The FreshBooks Accountant Hub is one central place for accounting professionals to manage clients. Here’s how it works.
Accessing your client accounts in their accounting software should be the easy part. With FreshBooks, it is, thanks to a hassle-free Accountant Hub portal that allows you to set up an account for your clients in a matter of seconds, see all your clients in FreshBooks, and access and manage their account information from one central location.
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What Is the Accountant Hub?
The Accountant Hub is a centrally located dashboard where you can add clients and manage their books all in one place.
Free to use and simple to set up, the Accountant Hub was created to save you time and effort in response to overwhelming requests from accounting professionals.
How the Accountant Hub Works
All you have to do to get started is create an account. You’ll be immediately directed to your Accountant Hub dashboard, where you can set up your client’s account for them.
Once you’ve created an account for your client, you have single sign-on (SSO) access to their account.
At this point, you can:
- Set up your client’s Chart of Accounts
- Set up your client’s Expense Categories
- Invite your client’s Team Members
- Set up a payment gateway
- Connect to essential apps
- Invite your client to their new account
How to Set Up Your Accountant Hub
Just access the Accountant Hub link to sign into your account, and you’ll see your Hub dashboard.
Then you can create a FreshBooks account on behalf of your client, enter their basic info, and invite them to use it.
When you set up the account, you also decide how to pay: Either you pay for your client’s FreshBooks subscription on their behalf or have it billed to them directly.
If you’re paying, you’ll choose a plan for your client now. If they pay, they’ll automatically be signed up for a 30-day free trial and can select their plan at the end of the trial period.
Now you’re ready to access your client’s account via your Accountant Hub dashboard.
Finally, invite your client to their new account.
Why Use the Accountant Hub?
The Accountant Hub makes it easy to log into client accounts and navigate between multiple accounts. Using the Accountant Hub you have:
- Central dashboard for multiple client accounts
- One-click access to your clients’ information and bookkeeping
- Easy, free client account setup
- Ability to pay on behalf of your client (or they can pay directly)
In addition, FreshBooks-Certified Accounting Partners benefit from:
- 15% off new subscriptions
- Dedicated, accountant-centric support when you need it
Built for Accounting Professionals
The Accountant Hub was created in response to feedback from accounting professionals within the FreshBooks Accounting Partner program. And it’s only the start! We have more new developments on the horizon.
To keep in the loop or make your own suggestions, join the Accounting Partner Program.
As a FreshBooks Accounting Partner, you’ll become part of a growing community of client-focused, growth-minded accountants, bookkeepers, and tax professionals. Plus, it’s free to join, and FreshBooks-Certified Accounting Partners get a 15% discount on new subscriptions.
Ready to make client account management easier? Create an account.
FreshBooks Accountant Hub FAQs
Find answers to frequently asked questions about the FreshBooks Accountant Hub.
Is there any cost to sign up for the Accountant Hub?
No. The Accountant Hub is free to use.
Do I have to be a FreshBooks Accounting Partner to use the Accountant Hub?
No. It is available to all accounting professionals, free of charge. However, FreshBooks-Certified Accounting Partners receive a 15% discount on new subscriptions for clients.
Will my clients be eligible for FreshBooks’ 30-day free trial?
Clients paying for their own FreshBooks subscription will receive a 30-day free trial. At the end of the trial period, they can opt to stay on the plan or choose a different one.
Which plan should I choose for my client?
How can I add a client with an existing FreshBooks account to my Accountant Hub?
If your client already has a FreshBooks login, get in touch with a Partner Consultant at firstname.lastname@example.org for assistance in migrating your client’s data to a new account linked to your Accountant Hub.
Where do I sign up for the Accountant Hub?
Just head to the Accountant Hub sign-up page. If you already have a FreshBooks account, you can log in to your new Accountant Hub dashboard with your existing credentials. If you don’t have an account yet, click “Sign Up” to create a new account.