Setup & Settings
- 🌟 How to Request a Branded Login Page for Client Hub
- 🧾 How to Set Up and Import Client Accounts in Client Hub
- Understanding User Roles in Client Hub
- 🔧 How to Set Up the QuickBooks Online Integration
- 📂 How to Set Up a Default Folder Structure in Client Hub
- 🔗QuickBooks Online Integration for Uncategorized Transactions: How It Works
- How to Add or Remove Firm Users in Client Hub
- 🔗 Building Your Apps Firm Library in Client Hub
- 🏢 Adding a New Client Company in Client Hub
- 🏷️ Building Your Tag Library in Client Hub
- 🖼 How to Add a Photo or Image to Your User Profile
- 📚 Adding Resources to a Client Company Workspace
- ✉️ How to Customize Your Client Invite Email in Client Hub
- 📚 How to Build Your Firm Library of Resources in Client Hub
- Add Your Firm’s Social Media Links to the Client Portal