W-2_2025.pdf
Bank_statement.pdf64%
The client portal for a smoother practice & happier clients
Files, messages, forms, contracts, projects and billing in one branded portal, with automated workflows behind it.
P
Precision Tax
Welcome, Jane
Get started
- Sign your agreement
- 2Upload your documentsUpload
- 3Book your kickoff call
Your service
In progressStep 2 of 4Documents
2,261+ service firms run their client journeys on Hubflo
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All the tools you need to work with clients
Use Hubflo's native client portal tools or connect yours.
Business name
Northline Studio LLC
Tax ID
Forms
Can you send the 1099s?Uploading them now
Messaging
Signed
Contracts
- Prepare the kickoff deck
- Review the questionnaire
- Assign the account manager
Tasks & projects
Invoice #1042Paid
$2,400.00
Pay nowBilling
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
Automate onboarding and wow clients from the start
Get started2 of 3 done
- Sign your agreement
- Fill the intake form
- Book your kickoff call
Give every client a clear onboarding to-do
Requested from Jane
Last year's tax return
Due FridayUpload
Collect files without the email chase
Engagement letterAwaiting signature
Review and signSend forms and contracts to e-sign
Swap the email chaos for secure chat
Secure chat rooms in your portal. Clients reply from the portal and get an email alert when you write.
- One room per client or project
- Files shared right in the thread
- Email alerts for every new message
NNorthline StudioOnboarding room
Hi Jane, can you upload last year's return?
Done, it's in the folder. Anything else?
2024_tax_return.pdf
Deliver your services like a pro
Brand refreshStep 2 of 4
KickoffDraftReviewDelivered
Show clients what you're working on
Logo concepts, round 2
ApproveRequest changes
Collect approvals and feedback
Monthly reportEmbedded
Embed your dashboards and reports
“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
9:41
Monday, October 19
New messageYour accountant replied
New form assignedClient intake questionnaire
Contract to signEngagement letter 2026
Task overdueUpload your bank statements
Give clients your own app
We publish your portal as a white-label app on the App Store and Google Play, with your name, your icon and push notifications.
- Your brand, not ours
- iOS and Android
- Real-time push notifications
Bank-level security for every client file
256-bit encryption
For all data in transit and at rest
SOC 2 compliant
Audited security controls
GDPR compliant
Client data handled the right way
HIPAA-ready workflows
For healthcare-adjacent firms
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 upgrade your client experience?
Join 2,261+ service firms that run their client work on Hubflo.
Book a demoA client portal is a secure, branded online space where you and your clients collaborate in one place. Instead of scattered emails, Dropbox links, and lost attachments, everything lives in your portal: files, messages, projects, invoices, and more. Your clients log in, see exactly what they need, and you look professional doing it.