Squirrel Street

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...

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...

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...

You can easily edit your client's plan, submission email address, postal address, client name, and international settings by simply clicking on the clie...

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...

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 ...

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...

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...

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...

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...