Steps to Sign Into ClientHub for the First Time

Instructions for clients of our Pros to sign in to the ClientHub

1. Receive Your Invitation Email:
   
   • You will receive an email invitation from your tax professional. This email contains a unique link that allows you to activate your ClientHub account.
   • If you don’t see the email in your inbox, please check your spam or junk folder.
   • The Subject Line is: ClientHub Invitation

1. Activate Your Account:
   
   • Click on the Create Account button in the invitation email. This will direct you to the ClientHub activation page.

• On this page, you will be prompted to set your password. Choose a secure password that you’ll remember.
• After setting your password, your account will be activated, and you’ll be able to sign in to ClientHub.  The invitation email will no longer work after the account has been activated.
• Once signed in you’ll see a screen like this one.

1. Logging In to ClientHub after initial setup:
   
   • Once your account is activated, you can sign in anytime using your email address and the password you created.
   • To log in, visit the ClientHub login page by clicking on the ClientHub button located on your tax professionals website, enter your email and password, and click “Sign In”. 
   • You can also sign in using a notification email you are sent whenever your Tax or Accounting professional sends you a document or message through the portal.  The subject line for these notifications is New ClientHub Message in that message there will be a button you can click on.

Conclusion:

By following these steps, you'll easily activate your account and gain access to your important documents and messages through ClientHub. If you need any further assistance, don't hesitate to reach out to your tax professional.