- Step1: Sign up on the Client Hub website.
- Step2: Customize your workspace according to your firm's needs.
- Step3: Invite your clients to join the platform.
- Step4: Start using workflow management to assign tasks.
- Step5: Utilize secure file sharing to send and receive documents.
- Step6: Use the messaging feature to communicate with clients.
- Step7: Sync transactions with QuickBooks for automatic updates.