Hubflo
The new way to work with clients
Transform your business with a modern & powerful client portal.
Streamline client onboarding & deliver your services like a pro through a branded client portal.
Supercharge your portal with powerful apps (Files, Contracts, Messaging, Tasks, Billing) & integrate your own tools.
👉 Try Hubflo free at hubflo.com and see why modern service teams are switching to smarter, all-in-one client platforms.
Welcome to the Hubflo Client Portal
Getting Started with Tasks in Hubflo
How to Set Up Your First Project in Hubflo
Let Clients Update Their Own Profiles in Hubflo
3 Ways to Collect Files in Hubflo
How to Use Hubflo Fields in Forms
Manage Your Hubflo Subscription
Branding & Organization Info Setup in Hubflo
Add Global Items to Your Client Portals
Hubflo - The Client Portal Suite to Elevate your Firm
Customize Your Personal Hubflo Profile
Invite & Manage Internal Users
Connecting Hubflo with Zapier
Create Task Templates in Hubflo
Create Branded Forms in Hubflo
Create & Manage SmartDocs in Hubflo
Build Your Catalog in Hubflo
Create & Send Client-Ready Proposals
Set Up Recurring Invoices in Hubflo
Create & Manage Invoices in Hubflo
Customize Your Billing Settings in Hubflo
Hubflo Client Portal Platform Overview
Add a resource center to your client portal
Supercharge your Hubflo Client Portal with Widgets (store, calendar, knowledge base, etc)
Connect your Client Portal to your domain/website
Client Messaging Overview
How to embed external apps in your Hubflo Client Portal
Smartdocs Overview
Client Portal Complete Overview
![Hubflo - The new way to work with clients [Product tour]](https://ricktube.ru/thumbnail/tImNWAU2HHc/mqdefault.jpg)
Hubflo - The new way to work with clients [Product tour]