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Active Clients
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Prospects
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Team Members
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QB Connected
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Recent Clients
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Prospects Pipeline
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Recent Activity
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Active Clients
Manage and monitor all your active client relationships in one place.
Total Active Clients
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QB Connected
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Portal Invited
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Industries
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| Client | Company | Industry | QB Status | Portal Status | Added | Actions |
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Prospects
Track, manage and convert prospects into active clients.
Total Prospects
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New This Month
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In Pipeline
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Converted
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Prospects Pipeline
Recent Activity
Team
Manage your firm members, roles and permissions.
Total Members
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Active Members
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Pending Invitations
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Client Access Users
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Roles & Permissions
Owner
Full access to all features, settings and clients.
Admin
Manage clients, team and reports.
Editor
Access to assigned clients and reports.
Viewer
Read-only access to reports and dashboards.
Quick Actions
Firm Settings
Manage your firm information, branding and integrations.
Profile
Update your personal profile information.
A
Profile Photo
Click the avatar to upload a new photo. JPG or PNG.
Password
Update your login credentials.
Firm Preview
This is how your firm appears to clients.
Your Firm Name
Accounting & Advisory
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Need Help?
If you need assistance with any settings or integrations, our support team is here to help.
View Knowledge Base