🏠 Navigating the Client Hub Mobile App
Last Updated: October 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 and receipts, 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 add new clients, review receipts, manage notes, client details, and Client Groups — and, based on their permissions, their firm’s Email Inbox and Manage Practice settings — 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.
☰ Getting Around: The Left Panel
Tap the three-line icon (☰) at the top of the app to open the left panel. From here, Firm Users can:
- Switch between all of their Client Workspaces
- Access notifications (🔔 bell icon)
- Tap the Client Workspace icon to open My Client List, where you can search your clients and add a new one
- Open the Inbox icon to access the Email Inbox
- Open the Manage Practice icon to access practice management options
- Tap the ? icon to reach Customer Success support
What’s available in the left panel depends on the Firm User’s role permissions.
➕ Adding a New Client
Firm Users can add a new client right from the app.
- Tap the three-line icon (☰) to open the left panel.
- Tap the Client Workspace icon to open My Client List.
- Tap the Add New Client button at the bottom of the screen to create the new client workspace.
✅ 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
- Firm Users can long press a client’s message and select Mark as unread to flag it as a personal reminder. A message bubble stays next to that client until you read the message again.
📌 Pinned
View pinned messages from your workspace conversations, fully synced with the web experience.
📂 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
🧾 Receipts
Upload receipts and keep track of what has been submitted right from your phone. Firm Users can also review receipts and send them to QuickBooks from the app.
To upload a receipt:
- Open a client workspace and tap the Receipts tab at the top of the screen.
- Tap Upload Receipt at the bottom of the screen.
- Choose where to upload from: Camera, Gallery, or Files.
- Add your receipt. It appears in the Receipts list with its name, who submitted it, and the date.
📝 Please note: The Receipts tab only appears when Receipts is turned on for the client workspace. Receipts works with the QuickBooks integration, and your firm turns it on for each workspace. For how receipts are reviewed and matched to QuickBooks, see 🧾 Using Receipts to Collect and Match Client Receipts.
🗒 Notes
Add notes to a job and choose which team members to notify, fully synced with the web experience.
- Tap the Jobs tab, then tap the comment bubble on a job to open its Comments
- Type your note in the message box
- Tap the bell icon next to the message box to choose who to notify
- Selected 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
- Shortcuts provide quick access to tools like QuickBooks or BILL
- Tap any item to open it directly
📥 Email Inbox
Firm Users with the right role permissions can access their firm’s connected Email Inbox from the left panel, with the same core functionality available on the web.
📝 Note: This is available to Firm Users only, based on role permissions — Client Users won’t see this in the left panel.
⚙️ Manage Practice
Firm Users with the right role permissions can open Manage Practice from the left panel to access:
- Manage Firm Users
- Manage Roles & Permissions
- Manage Client Permissions
📝 Note: This is available to Firm Users only, based on role permissions — Client Users won’t see this in the left panel.
🔔 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.
📝 Please note: If a feature described here doesn’t appear in your app yet, log out and fully close the app, then open it and log in again. You may need to do this twice before the update shows up.