Glossary - Common Terms Used In Client Hub
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, apps, 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
- Apps
- 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A Client Workspace that has been archived because the firm is no longer actively working with that client.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
🔗 Links
🔌 Apps
Shortcuts to third-party applications, tools, or websites used by that specific Client Workspace.
Apps 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 → Apps
📚 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
🧭 Navigation & Interface
📋 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