🌟Using the Setup & Settings Page in Client Hub
Last Updated: September 2026
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.
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🧭 Where to Find Key Settings
The Setup & Settings page includes configuration options for your firm, but some administrative settings are located in a separate section.
- Setup & Settings — Used for configuring workspace behavior, defaults, integrations, and imports
- Manage Practice — Used for managing Firm Users, roles, permissions, and subscription details
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🗂️ Company Settings vs. Personal Settings
Setup & Settings is organized into two sections:
- Company Settings — Available to Admins. Generate company-wide API keys for services like Zapier and Anchor, manage those keys, and manage MCP keys generated by staff.
- Personal Settings — Available to every user. Generate your own MCP API key to connect an AI assistant to Client Hub.
📝 Note: My Account, Notification Settings, and My Devices will be moving into Personal Settings in an upcoming update.
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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.
Customize your job statuses
Define the stages a job moves through by creating custom statuses that match your firm's workflow. Rename statuses, add new active stages, and assign colors to make your Jobs Dashboard easier to read at a glance. Go to Settings → Job Statuses to get started.
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.
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