For every client, we create a personalized and customized Client Workspace and file portal based on your specific needs.

Once you've receive your Client Hub invitation, please click on the link below to login and access your Client Workspace:

https://conciergetax.clienthub.app/#/login

Key Features of Your Client Workspace:

• Secure text-like messaging with our team, giving you instant access to us in most cases, much like a Teams or Slack channel

• A modern file portal, simple "Easy Upload" button, and file drag and drop uploading.

• A central library of all of your key accounting, tax, and business apps, all in one place for you to access whenever you need to

• Automated QBO and Xero feeds, to automatically post your answers to "Ask the Client" questions into the accounting software

• Easy-to-follow and easy-to-track Client Tasks and Open Items, with automatic reminders, to ensure your work is completed in a timely manner