✅ Client Hub Setup Checklist

Use this checklist to ensure a Client Workspace is fully set up before inviting your client.

📁 Step 1: Firm Setup (One-Time)

• Default folder structure created in Setup & Settings → Initial Folders

🧩 Step 2: Set Up Client Workspace

• Client Workspace created or imported
• Client Details completed (business info, tax details, etc.)
• Client Users added and verified

🔁 Step 3: Set Up Workflows

• Job templates reviewed and applied
• Jobs configured (assigned Firm User, due dates, recurrence)
• Any necessary customizations made

📂 Step 4: Set Up File Manager

• Folder structure confirmed in the File Manager
• Key files uploaded or migrated
• Files organized into the correct folders

🔗 Step 5: Connect QuickBooks Online

• QuickBooks connected to the Client Workspace
• Correct QuickBooks company verified

📨 Step 6: Invite Client Users

• Client Users invited to the Client Workspace
• Access and permissions reviewed

🎉 You're All Set!

Once complete, your Client Workspace is ready for:

• Client Tasks
• File sharing through the File Manager
• Communication via the Conversation panel
• Collaboration on QuickBooks Items

💡 Tip

After setup, create your first Client Task to guide your client on what to do next (for example, uploading files or reviewing QuickBooks Items).