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ShareFile
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Client Hub (Beta)

June 4, 2025
Contributed by: 
P

Client Hub Overview

The Client Hub allows you to manage your client list efficiently within ShareFile whether your client is an individual or a company while creating associations with folders, Projects and other items across ShareFile to create a central hub for each client. You can create a service team and client contact list for each client to help you manage your clients as a team.

Notes:

  • The client hub (Beta) feature is currently only available for ShareFile Premium and ShareFile Industry Advantage plan types.
  • You will need to be an administrator on your ShareFile account with Admin company account permissions permission to be able to access the admin section for Client hub settings. See Client Hub Admin Settings for more information.

Creating a New Client (Individual or Group)

  1. Create Client button - This is the first step to creating a new Client object in the ShareFile client hub. You can choose between creating an Individual client object or a Company client object depending on the client you are trying to connect.
  2. Company Name - If you chose to create a Company client object, this field will allow you to name that entity for easier filtering, searching and navigation in the client hub.
  3. Add from existing - If you already have been interacting with the client that you are creating in your ShareFile account, you can try searching for existing users based on their name or their email address to link existing ShareFile users to your newly created client.
  4. Client ID (Optional) - The Client ID is an optional field that can be leveraged to append a unique identifier to your client if you would like to match records with other systems or apply a differentiator for multiple clients that have the same name.

  5. Internal Display Name - This setting will allow you to apply a display name for your client and is only visible for internal team members. It has the following default values, but you can change the internal display name to something completely different.

    • For individuals, ShareFile will default this value to First Name - Last Name
    • For companies, ShareFile will default the information that is put into the Company name field.
    • If you have added the optional Client ID field above, it will append the Client ID that you entered in parentheses at the end of the Internal Display Name by default.

Filtering and Searching the Client List

As you create more client objects in your ShareFile client hub, searching and filtering is going to be key to help you quickly access the correct client object within the client hub.

  • You can use the search function to query for client objects by the client name (first name, last name, company name) or the Client ID if used.
  • You can filter the results based on client type (Individual or Company).
  • You can also choose to only show the clients where you are on the Service Team.

Client Hub

Accessing a Client Object

Once you click into a client object, you will be presenting with a few options:

  1. Overview - This page provides high level client details of your client object, a list of the Service Team with ability to manage Service Team by Primary Service Team members, and a view of active Document Request List and Information Request items.
  2. Contacts - This page provides a list of any client contacts associated with your client object in the Service Hub. You can also manage client contacts tied to the client object on this page.
  3. Files - You can be able to create associations with existing folders in your ShareFile account to start connecting your client objects with the folders that you have already created for clients.
  4. Projects - You can access any Projects that you have associated with your client object, create a link with existing Project, and create a new Project directly from the client hub.
  5. Tax - You can integrate with the Income Tax Solution available on the ShareFile Industry Advantage plan.

IMPORTANT NOTE:

Adding employee users to a client object in the ShareFile client hub does not currently grant them access/permissions to the Folders, Projects, Tax Solution or other resources that are connected. The users will still need to be added to the resource directly and then the information will start to populate within the ShareFile client hub.

Files

You can link the existing client folders that already exist on your ShareFile account to associate them with the client object for easier access to the files for downloading and uploading. There are still some features that will still need to be done from the existing client folder itself but we are constantly expanding the functionality in this new UI to provide additional feature sets as soon as we are able.

Client Hub

Projects

You can choose to associate existing Projects for your client or create a brand-new Project and link it to the client object to work on it directly from your ShareFile client hub.

Client Hub

Once you link a Project to the client object, Information Request(s) and Document Request List item(s) will then begin to appear on the overview so you can quickly check the status and have a shortcut to the request directly from the client hub.

Client Hub

Tax Solution (Industry Advantage Plan Only)

If you on the ShareFile Industry Advantage plan, you can be able to connect your U.S. Individual Income Tax Return solution to a client to quickly use the preconfigured solution to make requesting information from your clients a breeze and quickly share out requests for all the necessary information. You can then track all these requests from the client object in your ShareFile client hub.

Client Hub

Service Team

The service team on a client object is broken up into two parts: the primary service team members and regular service team members.

  • Primary service team members can edit client details, assign new primaries, and delete clients.
  • Regular service team members will get access to all client requests, services, and files.

Limited View for Users not on the Service Team

If you are not a Service Team member for a particular client, your access to the associated resources on the client object will be limited.

Client Hub

Client Hub (Beta)
June 4, 2025
Contributed by: 
P
June 4, 2025
Contributed by: 
P

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