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Accountant Resources

  • 📢 Join the Client Hub Referral Partner Program
  • Client Hub QuickStart Guide ✨📁🚀
  • 🌟 How to Request a Branded Login Page for Client Hub
  • Client Hub Marketing Materials for your website
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  • 🚀 Explore Guide: Getting Started with Client Hub ( need to add correct links)
  • Sample Client Communication Policy
  • Pre-Invite Sample Email Template
  • 🖼 How to Add a Photo or Image to Your User Profile
  • Step-by-Step Guide to Successfully Onboard Your Clients to Client Hub

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