tags, and you can use the Batch actions to send a Client Task...

  • 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 Setup & Settings on the left navigation Click on the Initial Folders in the Client Setup section Select the main folder you want to create folders for (Client Shared or Internal) C...

  • Manage the default 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...

  • Remove an App from the Firm Library*

    You can remove an app from the Practice Library in the Apps tab of Client Hub if you no longer use that app. Go to Setup & Settings on the left navigation In the Advanced section click on Apps Library In the Available Apps section click on the FirmLibrary tab. Select the app you want to remo...

  • Remove a Resource from the Firm Library*

    You can remove an existing resource in the FirmLibrary of the Resources section of Client Hub. Go to Setup & Settings on the left navigation In the Advanced section click on Resources Library In the Available Resources section click on the Firm Library tab. Select the resource that you want ...

  • Setting up and Importing Clients and Contacts

    Follow these easy steps to get your client data into Client Hub: 1) Understand the Client Hub data model Client Hub separates data into two areas:     (1) Clients section is for the Organization-level information, like a client's company name and business type.      (2) And each Client can be a...