🏠Navigating the Client Hub Mobile App
The Client Hub mobile app, for iOS and Android users, gives both your clients and your team a simple, convenient way to stay on top of work outside the office. For your clients, the app makes it easy to receive tasks, upload documents, and respond to messages right from their phone—helping you get the information you need faster. For your team, it means they can manage client communications without missing a beat. This article walks you through how the app is organized so you can set clear expectations for your clients and ensure your team gets the most out of it.
âś… Client Tasks
- View all open tasks assigned to you by your accountant.
- Tap on a task to see the details and provide the requested information.
- Completed tasks will move out of the active list so you can focus only on what’s left to do.
đź’¬ Messages
- Send and receive messages with your accountant.
- Tap into a message thread to view the conversation history.
- New messages will show at the top of the list so you never miss an update.
đź“‚ Recent Files
- Access the most recent 20 files shared with your account.
- Tap a file to view it, download it, or print it from your device.
- Older files can still be accessed through the web version of Client Hub.
Mobile Notifications
The Client Hub mobile app supports push notifications to keep everyone updated in real time. Users will receive alerts when there is new activity in a client workspace—such as Messages, Client Tasks, or updates—as well as when new files are added or updated in the File Manager. These notifications help your clients and your team stay informed and respond quickly without needing to constantly check the app.
How to Access the Client Hub mobile app
Users can download the Client Hub Mobile app from the Apple App Store or Google Play Store and log in using the same credentials they use on the browser version.