Question 1

What is a client portal?

Accepted Answer

A 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.

Question 2

What makes Hubflo the best client portal software?

Accepted Answer

Hubflo combines everything you need in one platform: file sharing, real-time messaging, project management, forms, contracts, and invoicing. Unlike piecing together 5 different tools, Hubflo gives you a single branded workspace. Plus, you can publish it as your own custom mobile app — something most competitors can't offer.

Question 3

Who is Hubflo client portal designed for?

Accepted Answer

Hubflo is built for service businesses and professional firms that work closely with clients. This includes marketing and creative agencies, consultants, freelancers, accountants, CPAs, bookkeepers, tax professionals, law firms, real estate professionals, and growing businesses that want to deliver a premium client experience.

Question 4

Is Hubflo a good client portal for agencies?

Accepted Answer

Yes. Marketing agencies, design agencies, and creative firms use Hubflo to share deliverables, collect feedback, manage approvals, and keep clients updated on project progress — all in a white-labeled portal that matches your brand.

Question 5

Can accountants and tax professionals use Hubflo as a client portal?

Accepted Answer

Absolutely. Accounting firms, CPAs, bookkeepers, and tax professionals use Hubflo to securely exchange financial documents, collect client information via forms, send engagement letters, and communicate without clogging up email.

Question 6

What features does Hubflo client portal include?

Accepted Answer

Hubflo includes all the core features you need: secure file sharing and document management, real-time client messaging, project and task management, custom forms and intake, contracts with e-signatures, invoicing and payments, and full white-label branding with custom domains.

Question 7

Can I white-label my client portal with my own branding?

Accepted Answer

Yes. Hubflo lets you fully customize your portal with your logo, brand colors, custom domain, and even publish it as a branded mobile app. Your clients see your brand, not ours.

Question 8

Can I get a mobile app for my client portal?

Accepted Answer

Yes — and this is a Hubflo differentiator. We can publish your Hubflo portal as a custom-branded mobile app on the App Store and Google Play, with your name, icon, and push notifications. Your clients download your app, not ours.

Question 9

How secure is Hubflo's client portal?

Accepted Answer

Hubflo uses bank-level 256-bit encryption for all data in transit and at rest. We're SOC 2 compliant, GDPR compliant, and support HIPAA-compliant workflows for healthcare-adjacent businesses. Your client data is protected by enterprise-grade security.

Question 10

How do I create a client portal with Hubflo?

Accepted Answer

Sign up for a free trial, customize your branding, invite your first client, and you're live in under 15 minutes. No developers, no complex setup, no IT team required.

Question 11

Does Hubflo offer a free trial?

Accepted Answer

Yes. You can try Hubflo free with no credit card required. See exactly how it works with your clients before committing.

The client engagement platform for a streamlined practice & happier clients