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Partner Portal
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Partner Portal
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Pay for Your Client's Subscription
As a CPA, you can add a credit card directly in your Partner Portal to pay for your MakersHub subscription. Should you not want to manage the billing of the subscription, you may Switch the Subscription Payor (shown in the next section). To ...
Switch Subscription Payor
By default when you add a managed entity, you are put in charge of the billing for the subscription. Should you want the subscription to be managed and paid by your cli...
Add a Client
To add a client to MakersHub, select the account associated with your CPA practice . Select Partner Portal on the left side of your screen. Partner Portal Not Appearing Most commonly, the partner portal does not appear because y...
Managing Your Subscription
As a CPA, you are given a MakersHub account for your firm. In this account, you can view and manage your clients by accessing the Partner Portal . Partner Portal Not Appearing Most commonly, the partner portal does not appear becau...