Advisor Console

For partner accounting firms managing client books on Ramp

• Advisor Console
  • Advisor Console overview
  • Advisor Console account access and setup
  • Clients: add, invite, and connect
  • Assign staff members to clients
  • People: invite staff and assign to clients
  • Advisor Console roles and permissions
  • Reporting: track spend, AP, and efficiency across clients
  • Close checklist: manage month-end close across clients
  • Connect with your Accounting firm
  • Billing: add payment details and view statement payments
  • Security: 2FA and authenticator devices for Advisor Console
  • Ramp Partner Academy: Overview and FAQs
  • Understanding Ramp’s Partner Tiers
  • Partner status, referrals and payouts
  • Optimizing your profile on Ramp’s Accountant Directory