--- title: "What do clients see in their portal?" description: "A comprehensive guide to the client experience in Hubflo: how clients access the portal, the difference between shared resources and private workspaces, assigned documents, and guided Flows" url: https://support.hubflo.com/en/articles/11101290-what-do-clients-see-in-their-portal collection: "Start working with clients" updated: 2026-10-28 language: en alternates: [fr] --- # What do clients see in their portal? A comprehensive guide to the client experience in Hubflo: how clients access the portal, the difference between shared resources and private workspaces, assigned documents, and guided Flows When you invite a client to Hubflo, they step into your fully branded portal. Clients gain access to the portal once they are invited to at least one workspace. ### **Interactive Walkthrough** Explore the client experience firsthand. Click through our interactive demo below to see what your clients see: > **Info:** Want a step-by-step guide to forward directly to clients? Share our guide on [Accessing your client portal](https://support.hubflo.com/en/articles/14758839-accessing-your-client-portal.md). ## The sign-in page ![The Ledger & Bloom client portal landing page shows Log in and Sign up buttons above a welcome message and new-client instructions. Visible: CLIENT PORTAL, Ledger & Bloom, Log in, Sign up, At Ledger & Bloom, we offer personalized accounting, bookkeeping, and tax services tailored to small businesses](https://staticfiles.gleap.io/ghelparticle/x1ep2VglJyLDefIRiDdqQZ6m9QEfrM7PyJvG9mrmi4HROzjkVmK8Gan3O5TR34wGdnXlR84GHgd.png) Clients access your portal via your custom domain or your dedicated Hubflo subdomain (`yourcompany.hubflo.com`), learn more in [Set Up Your Custom Domain.](https://support.hubflo.com/en/articles/9419546-set-up-your-custom-domain.md) You can customize this page with a company logo, cover banner, and welcome text. Depending on your configuration in **Settings > Authentication & SSO**, clients can authenticate via: - **Google SSO** - **Magic link** (sent directly to their inbox) - **Email & password** Clients stay logged in for 90 days. If self-signup is enabled, clients can register and will see the portal without any folders, tasks, etc. > **Error:** **Invited client missing their invite email?** See our guide on [Troubleshooting client invite delivery.](https://support.hubflo.com/en/articles/11101377-manage-client-access-to-the-workspace.md#heading-5-troubleshooting-client-didn-t-receive-their-invite-email) ## How the portal is structured ### The Resource Center A [global knowledge base](https://support.hubflo.com/en/articles/9773203-set-up-a-resource-center.md) visible to all of your clients. It houses evergreen content, FAQs, general onboarding guides, and shared company documents in one centralized place. ### Workspaces Private, dedicated spaces created for a specific client or project where their materials are housed. If a client is invited to multiple workspaces or projects, they can switch between them seamlessly inside their portal navigation. **Inside a workspace, clients can access:** - **Chatroom:** A dedicated direct messaging space with your team. - **Shared Files & Folders:** Organized assets, deliverables, notes, and links. - **Embedded External Apps:** Native views of external tools like Calendly booking calendars, Google Sheets, Loom videos, or Notion docs. - **Tasks (Dynamic Visibility):** To keep the UI clean, the Tasks section **only appears if you create tasks** in that workspace. If no tasks are assigned, the section stays completely hidden from the client. ### Guided processes: Flows Flows guide clients through structured, multi-step processes (like client onboarding or file collection). Clients using your portal can access all active and completed flows directly from the **Flows** tab. ![Ledger & Bloom onboarding shows step 3, “Tell us about your business,” with the New Client Intake Form open to Section 1, Client Information. Visible: Ledger & Bloom, Lumen Coffee Roasters Onboarding, STEP 3 OF 6, Needs a review from our team, Tell us about your business, New Client Intake Form.](https://staticfiles.gleap.io/ghelparticle/z7b6eXErJB6ORFdXzN60lyEl6iZBbRTiXltikjGxY6EtEv8Rm8FVHcWagWuNQM4yZIxgruflQgX.png) **The client experience in a Flow:** - **Welcome screen:** Displays your custom introduction and outlines the total steps waiting for them. - **One step at a time:** Clients focus on the current task with a clear progress bar. The sidebar lists upcoming steps and completed milestones. ### Forms Clients can complete forms directly in the portal. You can also pin frequently used forms (such as support requests or scope change forms) so they are always accessible on the client home page. ![The Ledger & Bloom client portal Forms screen shows the Bookkeeping Onboarding Form with business name, DBA, and industry fields; Business Legal Name is saved. Visible: Client portal, Ledger & Bloom, Home, Tasks, Invoices, Client documents.](https://staticfiles.gleap.io/ghelparticle/RbCTdFfuXqcpVU2oS6A5nB7UeqlRk1FvKhr6Blzw30Xi1WsxVcrb20n3zVFzntdQyoRnNLMpryM.png) ### Smartdocs Clients review, fill out, and e-sign legal documents directly inside the portal interface. ![The Completed documents screen shows two Annual Tax Filing Service Agreement entries under Action required, each pending with 0/2 signatures. Visible: Completed documents, You'll find all the documents that need your action (signature, approval, etc.) here., Action required, Annual Tax Filing Servic](https://staticfiles.gleap.io/ghelparticle/5bvGJ02p4dN98OOLYGGBF4sesW0caLZCx2jXmr47OLrVHjOe1ZxUIOnR6uGOEu5Q2c4tFGAPVeT.png) ### Billing & Invoices Centralized ledger where clients review proposals, open itemized invoices, and [complete payments online](https://support.hubflo.com/en/articles/15350505-accept-online-payments.md) (if enabled). ![Billing screen showing Invoices and Proposals lists with document amounts, dates, and Paid, Overdue, and Issued statuses. Visible: Billing, Click on a document to view it, Invoices, Invoice (copy) (copy) (copy), $U650.00 net, Aug 28.](https://staticfiles.gleap.io/ghelparticle/56D3TryTsVxjkaaD7wGdOgBHnLa2IxbazOjczwOqBMQrzwx0jb3IkEVObgX9J0zvy3eurx6JTQT.png) ## Client notifications & reminders Clients stay informed about their pending items via automated emails (and push notifications if they use the [mobile app](https://support.hubflo.com/en/articles/8822311-hubflo-apps-for-mobile-desktop-and-chrome.md)): - When a new step in a Flow opens for them - Automated reminders for pending steps (up to 3, depending on deadline settings) - Automated reminders for unsigned Smartdocs (up to 2) - Flow completion confirmations Learn more about notifications in [How Notifications Work.](https://support.hubflo.com/en/articles/10693690-how-notifications-work.md) ## What's next? - [Manage client access and permissions →](https://support.hubflo.com/en/articles/11101377-manage-client-access-to-the-workspace.md) - [Getting the most out of workspaces →](https://support.hubflo.com/en/articles/14478051-getting-the-most-out-of-workspaces.md)