📦 Storage: Why Client Hub Has Its Own File Storage
Client Hub is designed to keep your work simple, organized, and secure. That’s why integrated file storage is built directly into the platform, instead of relying on external tools like Google Drive or OneDrive.
Here are the four big reasons why:
🚀 Simplicity: Fewer Clicks, Smoother Experience
We want your clients’ experience to be as easy as possible. With built-in storage, they can upload documents instantly—even from the mobile app. No extra logins, no searching for the right folder path in another platform. Just a clean, direct upload.
đź“‚ One Platform, Automatically Organized
Client Hub follows a one-platform model. That means:
- Folders are created automatically for each client.
- When you add new users or new clients, access is handled seamlessly.
- Everything stays in one place, so you don’t need to manage multiple systems.
The result is consistent organization without the setup headaches.
đź“Š Accounting-Specific Workflows
Unlike generic storage platforms, Client Hub is designed for the way accounting firms actually work. For example, when a new year begins, you may want to create a “2025” folder across all clients at once. With integrated storage, this can be done automatically—something not possible with external tools.
Purpose-built workflows like these save hours of manual setup and keep your firm running smoothly.
đź”’ Security Made Simple
When files live inside Client Hub, access control becomes effortless. If someone leaves your firm, you only need to remove their access in one spot—no separate clean-up required in external storage systems.
This keeps your client data safer and your firm’s processes leaner.