How does the Accountant Hub work?

The Accountant Hub gives accounting professionals a centralized place to create and manage FreshBooks accounts for clients as well as access their clients’ books. Accountants on the Accountant Hub can choose to pay for their clients’ FreshBooks subscriptions or let the client pay for their FreshBooks subscription instead.

• Accountant Hub Retirement
• Client Profile
  • Client Billing
  • Manage Clients
• Billing
• Settings
• FAQs

Accountant Hub Retirement

As of August 31st, 2026, the Accountant Hub is being retired to make way for the new FreshBooks Partner Program. Signing up for the program is the only new step, and the core features you rely on to support your clients in FreshBooks aren't changing. To ensure minimal disruptions for you and your clients, review the following:

• Access Clients’ FreshBooks Accounts - To access your clients’ FreshBooks accounts as an invited accountant, moving forward you’ll sign in through FreshBooks’ main login page, and once logged in, select your client’s business from the list of businesses
• Clients - Your existing clients’ information stay exactly the same, and their FreshBooks accounts remain active
• Client Billing - If you have clients set up as Billed to Firm where your accounting firm is paying for the client’s FreshBooks subscription:
  • Update Billing Information - To update your client’s subscription directly, review How do I update my billing information?
  • Transfer Billing Ownership - If you’d like to transfer billing ownership to the client, reach out to our Support team
• FreshBooks Partner Program - The new FreshBooks Partner Program is entirely optional if you want to start earning a referral commission for new client sign-ups

Client Profile

Any client’s profile can be viewed by going to the Clients section and selecting on a client. You’ll be on the Business Info sub-tab by default. Once you've created a new client, you can review how to set up your clients' FreshBooks accounts. 

On every client’s profile you can access:

• More Actions - Choose between Transfer Billing, Cancel Plan, Remove Firm Access or Archive
  • Remove Access - Available for Billed to Client or Accepted statuses, remove your access to the client’s account
  • Archive - Available for No Plan or No Access statuses, move the client to your list of archived Clients
• Log in to Client’s Account - Allows you to open the client’s FreshBooks account within a frame in your window

Business Info
In the Business Info sub-tab, you can find the below information:

• Owner - Name, Email, Phone Numbers
  • Invite Owner - Available on Active or Free Trial statuses, invite the client to their FreshBooks account to start working with them
    • If the client’s account is being paid for by the Firm, a plan must be selected before inviting the client
  • Resend Invitation - Available on Invitation Sent status only, resend the invitation to the client again
  • Edit Owner - Available on Not Invited or Invitation Sent statuses, edit the client’s information
• Business Info - Business Name, Phone, Address, Currency, Fiscal Year End Month and Day, Date Format and Standard Rate
  • Select the Edit Info button to edit the owner’s business information

Client Billing

In the Billing sub-tab, you can find the below information:

• Billing Type
  • Billed to Firm - Your Accounting Firm is paying for the client’s FreshBooks account
    • Select Edit to update your billing and credit card information across all accounts your Firm is paying for
  • Billed to Client - The client is paying for their FreshBooks account
• Plan / Add-On - Lists the plan and any add-ons for the client's FreshBooks account
• Receipts - Select any receipt to download it as a PDF
• Transfer Billing - Available on Billed to Firm or Invitation Accepted statuses, transfer ownership of the account to have your client pay for their account instead, this will block your access to the client’s account until they upgrade to a new plan
• Select Plan - Available on Billed to Firm or No Plan statuses, choose a plan for your client’s account
• Cancel Plan - Available on Billed to Firm or Active statuses, cancel an existing plan, this will block your access to the client’s account

Manage Clients

From the Clients section, you can review your clients’ information as well as their billing type and statuses:

Billing Type

• Billed to Firm - Account is being paid for by the Firm
• Billed to Client - Account is being paid for by the client

Statuses

• Active - Account is on a paid plan
• Free Trial - Account is currently on a free 30 day trial, client pays for the account when trial expires
• No Plan - Account is not on a paid plan yet, billing is cancelled, or billing is being transferred to the Client
• No Access - Accountant Firm has removed access to the client’s FreshBooks account
• Not Invited - Client has not been invited to join their FreshBooks account

If needed, select any of the status filters above the list of clients to quickly filter by All, Active, Free Trials or Archived clients.

Remove Clients

If you're no longer working with a client and you'd like to remove them from your list of clients in your Accountant Hub, use the below steps: 

1. In your Accountant Hub account, select Clients 
2. Next, select the client you want to remove
3. In the client's profile, select the More Actions button
4. Then select Remove Access, this will remove your access to the client's FreshBooks account
5. The client's profile will update to reflect the status of No Access, select the More Actions button again
6. Then select Archive Client. The client will no longer be visible in your list of active clients. You can access archived clients anytime by selecting the Archived filter option in the Clients section.

Billing

The Billing section is where you can manage your payment method on file for any accounts that are being Billed to Firm, as well as access your receipts for these FreshBooks subscriptions:

• Payment Method - Your current payment information on file, select Update Credit Card to modify your payment and billing address information across all clients' accounts with the Billed to Firm status
• All Receipts - Select any receipt to download it as a PDF

Billing Notes:

• If your updated credit card details are not saving, review a list of common issues
• Information on what email address receipts are sent from and how negative balances on receipts work can be found in How do I access my Receipts for my FreshBooks Subscription?

Settings

The Settings section is where you can manage your account and firm information, as well as customize your email templates.

Account

To access your account, select Settings. You’ll be on the Account sub-tab by default.  

Account Details
The Account section is explained in detail below:

• Email Address and Password - Used to log into your Accountant Hub 
  • Select the Change email address or Change password links to update to a new email address or password and select Save Changes to finish

Firm

To access your firm details, select Settings, then select the Firm sub-tab.

Accounting Firm Details
The Accounting Firm Details section is explained in detail below:

• Firm Logo - Select select an image to upload a logo up to 500kb in JPEG, GIF, PNG or TIFF format, this will display on communications sent to your clients
• Accounting Firm Name - This is the name of your firm and is displayed on all communications sent to your clients
• Business and Mobile Phone - Use this to display your phone number(s) as needed
• Country and Address (Line 1 and Line 2) - This is your firm’s address

Preferences

• Date Format - Choose between dd/mm/yyyy, dd.mm.yy, mm/dd/yyyy, yyyy/mm/dd, or yyyy-mm-dd for the formatting of your invoices, estimates, and proposals dates

Email Template

To access your email template, select Settings, then select the Email Template sub-tab. From here, customize the invitation email sent to your clients by editing the Subject and Your Message fields as needed. Select Save Changes to finish.

FAQs

How do I give my team members access to my Accountant Hub and my clients?

If you have team members that help you manage your clients' FreshBooks accounts, you can invite them into each of your clients' accounts using either option:

• Through Your Client - Have your client invite your team members as additional accountants
• Through Your Accountant - Full Access Role - If your client invited you with an Accountant - Full Access role into their business, you can add your team members as accountants in the client's account on the client's behalf

Each business can have up to 10 accountants.