Client Hub
Your work with MB&A, in one place.
A secure portal where clients see their engagements and what's needed from them, and where our team sends requests, tracks progress and completes training.
Sign in to the Client Hub
Clients sign in with a one-time code sent to their email address, with no password to remember. MB&A staff sign in with their Microsoft 365 account.
Sign in to the Client HubNot invited yet? Ask your MB&A contact to add you, or email info@mbacpaco.com.
Explore the demo
See what your clients see: their engagements, document requests, uploads and deadlines. Everything uses invented example data. Nothing you do in the demo is uploaded, saved, sent or signed in.
Open the demoWhat's real and what's simulated
The demo shows how the Client Hub works. The real Client Hub is a separate application with its own secure sign-in, database and file storage.
| Feature | In the demo | In the real Client Hub |
|---|---|---|
| Client sign-in | Simulated. No password is asked for | One-time email code, checked on the server |
| Staff sign-in | Not in the demo | Microsoft 365 (Entra ID) sign-in for @mbacpaco.com accounts |
| Who can see what | One example client company | Enforced on the server: clients see only their company; associates only their engagements; managers their portfolio; partners everything |
| Engagements, requests and deadlines | Example data in the browser, reset on reload | Saved in a database |
| Document uploads | Nothing is uploaded | Saved to the client's SharePoint folder, filed by engagement and period |
| Replies, approvals and engagement letters | Shown on the page only | Recorded with the person's typed name, time and IP address (a record of consent, not a qualified e-signature) |
| Request templates and manager approval | Not in the demo | Associates' requests go to the engagement manager for approval before clients see them |
| Reminders and notifications | None are sent | Emails from a Microsoft 365 mailbox, with daily reminders |
| Activity history | Not in the demo | Recorded for every request, approval, upload and training result |
| Training, exams and certificates | Not in the demo (staff only) | Courses, server-marked exams, PDF certificates with public verification, and CPD hours |
Using the Client Hub involves processing client documents and personal data. Any changes to the Privacy Policy needed for it will be proposed separately for approval before launch.