What is the Client Hub?

The Client Hub is the secure page where a client reviews the documents you shared.

1
You share a document
Sending a quote, contract, invoice or receipt adds it to that client’s Hub.
2
The client opens their Hub
They use the secure link from your email or from a document you sent. They may be asked to verify access.
3
They see what needs action
Documents that need a response, a signature or a payment appear clearly so the client knows what to do next.
4
They can also browse shared files
The Hub lists the documents you have shared, with their current status.

Still need help?