How to Upload Documents for Your Tax or Accounting Professional via Client Hub

As a ClientView user, you can easily upload documents for your tax or accounting professional through the Client Hub.

Follow the steps below to get started and securely share your documents.

If this is your first time logging into the ClientHub, you'll need to activate your account. To do this:

Check your email for an invitation sent by your tax or accounting professional.
Open the invitation and follow the link provided.
You’ll be prompted to create a password for your ClientHub account.

Once your account is activated, you’re ready to upload documents securely!

After your account is activated, you can sign in anytime to upload your documents:

Go to your tax or accounting professional’s website.
Find and click on the ClientHub login link.
Enter your login credentials (the email address and password you used during activation).

You have two options to upload your documents:

Upload Documents via Chat Message:
- While in the Client Hub, you can upload documents directly within a chat message by using the paperclip icon in the chat toolbar. Simply click the icon to select and upload your file.
Upload Documents to a Specific Folder:
- If you'd prefer to upload multiple documents to a specific folder, click on the Documents menu item.
- From here, you can either:

- - Create a new folder to upload your documents to, or
  - Click on an existing folder to upload your documents.

- Once you're in the folder you want to add documents to, click on the upload icon to open the upload screen.
  - You can either click into the upload box to select files from your computer, or drag and drop the documents directly into the upload box.

Need Help?

If you experience any issues logging in or uploading your documents, feel free to reach out to your tax or accounting professional for assistance.

We hope this makes document submission easier and more secure for you!