How to Use Your Portal

A friendly, step-by-step walkthrough of everything your TKF Client Hub has to offer.

Your complete portal guide

This guide is here to help you feel at home in your Client Hub — at your own pace, no rush.

01

Sign In and Get Settled

Log in with your email and password, or use Google to sign in in one click. Once you are in, your dashboard is your home base — bookmark it for quick access any time.

Tip: Use Google sign-in for the fastest access from any device.
02

Upload Your Documents

Head to the Upload Centre to send us your files securely. Choose the right category — bookkeeping, branding, receipts, and more — so everything stays organised. Drag and drop or browse from your device.

Tip: Upload your receipts weekly to keep your bookkeeping smooth and stress-free.
03

Access Your Monthly Content

Each month, your ready-to-use marketing content appears in the Content section — posts, captions, reels ideas, email templates and Canva links. Download what you need and share with confidence.

Tip: Your content refreshes at the start of each month. Check in on the 1st!
04

View and Pay Your Invoices

All your invoices are listed in the Invoices section with their status. Paid invoices can be downloaded as PDFs. For pending invoices, contact us directly and we will make payment easy.

Tip: Download your paid invoices for your own records or bookkeeping.
05

Raise a Support Request

Need a hand? Submit a support ticket with your subject, message and priority level. We will respond promptly and you can track all your open and closed tickets from the same page.

Tip: Set priority to Urgent for time-sensitive requests — we will prioritise you.
06

Book a Call with Tracy

Use the built-in Calendly booking widget to pick a time that suits you — whether it is a support call, strategy session, or monthly review. Or fill in the request form and we will arrange a time together.

Tip: Monthly review calls are included in some packages — check your service tier.
07

Browse the Resources Library

Your Resources section is filled with guides, checklists, templates and worksheets to help your business grow. Search by keyword or filter by category to find exactly what you need.

Tip: New resources are added regularly — check back each month for fresh content.
08

Upgrade Your Package

When you are ready for more support, head to the Upgrade page to see all available service tiers. Click Request Upgrade and we will reach out to discuss the best fit for your business.

Tip: Not sure which package suits you? Book a call first — we will help you decide.

Ready to dive in?

Your dashboard is waiting. Everything you need is already there.

Go to your Dashboard