01
Initial Handshake
Establishing the secure API connection between Filers Hub and your CRM sub-account.
Connecting your Provider
- Log in to the Filers Hub Dashboard.
- Navigate to Firm Management > Integrations.
- Click "Connect Provider".
- Select your specific sub-account location in the authorization popup.
- Once redirected, your "Authorized Key" (Location ID) will be verified automatically.
02
Branding
Personalizing the interface to match your firm's professional identity.
Visual Configuration
- ✔ Logo: Upload a high-resolution PNG or JPG. This appears on all client login and dashboard screens.
- ✔ Primary Color: Set your brand's Hex code (e.g., #4aa936). This applies to buttons, progress bars, and active navigation states.
Pro Tip: Use a transparent PNG for the best visual integration in the portal sidebar.
03
Automation
Automating client onboarding using native CRM tagging logic.
The "fhclient" Tag
Filers Hub uses background listeners to detect new clients. To provision a vault for a contact:
CRM Tag Identifier
fhclient
What happens next:
Account Provisioned
A secure workspace is created for the contact's email.
Tax Case Created
A return for the current tax year is initialized.