Advisor Console
For partner accounting firms managing client books on Ramp
- Advisor Console
- Advisor Console overview
- Advisor Console account access and setup
- Adding clients to Ramp
- Assigning staff members to clients
- Inviting staff to the Advisor Console
- Advisor Console roles and permissions
- Managing your Ramp Advisor Console connections
- Determining if your clients are properly connected to your Advisor Console
- Connect with your Accounting firm
- Managing client billing in Ramp Advisor Console
- How to set up an authenticator device or change 2FA for advisor console accounts
- Ramp Partner Academy: Overview and FAQs
- Understanding Ramp’s Partner Tiers
- Partner status, referrals and payouts
- Optimizing your profile on Ramp’s Accountant Directory