🔗 Adding Shortcuts to a Client Company Workspace

Client Hub allows you to add shortcuts directly into a client's workspace, making it easy for clients to access the tools they use most. You can choose shortcuts from:

• Client Hub Library – Preloaded with links to popular accounting-related software.
• Firm Library – A custom list of shortcuts your firm has added for quick access.

🛠 How to Add Shortcuts

1. Navigate to Clients & Workspaces

   From the left-hand navigation, click Clients & Workspaces.

2. Select the Client Workspace

   Choose the client you want to customize.

3. Open the Shortcuts Section

   In the Links panel on the right, click the Manage link in the Shortcuts section.

4. Choose Shortcuts to Add
   • In the Available Shortcuts list, click on shortcuts from either:
     • Firm Library, or
     • Client Hub Library
5. Organize the Shortcuts
   • In the Selected Shortcuts section, drag and drop to rearrange the order.
   • 🔄 You may need to refresh the page to see the new order reflected in the workspace.

✅ Tip: Use shortcuts to help clients access login pages for QuickBooks, payroll systems, portals, and more—all in one place.

Need to build your Firm Shortcuts Library first? Go to Setup & Settings > Advanced to add new links.