📱Getting Started with the Client Hub Mobile App
Last Updated: July 2026
The Client Hub mobile app is a secure platform designed to make collaboration between your firm and your clients easier than ever. Both your team and your clients can manage tasks, share documents, and communicate — all from their phone.
While the experience is shared, access and actions may vary based on user role and permissions.
This article provides a high-level overview so you can understand how the mobile app supports your workflow and how your clients will use it.
✨ What You and Your Clients Can Do in the App
With the Client Hub mobile app, your team and your clients can:
- 📂 Access Documents — View and manage files, including shared folders and recent documents
- 💬 Communicate — Send and receive messages in a single, organized conversation thread
- ✅ Work on Client Tasks — View tasks, upload documents, and track progress
- 📝 Complete Questionnaires — Fill out and submit Questionnaires directly from the app
- 📊 View Reports — Reports are fully synchronized with the web experience
Firm users may also have additional capabilities, depending on their permissions, such as:
- Creating and managing Client Tasks
- 🗒 Adding Notes to a job and tagging team members
- 👤 Managing Client Info & People for an account
- 👥 Working with Client Groups
🚀 Why Use the Client Hub App?
The mobile app reduces back-and-forth emails by giving both your team and your clients a central place to manage communication and requests.
This helps your firm:
- Get information faster
- Reduce time spent searching for documents and emails
- Keep all client communication in one place
It also helps your clients:
- Stay on top of requests
- Respond more quickly
- Access everything they need in one place
🛠 Getting Started
To start using the mobile app:
- Download the Client Hub mobile app from the App Store (iOS) or Google Play Store (Android)
- Log in using your Client Hub credentials
- Navigate between Client Tasks, Messages, Files, Questionnaires, Reports, and Links to manage your work; firm users will also see Notes, Client Info & People, and Client Groups
Clients will follow the same steps using their own login credentials, with access based on their role.