FinHub Portal

Secure client workspace

Everything in one place.
Secure and organized.

Upload documents, track progress, and collaborate securely. Clients see only their data. Staff see assigned work. Admin sees all.

Client Cabinets
Role-Based Access
Manager Review
Accounting Integrations

Uploads

Clean document cabinets with structured folders.

Workflow

Assignments, approvals, and status tracking.

Modules

Explore services, workflows, and collaboration options.

Reporting

Clear visibility without email chains.

  • Client dashboards
  • Employee task flow
  • Manager approvals
  • Administrative oversight