Propartners

Solutions related to our Propartners

Get Started with your Propartner Program
Set up your 1 Free Trial Client Account    Your one trial client account has already been set up for you – although you’ll need to make it your ow...
Tue, 1 Oct, 2019 at 4:26 PM
Create a new client account
Adding a new client is a 30 sec job, below are the step-by-step instructions: 1. Enter the Pro-partner portal 2. Select the “Create New” button located a...
Mon, 4 Feb, 2019 at 3:48 PM
How do I order Magic Envelopes?
You can order envelopes for all paying accounts, with the exception of Lite plans. First, login and view the receipts of the account for which you wish...
Thu, 5 Apr, 2018 at 2:40 PM
Update client's settings (submission email address, postal address, client name,... )
You can easily edit your client's plan, submission email address, postal address, client name, and international settings by simply clicking on the clie...
Fri, 25 Aug, 2017 at 11:56 AM
Change a client’s plan
Your clients are under monthly subscriptions so you can easily upgrade or downgrade your client's plan from one month to another, here is how: 1. Enter...
Tue, 18 Jan, 2022 at 3:43 PM
Manage users
To invite your staff and clients, follow these steps: 1. Enter the Pro-partner portal 2. Click the “Manage Users” button at the top of the page 3. Click ...
Mon, 18 Sep, 2017 at 3:34 PM
User Permissions/Access Levels
Whenever you add a new user in the ProPartner portal, you'll be asked what access level they should be given. There are 3 types of user permissions i...
Wed, 28 Mar, 2018 at 12:24 PM
Enter or update your billing details
Only users with Administration Staff level access can enter or update billing details. To do so,  follow these steps: 1. Enter the Pro-partner portal 2. C...
Fri, 25 Aug, 2017 at 12:47 PM
What is "pending receipts"?
The overwhelming response we got from you was that you only needed to see and action receipts that hadn’t already been processed and exported into your acco...
Fri, 25 Aug, 2017 at 2:45 PM
How do I integrate my client’s Squirrel Street account with Xero?
To view the interactive tutorial, click the link below! ProPartner Xero integration tutorial N.B If you are using the v2 integration, you no lon...
Tue, 29 Aug, 2017 at 4:29 PM