The Clear Books Partners area allows accountants and bookkeepers to add their contact information and logo to appear on client accounts.

Step 1.

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

Step 2.  

Navigate to Directories > CB directory > Your listing

Step 3.

Enter your business name, contact name, email address and phone number.

Step 4.

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

Step 5.

Click Save listing to complete.

Clients will now see your contact details and logo in the top left of their accounts.

Technical support is available from Monday to Friday, 9 - 5.

How to contact support within Clear Books

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