Release Notes
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We've released a much-requested feature: Two-factor Authentication. (2FA). You now have the option to add another layer of security at login via an SMS message code. EnablingTwo-Factor Authentication Click on the "..." menu next to your name at the bottom left and select "My Account" and then c...
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We completed another release this week and we delivered a couple of your most requested features: 1. Now, when you create a Client Task of type "Files" (so that you're requesting files from your client), your clients can respond with multiple files in the same client task. 2. You can now do bulk...
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This week's release features our #1 most requested feature from you, our users: 🎺 We have enhanced Client Tasks to include sending files. Now, when you create a client task, you can attach one or more files to it, so that you can have the client refer to these files when answering the Client Ta...
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This week's big release includes the following: Job Templates You can now create Job templates in the Manage Templates page. With your templates, you can Create a Job in any client workspace in just a couple of clicks Links in Conversation Messages:You can now include links in Conversation me...
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This week's big release includes the following: Advanced Notification Control: We now see larger firms that have adopted Client Hub, where admin users don't always need to get notified on the day-to-day activity in the client workspaces. We now have a way for accountant users to "Follow" or "N...
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We have released the latest updates to Client Hub. Several enhancements and bug fixes for you: "Reply" to a particular message in Conversations: In active conversations, sometimes it isn't clear that you are replying to a message earlier in the thread. Now, you can choose a message and use th...
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We have another major release this week, with some great new features for you: Job Comments: A big new feature that empowers your accounting team to collaborate on work. The job comments feature includes: A new Job Comments tab (next to the Job tasks tab) within which your team can add comment...
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Client Hub Release Notes - December 2020
We have completed another release this weekend and just launched another great new feature to automate your workflow: Create Job from Conversation Message: Now, you can click "..." beside any message in the Client Workspace - Conversation panel to create an internal Job from it. Now, when you r... -
Client Hub Release Notes - November 2020
We have completed a couple of release in the last few weeks that are amazing new capabilities to automate your workflow: Autopilot in Jobs: You can now publish client tasks that are at the start of your job (to collect client docs etc.) and these can be automatically published to the client at a... -
Client Hub Release Notes - Oct 22 2020
Our development team is on a roll and we have launched several more great updates for you: Jobs can now include Client Tasks as task items When you are creating a job for a client, just put in your client's tasks right in the task list. Here is where Client Hub truly stands out -- jobs flow seam... -
Client Hub Release Notes - September 2, 2020
Today marks the biggest release of Client Hub since our initial launch. We are launching the initial set of capabilities for Internal Workflow Management to complement our Client Collaboration features. Internal Workflow management will be included for our Pro subscribers and is being launched ... -
Client Hub Release Notes - August 14, 2020
This week's release features significant to our Notifications. Client Hub's latest release includes: Our new Notifications (on client tasks, files etc.) are now hooked up to external notification methods (email, mobile push, and web push notifications). A single notification email contains all ... -
Client Hub Release Notes - August 3, 2020
We have just released the latest improvements to Client Hub. There are several "under the cover" improvements -- most noticeable will be a much faster experience when you switch from one client to another, especially when these workspaces have many Client Tasks. In addition, there are other imp... -
Client Hub Release Notes - July 23, 2020
We have released some great updates to Client Hub this week. These items were all based on the feedback that you provided to us in our recent survey - New In-Product Notifications System We have created a complete notification system for the web app -- notifications appear from the new notific... -
Client Hub Release Notes - June 5, 2020
We have released some important updates to Client Hub this week. Several of these items were based on the feedback that you provided to us in our recent survey - Key Improvements Email notifications will not be sent when you yourself initiate a system bot message (e.g. you create a Client Task... -
Client Hub Release Notes - April 2, 2020
We updated Client Hub with these updates this week: QuickBooks Integration We fixed an issue with the QuickBooks integration around pulling in more than 100 accounts from a QB file. Also, we now display the account type for your convenience in the "QuickBooks Uncategorized Account" dropdown. ... -
Client Hub Release Notes - March 2020
Last month, we released our powerful QuickBooks integration feature -- and have received great feedback on it from our users. If you want to learn more about it, check out our articles about it here - https://clienthub.reamaze.com/kb/integration-with-quickbooks-online With this March release... -
Client Hub Release Notes - December 2019
Our holiday gift to you -- the Client Hub December 2019 release now features the ability for you to manage files and file folders right within Client Hub. It now gives you even more control on how you manage files that are shared internally and with your clients. Now, you can: Manage a set of "C... -
Client Hub Release Notes - October 2019
We have had many, many requests for (a) A private workspace between your team and one particular user in a client company, and (b) A way to support a client user who runs multiple businesses. Our release today now enables you to do both of these things. We have just launched a very flexible and... -
New Mobile App Release - September 2019
We just released a new version of our mobile apps for iOS and Android. We have made the following enhancements / bug fixes: Show a "red badge" on the app icon when there are workspaces with unread messages Clicking on a Notifications now links directly to the conversation that it belongs to Eas... -
Release Notes - August 20, 2019:
Pinned Messages One of the pieces of feedback we received from our customers was that as Conversations get longer, it was sometimes easy to lose important messages. In fact, that's a problem with cluttered email boxes as well. We wanted to solve this in a way that is true to Client Hub -- simp... -
Release Notes - June 19, 2019:
Notification Settings Our new feature "Notification Settings" (accessed on the left navigation in both accountant and client view) enables all the types of notifications for Client Hub conversations in one place. This brings more visibility to our web push notifications feature and contains th... -
Release Notes - June 1, 2019: "Next Gen Client Hub"
Welcome to our most exciting release since the launch of Client Hub last year. This release reflects a lot of what we have learned from the firms who have adopted Client Hub and introduces a next generation experience for you and your clients. . Highlights of this release: New Client View On... -
We just finished tax season here in the US. And it's been a very busy one for many of you. Given that, we at the Client Hub product team spent the last few months introducing updates that are less visible and not as disruptive to you or your clients. We have fixed several bugs, as well as up-l...
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Several new features this week for you:: QuickBooks Integration Enhancements: We can now pull in uncategorized Deposit Transactions for your clients to comment on. We also support choosing additional sync accounts, so that you can now also add an account like "Uncategorized Income" to indicate...
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Here are the highlights of this weekends release: Key Notification Improvements New notification indicator that is next to the client name on the left side with the ability to also quickly filter for the clients with latest notifications New notification indicators next to the name that is a sub...