W-2_2025.pdf
Bank_statement.pdf64%
The client portal that makes a small business look big
Working with clients shouldn’t mean juggling email, Dropbox and spreadsheets. Give them one branded portal for files, messages, invoices and e-signatures, set up in under an hour.
P
Pixel Perfect
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
.png)
.png)
.png)
.png)
.jpeg)
.jpeg)
.jpeg)
Replace your scattered tools with one portal
File sharing, messaging, invoicing, e-signatures and projects. One subscription instead of five.
Can you send the 1099s?Uploading them now
Message clients
Invoice #1042Paid
$2,400.00
Pay nowSend invoices
Signed
E-sign contracts
- Prepare the kickoff deck
- Review the questionnaire
- Assign the account manager
Track projects
Business name
Northline Studio LLC
Tax ID
Send forms
Built for small business, not the Fortune 500
Live in under an hour
Add your logo and colors, connect your domain, invite your first client.
No IT team needed
If you can use email and a web browser, you can run your portal.
Priced for small business
White-labeling, e-signatures and secure file sharing without enterprise pricing.
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 launch your small business client portal?
Join 2,261+ businesses that run their client work on Hubflo.
Book a demoA client portal is a secure, branded online space where your clients can access files, messages, invoices, and project updates. Instead of juggling email, Dropbox, and spreadsheets, everything lives in one place with your logo on it.