FAQs

• How to submit feature suggestions and feedback to the Client Hub team

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• How do I add/update my billing information?

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• How to cancel your Client Hub account

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• What if a User Forgets their Password?

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• Enable Spell Check in Client Tasks

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• How do I send a document or a file to a client?

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• How to change your password

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• How to enter a coupon, promo, or referral code

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• Please write us a review :)

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• The 411 on Client Hub Notifications

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• The Difference Between a Practice Admin, Practice Staff and Client User

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• User (client or staff) is having a problem accessing Client Hub

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• Welcome to Client Hub Video

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• What Do I Do When a Client Replies to a Client Task in a Different Way?

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• What if a client is having issues logging in?

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• What if my client did not receive the invite email?

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• What is the file size limit for attachments?

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• Why can't I access Client Hub in Internet Explorer?

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• Chrome error message "Your connection is not private"

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• Client Hub 2022 Thanksgiving Week Promotion

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• SOC 2 compliance information

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• System Requirements for Client Hub

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• Why can't I see all my jobs in the Jobs Dashoard?

  This FAQ article is currently disabled.