🌟Using the Setup & Settings Page in Client Hub
The Setup & Settings page is the place to go when you’re first getting started with Client Hub. Taking a few minutes here ensures your account is customized for your firm and ready for everyday use.
What you can do in Setup & Settings
Customize your experience – Add your firm details, upload your logo, and set defaults so your workspace feels familiar and professional.
Set account defaults – Configure client workspace preferences, file manager default folders, manage uncategorized transaction workflow settings (including account selection visibility), and build your tag library to streamline how your team works.
Manage integrations – Connect Client Hub with your existing tools (such as QuickBooks, Xero, Anchor) as well as your email, so transactions, attachments, and communications stay in sync across systems.
Import clients and contacts – Quickly upload your existing client list to save time and get everyone connected to the portal right away.
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Why it matters
A quick review of these options will save you time later, reduce manual steps, and give your team a smoother start in Client Hub.