One secure place for documents, signatures, tasks, and history.
CompFinO runs client work through a single secure portal. Sensitive documents should always travel through ClientHub rather than email.
Sign in to ClientHub
New clients receive an invitation during onboarding. If you need access, contact your relationship leader or email info@CompFinO.com.
Secure messages
Conversations stay attached to your engagement instead of scattered across inboxes.
Document requests
Clear checklists of what we need, with status visible to both sides.
E-signatures
Engagement letters and authorizations signed electronically.
Onboarding questionnaires
Structured intake for systems, access, and account details.
Missing-item tracking
Open items and due dates in one list, not in email threads.
Meeting notes
Decisions and follow-ups retained alongside your records.
Reporting deliverables
Financial statements and reports delivered on the agreed schedule.
Tax returns
Completed returns stored and retrievable when you need them.
Invoices and payments
Billing and payment history in the same place as the work.
Please do not email tax or financial documents
Returns, payroll records, bank details, and identification documents should be uploaded to ClientHub. Email is not a secure channel for that information, and we will always request it through the portal.