This walkthrough will introduce you to the Hub, the platform that VITA sites will use to manage VITA clients, message clients, and access uploaded client tax documents. Refer to your role guide for more specific instructions.

For recent updates, see the Hub Updates page.

last updated on October 18, 2023

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🧑‍🏫 This guide is also available as a slide presentation for facilitated training.

🎥 View a short demo video here.

🆕 The Hub y TaxSlayer (ES)

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Table of Contents

Getting Started on the Hub

Hub Versions

There are two different versions of the Hub, a demo (training) site, and a live site. You should think about these two versions of the Hub as completely separate sites — you'll need to be invited to each site separately, and changes on one site won't be copied to the other site.

Here are the links for the two sites:

🔗 The Hub (live)

🔗 The Hub (demo)

You will notice that the URLs between sites are the same, except that the "www" component of the live URL is replaced with "demo" for the demo site. Please feel free to create as many test tickets as you'd like on the demo site. Test tickets should only be created on the demo site, and real client tickets should only be created on the live site. Please do not enter any sensitive information in the demo site.

Creating Your Account

Your account should likely have already been created for you—you may have received an email like this: