📂 Copy, Customize, and Share Client Hub Resources with Clients

Client Hub includes a built-in Resources Library with ready-to-use materials that firms can copy, customize, and save to their own Firm Library. These customized resources can then be shared with clients as needed.

Since Firm Resources start empty in every new account, this workflow allows firms to build a resource library based on their own workflows and clients.

✨ How Client Hub Resources Work

There are two main resource areas in Client Hub:

• Client Hub Library

  A built-in library of pre-created resources provided by Client Hub. These resources can be opened directly and copied for customization.

• Firm Library

  Your firm’s collection of customized resources. This area starts empty and is filled with resources you add for reuse and client sharing.

🧾 What’s Included in the Client Hub Library

The Client Hub Library includes a variety of ready-to-use resources, such as:

• Client onboarding and welcome materials
• Feature walkthroughs and how-to guides
• Accounting software tutorials (including QuickBooks)
• Scheduling links and reference links
• Third-party tool resources

These are examples only. The available resources may change over time.

🪜 Step 1: Open and Copy a Resource from the Client Hub Library

1. Go to Settings > Resources Library > Client Hub Library.
2. Locate the resource you want to use.
3. Right-click the resource and select Open link in new tab.

Once opened, you can copy the resource or save your own version, depending on the resource type.

✏️ Step 2: Customize the Resource

Edit the copied resource outside of Client Hub as needed. You might:

• Update wording or instructions for your firm
• Add firm-specific branding or naming
• Adjust content for your clients or workflows

Save your finalized version when finished.

📁 Step 3: Add the Resource to the Firm Library

After customizing the resource, add it to your Firm Library.

1. Go to Settings > Resources Library > Firm Library.
2. Select New resource.

3. Enter the Resource title and Resource description.

   Choose the Resource type:

   • Link
   • Video
   • Document
   • Image
4. Add the Resource URL or upload the edited document or image.
5. Select Add Resource.

The resource is now saved in your Firm Library.

👥 Share Resources with Client Workspaces

Once a resource is saved in the Firm Library, it can be shared with clients in one of two ways.

Add a Resource to a Single Client Workspace

Open the Client Workspace, then use the Resources panel to add the resource where it’s needed.

🚀 Add Resources to Multiple or All Client Workspaces Using Batch Actions

If you need to share the same resource with multiple clients at once, you can use Batch Actions.

1. Go to the Client List.
2. Select multiple clients, or choose Select / Unselect All.
3. Select + Resources.
4. Choose the resource you want to add.

This allows you to quickly add a resource to several Client Workspaces — or all of them — in a single action.

❓ Need Help?

If you’re unsure which resource type to choose or how to organize your Firm Library, reach out through Help in Client Hub or contact support for assistance.