Secure client experience
ClientHub: documents, deadlines, and status in one secure place.
After the initial fit review, engagements move into ClientHub. Confidential records are never collected through the public inquiry form.
What it includes
Built for regulated reporting work.
Secure document exchange
Requested records move through an encrypted channel, not email.
Customized reporting checklists
A checklist built for the specific program and cycle.
E-signatures and engagement letters
Scope and fees confirmed before work begins.
Filing and response deadlines
Every date tracked in one place, with reminders.
Outstanding information requests
A single running list of what is still needed.
Status updates
Where the engagement stands at any point.
Completed reports and schedules
Final deliverables retained and retrievable.
Meeting notes and next steps
Decisions recorded alongside the documents.
Onboarding workflows
A distinct intake path for each engagement type.
Each workflow opens with the records that engagement actually requires, so the first request is complete rather than iterative.
- Cost reporting
- Prior report, trial balance, allocation statistics, census data, and agency correspondence.
- Medicaid audits
- Audit notice, document request list, sampled items, and prior findings.
- Rate appeals
- Issued rate computation, filed report, appeal deadline, and prior appeal history.
- School-based settlements
- District cost report, settlement calculation, and supporting documentation.
- Nonprofit audits
- Grant agreements, schedule of expenditures, and internal control documentation.
- Recurring accounting
- Monthly source documents, reconciliations, and reporting calendar.
Ready to begin an engagement?
Start with a reimbursement and compliance review. ClientHub access follows scope approval.