# One secure source of truth for client financial documents

Hubmee replaces ad hoc portals, shared drives, and email chaos with a structured, secure client workspace. Clients know what to do next — and your team stays in control.

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## Intake

- **Guided Structure**: By year & entity
- **Access**: Permissioned

A single, branded environment for collecting, organizing, and collaborating on sensitive financial documents.

### Document lane

**Single source of truth**

1. **Upload**: W-2 / 1099 • Statements • K-1s
2. **Auto-sort**: Year + entity structure
3. **Share**: CPA / advisor / family access
4. **Audit**: Clean history + approvals

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### Outcome

- Less chasing. 
- Fewer errors. 
- Better collaboration — with control.

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## Live proof

### Secure + compliant

### Tax season: Entities Collaboration

Tax season — no more version chaos
- **W-2 / 1099s**: Received
- **K-1s**: Missing: 1
- **Client notes**: Captured

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### Why it matters

One structured intake prevents late, incomplete, or wrong-version uploads.  
Private access, clean history.

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## The problem

### Financial documents break across inboxes and drives

- **Late or incomplete uploads**: Clients miss steps without clear guidance — teams chase, re-request, repeat.
- **Version control issues**: Tax season becomes a guessing game across PDFs, scans, and outdated statements.
- **Sensitive data scattered**: Files spread across portals, drives, and email threads create avoidable exposure.
- **Inefficient collaboration**: Advisors, CPAs, and families struggle to coordinate when context is split.

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## Hubmee solution

### A single, branded client workspace for financial documents

Collect, organize, and collaborate in one secure environment — designed for high-trust workflows.

- Request documents in structured flows, not email — track completion automatically.
- Organize documents across years and entities — not random folders.
- Permissioned access for families, advisors, and staff — collaboration with control.
- Optional AI can suggest next steps — with oversight and auditability.

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### Workspace snapshot

- **White-label**: 
    - **Request**: Latest statement — One structured request tied to the right year & entity.
    - **Organized**: 2024 folder — Clear structure that stays consistent year after year.
    - **Shared**: CPA access — Permissioned collaboration without forwarding.
    - **Audit trail**: Know what changed, when, and why.

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## Key value props

### A calmer way to run document workflows

- **Secure document intake**: Built-in clear instructions for clients — fewer late or incomplete uploads.
- **Organized across years & entities**: Built-in structure that works for complex families and entity trees.
- **Permissioned collaboration**: Built-in — Bring CPAs, advisors, and families into one controlled workspace.
- **Clean audit trails**: Built-in — Recordkeeping and compliance without detective work.

Less friction. Fewer errors. Better client relationships. Keep one secure source of truth — with a structure clients can actually follow.

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## Why Hubmee

### Designed for high-trust, high-touch relationships

Supports complex family and entity structures — flexible across tax, advisory, and estate workflows.

- White-label to reinforce firm brand.
- Flexible enough for tax, advisory, and estate workflows.
- Clean audit trails for compliance and recordkeeping.
- Reduced follow-ups and manual chasing.

### Result

Less friction. Fewer errors. Better client relationships.

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## Platform & partners

### Built for integration and partnerships

- **API-first architecture**
- **White-label ready** for partner branding.
- Embed into existing platforms or workflows.
- Designed for fintech and wealthtech ecosystems.

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### Ideal for

- Platform providers
- Financial institutions
- Advisory networks
- Vertical SaaS companies

Build a better client experience — without rebuilding your stack. Partner with Hubmee to deliver modern client workflows inside your platform.

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## Ship a secure workspace clients will actually use

We’ll reach out when it’s relevant for your firm or platform.