🔔 Understanding Notifications in Client Hub (Client Users)

Last Updated: August 2026

Client users can stay updated and never miss a message or task.

Client Hub sends notifications to help you stay on top of messages, requests, and reminders from your accountant or bookkeeper. Here's how notifications work:

📥 A. Conversation Activity

When your accounting firm sends a message or uploads a file, it will appear in your conversation.

You may see:

• ✅ Blue Unread Indicator next to the workspace name

📌 This indicator shows unread messages and is separate from notifications.

When a new message arrives, or when you open Client Hub with unread messages waiting, you'll hear a notification sound. Inside a conversation, a NEW divider line marks exactly where the unread messages begin, so you can jump straight to what you haven't seen yet. Your browser tab title also shows your total unread count, so you can check in without switching tabs.

You may also receive:

• ✅ Mobile Notification (if notifications are enabled for the Client Hub app on your device)
• ✅ Email Notification (if the message has not yet been viewed in Client Hub)

📱 Mobile notifications are managed through your device's notification settings, not within Client Hub.

💡 Messages appear in real time within Client Hub, so you can respond without switching to email.

📋 B. Client Task Activity

When your accountant assigns a new Client Task or sends a reminder, you'll receive a notification.

You may receive notifications through:

• ✅ Notification Bell at the top of your Client Hub dashboard
• ✅ Mobile Notification
• ✅ Email Notification (if you haven't already viewed the task)

📥 Reminders help keep things moving so your accountant can complete work on time.

🔔 How Notifications Work

• Notifications are triggered by new or updated activity that has not yet been viewed
• Once you open and view the message or task, additional notifications for that activity may not be sent
• Email notifications may be grouped into periodic summaries rather than sent individually

👁️ Notifications vs Read Receipts

Notifications and read receipts serve different purposes:

• Notifications alert you when something new requires your attention
• Read receipts (Seen by / Viewed by) show who has opened or viewed a message

Opening a message may stop further notifications from being sent, but read receipts are displayed separately within the conversation.

✅ Helpful Tips for Managing Notifications

• Make sure notifications are enabled on your mobile device for the Client Hub app
• Use the blue unread indicator and Notification Bell to quickly identify items that need attention
• Check your email inbox for summaries if you're not logged into Client Hub
• Click your profile photo and select Notification Settings to turn Browser Sounds on or off for new messages and notifications

📌 When you open the Notification Bell, messages are not automatically marked as read. Use the checkbox at the top of the list to Mark All as Read.