FAQs
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How to submit feature suggestions and feedback to the Client Hub team
Thank you for being a valued Client Hub partner. Your input, feedback and features suggestions are what help to continue to develop a product that makes a positive impact on our users. Click the link below to submit feature requests and feedback. Please make sure to include as many details as po... -
How do I add/update my billing information?
To add billing information: From the left navigation click on Manage Practice. Under Subscription, Click the button to Manage your subscription on our billing portal. Add a new payment method {optional} If you would like to upgrade from a monthly to annual subscription click the Update Plan butto -
How to cancel your Client Hub account
Master Admin users (person that originally created the account) can cancel your account from the Subscription section of the Manage Practice page. The cancellation will be effective the last day of your current billing period. When you cancel your account: We will stop billing your credit card ... -
What if a User Forgets their Password?
If a user (client or accounting staff) forgets their password they should go to the Client Hub login page, https://use.clienthub.app/#/login, and enter their email address then click the Forgot Password Link. An email will be sent to them with a link to log in to create a new password. -
Enable Spell Check in Client Tasks
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How do I send a document or a file to a client?
There are 3 ways to send files to your client: Send via the conversations tab. Attach a document to a Client Task Create a Client Task request and insert a link to a document, folder or file in a cloud storage solution such as Box, Dropbox or Google Drive. Upload a document to the file manager t... -
Each user has full control to change their own login password, there are 2 options: Option 1: When logged into your Client Hub account, click on your name in the lower left corner and select My Account then click on the Change link next to the password field. Enter your existing password then en...
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How to enter a coupon, promo, or referral code
If you are new to Client Hub and taking advantage of one of our awesome promotions, or entering a referral code from one of our valued partners, these instructions will walk you through starting you trail and entering the code to take advantage of the discount. Create a free 14-day trial at http... -
Product reviews are a great way for you to share your experience with Client Hub. We encourage you to write reviews about our product to help others in the decision making process. We hope you are able to provide us with a positive review, if not please contact us at support@clienthub.app to le...
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The 411 on Client Hub Notifications
What gets notified Client Hub provides notifications for "unread" (by you as a user) activity related to the communications features (conversations and client task), as well as uploads to the File Manager. Activity is considered unread when a user is not actively logged into the workspace accoun... -
The Difference Between a Practice Admin, Practice Staff and Client User
There are three levels of user access available in Client Hub: Practice Admin,Practice Staff, and Client Users. 1) Practice Admin Practice Admin users have full access to all client workspaces as well as the Practice Settings from the left navigation. This allows them to manage the ... -
User (client or staff) is having a problem accessing Client Hub
In most cases, when a user is unable to access their account the resolution is pretty simple. Please follow the steps below to help the user get access to their account: A. If the client user is on a web browser and is not able to log in: Make sure the client has already accepted the invitation... -
Click the link below to access or replay our welcome video for accounting professionals. Welcome to Client Hub
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What Do I Do When a Client Replies to a Client Task in a Different Way?
If a client responds to a Client Task in a different manner (conversations, email, phone, carrier pigeon), the accounting professional can close the Client Task out as explained in this article. Let's face it, getting anyone to change a behavior can be a challenge, but don't give up on them ... -
What if a client is having issues logging in?
If a client is having issues logging in, please refer to the following steps: Double-check that they are using the same email address to log in as what you used when you invited them to Client Hub -- you can get the email address in the Client Users list in the "Client Details" tab of their comp... -
What if my client did not receive the invite email?
If your client did not receive the email invite; accidentally deleted the it; or if you want to send a personal note with the invite link: From the Client Details page, click the Copy Invite link next to the pending invite and copy into a personal email. Keep in mind, each invite link is unique ... -
What is the file size limit for attachments?
The file size limit for uploading to Client Hub is 25 MB and the file name can not exceed 255 characters -
Why can't I access Client Hub in Internet Explorer?
Our system, like most modern web-based applications, are built to perform best in Google Chrome. If you are not able to access our web page or login page from Internet explorer, it could be caused by a recent update to the browser. We suggest that you try another browser such as Google Chrome, S... -
Chrome error message "Your connection is not private"
This message, displayed below, is a result of the user entering the incorrect login URL (www.clienthub.app) that does not contain our security protocol. The correct login URL is https://clienthub.app/#/login - suggest that users bookmark this page. -
Client Hub 2022 Thanksgiving Week Promotion
Incredible Thanksgiving Week deal: 50% off for 3 months!* Offer available to new Client Hub subscribers only that sign up for a trial between 11/21/22 - 11/27/22 Create a free 14-day trial at https://use.clienthub.app/#/registration/create Click on the Manage Practice tab on the left navigati... -
All customer data is stored and managed on secure Amazon Web Service and Google Cloud Servers. Both Cloud providers have complete SOC 2 Audits. The reports can be accessed using the links below: https://aws.amazon.com/compliance/soc-faqs/ https://cloud.google.com/security/compliance/soc-2/ Cli...
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System Requirements for Client Hub
Web App: PC or Mac with 1GHz+ processor and 256 MB+ RAM Chrome browser (preferred) or Chromium-based browser (e.g. Microsoft Edge). Note: Safari, FIrefox etc. are not officially supported Screen resolution of 1920x1080 or greater Mobile App: iOS Devices: Must be running iOS 10.0 or higher An... -
Why can't I see all my jobs in the Jobs Dashoard?
Sometimes, you may be looking for jobs that are actually in the Internal Workspaces, but do not show up in the dashboard. You are likely in the "Card View" -- this is like a "current" view - In the view, the Planned column only shows jobs due in the next 7 days (as indicated by hovering over the...