🌟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, 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 information flows seamlessly between systems.
- Import clients and contacts – Quickly upload your existing client list to save time and get everyone connected to the portal right away.
🖱️Click here to view all the related articles
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.