The Clear Books Partners area allows accountants and bookkeepers to add their contact information and logo to appear on client accounts.
Sign in to your Clear Books account. If after signing in you're not already in the Partners app, open it using the menu at the top of the page
Navigate to Directories > CB directory > Your listing
Enter your business name, contact name, email address and phone number.
Scroll to the bottom of the page to the Logo section. Click the Upload a logo button and select the image file containing your logo
Click Save listing to complete.
Clients will now see your contact details and logo in the top left of their accounts.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at firstname.lastname@example.org.
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