🏠 Navigating the Client Hub Mobile App
Last Updated: July 2026
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, respond to messages, and complete Questionnaires right from their phone—helping you get the information you need faster. For your team, it also means they can manage notes, client details, and Client Groups 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.
✅ Client Tasks
View and manage all tasks assigned to you by your accountant.
- Tap a task to view details, upload files, and respond
- See task status and due dates directly from the task card
- Long press a task card to preview it
- Edit, complete, or delete tasks as needed
💬 Messages
Send and receive messages with your accountant in a single conversation thread.
- View the full conversation history in one place
- Send messages and attach files
- Long press messages to access actions like reply, copy, or delete
- Use reactions to respond quickly to messages
- Swipe your message to view read receipts
📂 Files
Access and manage documents shared with your account.
- Browse folders like Client Shared Folder and Internal Folders
- View files organized into buckets such as Easy Upload, Messages Files, Client Tasks Files, and eSignature Docs
- Quickly access your most recent files
- Upload and download documents directly from your device
📝 Questionnaires
Fill out and submit Questionnaires directly from the mobile app.
- Open a Questionnaire to view the questions
- Fill out and submit responses from your phone
📊 Reports
Reports are fully synchronized with the web experience.
- View Reports shared with you
- Access the same Report data available on the web, updated in real time
🗒 Notes
Add notes to a job and tag team members, fully synced with the web experience.
- Open a job to view or add notes
- Type @ followed by a name to tag a team member
- Tagged team members receive a notification so they can follow up quickly
👤 Client Info & People
Manage your client's account details right from your phone.
- View and update Client Info such as key account details
- Manage the People associated with a client, including contact information
👥 Client Groups
Work with Client Groups on the go, fully synced with the web experience.
- View existing Client Groups
- Manage group membership and details from your device
🔗 Links
Access helpful resources and connected apps shared by your accountant.
- Resources may include guides, videos, or important links
- Apps provide quick access to tools like QuickBooks or BILL
- Tap any item to open it directly
🔔 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 file updates.
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.