Glossary - Common Terms Used In Client Hub

Last Updated: July 2026

This glossary explains common terms used in Client Hub. Understanding these terms will help Firm Users navigate the platform and manage client workspaces effectively.

👥 Users & Access

👤 Firm User

A member of your firm who uses Client Hub to manage client workspaces, tasks, files, and communication.

Firm Users can access and manage:

Client Workspace
Internal Workspace
File Manager
Client Tasks
Jobs
Conversations
Client Details

Firm Users create tasks, communicate with clients, organize documents, and manage workflows related to each client.

👤 Client User

A person from the client company who has access to a Client Workspace.

Client Users can:

Respond to Client Tasks
Upload requested files
Send messages in the Conversation panel
Access shared files, shortcuts, and resources

Client Users cannot access the Internal Workspace or internal firm information.

🧑‍💼 Client

The term client is commonly used by Firm Users but may refer to two different things in Client Hub:

Client Workspace — the workspace representing a client company
Client User — a person who has access to that workspace

When performing actions such as removing a client, confirm whether the action applies to the Client Workspace or a Client User.

🗂 Workspaces

🏢 Client Workspace

A workspace representing a client company where Firm Users and Client Users collaborate.

A Client Workspace typically includes:

Client Tasks
Conversation panel
Files
Shortcuts
Resources

Navigation: My Client List → Select Client

🏢 Internal Workspace

A workspace that is only visible to Firm Users.

The Internal Workspace is used for internal collaboration and work management related to a client.

It typically includes:

Jobs
Notes
Email records
Pinned items

Client Users cannot see or access the Internal Workspace.

Navigation: Client Workspace → Internal Workspace

📂 Archived Workspace

A Client Workspace that has been archived because the firm is no longer actively working with that client.

When a workspace is archived:

Client Users lose access
The workspace moves to the Archived tab
Firm Users can still access historical data

Navigation: My Client List → Archived tab

📋 Tasks & Work Management

✅ Client Tasks

Tasks created by Firm Users for the client to complete inside the Client Workspace.

Client Tasks may include:

Questions for the client
File requests
Meeting requests
Action items requiring client input

Client Users can respond directly within the task.

Location: Client Workspace → Client Tasks

🧾 QuickBooks Items

A task card that appears in the Client Workspace when QuickBooks is connected to that workspace.

This card highlights accounting items that require client input or review.

Examples may include:

Uncategorized transactions
Missing information
Items requiring clarification

Location: Client Workspace → Client Tasks panel

🧾 Xero Items

A task card that appears in the Client Workspace when Xero is connected to that workspace.

This card identifies accounting items requiring client input related to Xero data.

Location: Client Workspace → Client Tasks panel

🗂 Jobs

Internal work organized and tracked by Firm Users inside the Internal Workspace.

Jobs help firms manage workflows and may include:

Internal tasks
Client Tasks
Due dates
Progress tracking

Location: Internal Workspace → Jobs

📊 Jobs Dashboard

A dashboard used by Firm Users to monitor and manage jobs across multiple client workspaces.

The Jobs Dashboard provides visibility into:

Work progress
Deadlines
Workload across clients

💬 Communication

💬 Conversation Panel

The messaging area where Firm Users and Client Users communicate within a Client Workspace.

Messages may include:

Questions
Updates
File attachments
Links

Location: Client Workspace → Conversation panel

📁 Files & Documents

📁 Files

Documents stored or shared within a Client Workspace.

Files may be uploaded by:

Firm Users
Client Users

Files can be uploaded through:

Client Tasks
Conversations
File upload options in the workspace

Location: Client Workspace → Links → Files

📂 File Manager

A structured document management area where Firm Users organize files using folders.

The File Manager helps maintain organized document storage for each client.

Navigation: Client Workspace → File Manager

💳 Billing & Credits

🔐 Knowledge-Based Authentication (KBA)

An added identity verification step available on eSignature Requests. The signer is prompted with a short set of identity verification questions before they're able to sign, giving extra assurance that the right person is completing the document. Requiring KBA costs more eSignature Credits than a standard signature.

💳 eSignature Credits Wallet

A firm-level balance of pre-purchased credits used to send eSignature Requests. Standard signatures and Knowledge-Based Authentication (KBA) signatures draw a different number of credits. Credits are charged only when a request is sent, not when it's saved as a draft.

🔗 Links

🔌 Shortcuts

Shortcuts to third-party applications, tools, or websites used by that specific Client Workspace.

Shortcuts act as bookmarks, allowing both Firm Users and Client Users to quickly access external systems related to the client.

Examples may include:

QuickBooks
Xero
Dext
BILL

These links do not integrate or sync data with Client Hub. They simply provide convenient access to external tools used for that client.

Location: Client Workspace → Links → Shortcuts

📚 Resources

Helpful links, documents, or reference materials shared with clients inside the Client Workspace.

Resources may include:

Training materials
Instructional guides
Reference documents
Videos

Resources help provide clients with important information related to their workspace or services.

Location: Client Workspace → Links → Resources

📋 My Client List

The panel in the left navigation that displays all client workspaces available to the firm.

Tabs may include:

Active
Unread
Archived

➕ Add New Client

A button used to create a new Client Workspace.

Location: My Client List → Add New Client

➕ New Client Tasks Button

A button used by Firm Users to create a new Client Task within a Client Workspace.

Client Tasks may request information, request files, or ask the client to complete an action.

Location: Client Workspace → Client Tasks → New Client Tasks button

📑 Client Details

A section where Firm Users manage information and settings for a Client Workspace.

Client Details may include:

Client information
Client user access
Workspace settings
Archive options

Navigation: Client Workspace → Client Details