📱Getting Started with the Client Hub Mobile App

The Client Hub mobile app is a secure, client-facing platform designed to make collaboration between service-based businesses and their clients easier than ever. Whether you’re an accounting client or working with another professional service provider, the app helps you stay on top of tasks, manage documents, and communicate with your team — all from your phone.

✨ What You Can Do in the App

With the Client Hub mobile app, you can:

• 📂 Access Documents — View the most recent 20 files shared with your account. You can open, download, and print these documents directly from the app.
• 💬 Communicate — Send messages to the staff assigned to your account, keeping your conversations organized in one place.
• ✅ Complete Client Tasks — Stay on top of assigned tasks and provide the information your service team needs.

🚀 Why Use the Client Hub App?

The app reduces the back-and-forth of email by giving you a central place to manage everything related to your business relationship with your service provider. This means:

• Faster communication.
• Less time searching for files.
• Easy ways to complete requests on the go.

🛠 How to Get Started

1. Download the Client Hub mobile app from the App Store (iOS) or Google Play Store (Android).
2. Open the app and log in with the email address linked to your Client Hub account.
3. Once logged in, you’ll see your Dashboard, where you can access your tasks, documents, and messages.

From here, you’re ready to collaborate with your service provider directly through the app!