W-2_2025.pdf
Bank_statement.pdf64%
2,261+ service firms run their client journeys on Hubflo
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From process to flow in three steps
- Onboard a new bookkeeping clientCollect filesSignKick-off01
Describe your process
- Upload ID and bank statementsClientCreate folder in Google DriveIntegrationAssign the account managerInternal team02
Review the drafted flow
- Your onboarding2 of 3 doneSign the engagement letter03
Clients follow along
All the tools you need to build automated client-facing workflows
Logo concepts, round 2
ApproveRequest changes
Get approvals
Business name
Northline Studio LLC
Tax ID
Send forms
Can you send the 1099s?Uploading them now
Message clients
Signed
E-sign contracts
- Prepare the kickoff deck
- Review the questionnaire
- Assign the account manager
Assign to-dos
AI and automation that handle the busywork
Clients get nudged, documents get read and checked. Your team steps in when it matters.
Form W-22025
EmployerNorthline Studio LLC
Wages$84,200
Federal tax withheld$12,960
Tax year2025
Saved to the client recordPull the data out of every document
- Document request sentDay 0
- Friendly reminder by emailDay 3
- Second reminderDay 5
- Documents receivedDay 6
Follow-ups that send themselves
- Bank statements cover 3 months
- !Page 4 of the lease is not signed
- ID is valid until 2029
AI checks the file before you do
Deliver your services through a secure, branded portal
Your logo, your colors, your domain. Clients only see your brand.
A
Apex Strategy
Welcome, Jane
Get started
- Sign your agreement
- 2Upload your documentsUpload
- 3Book your kickoff call
Your service
In progressStep 2 of 4Documents
- Your own domain
- Your own mobile app
- 256-bit encryption
Start from a flow built for your industry
Accounting & CPA
- Tax Return Preparation
- New Client Onboarding
- Monthly Bookkeeping Close
- +2 more
Financial services
- Wealth Client Onboarding (KYC)
- Loan Application
- Account Opening & Transfer
- +2 more
Agencies
- Client Onboarding & Kickoff
- Website Development Project
- Marketing Campaign Delivery
- +2 more
Insurance
- Policy Application & Onboarding
- Claims Intake & Resolution
- Life Insurance Enrollment
- +1 more
Construction & Real estate
- Renovation Project
- Property Selling: Listing to Close
- Change Order Approval
- +5 more
Legal
- New Client & Matter Intake
- Business Incorporation
- Personal Injury Case
- +3 more
“I love that it's simple to use, easy on the eyes, and just makes so much sense. I set it up quickly, unlike its competitors, and the customer support is fantastic! My clients love it, too!”
Plugged into your stack
18+ native integrations, and an API for everything else.
- CRM, accounting and calendars
- Files land in the right folder
- An open API
What firms say after the switch
“Custom task and client-onboarding templates cut our manual follow-up time by roughly 30%. The intuitive UI and built-in help docs had our team trained in under a morning.”
-30%
manual follow-up time
Hubflo is amazing! The pricing structure is simple. The features they have is second to none. It's so easy to use and set up. Customer support is out of this world. Honestly its brilliant.
The system is not only extremely easy to use, but the support provided from the initial setup through to the ongoing operation of the platform has been outstanding. There is nothing I dislike; the entire process has been made extremely easy.
Ready to put your client journey on autopilot?
Turn any client process into a connected, automated flow delivered through your client portal.
Book a demoA step-by-step process your clients follow in their portal: uploading files, signing, approving, filling forms, messaging. Your team tasks, automations and integrations run alongside it.