Migration hub

Migration Guides to HubSecure

Migration paths for teams moving from email, shared drives, spreadsheets and point tools into governed client workflows.

Book workflow demoSee pricing

Choose the closest buyer intent

Migrate from SharePoint Client Portals

A migration path for teams moving client portal workflows from SharePoint into HubSecure.

Migrate from Dropbox Client Files

How to move active client file requests from Dropbox folders into governed HubSecure workspaces.

Migrate from Google Drive Client Documents

A practical plan for moving client documents from Google Drive into secure request workflows.

Migrate from Email-Based Client Onboarding

How to replace email-based onboarding with secure requests, tasks, approvals and a client record.

Migrate from Spreadsheets to Compliance CRM

A migration plan for replacing compliance spreadsheets with client records, risk status and audit trails.

Migrate from TaxDome to HubSecure

When accounting firms should keep TaxDome, complement it or move broader client operations into HubSecure.

Migrate from SmartVault to HubSecure

How accounting firms can move from document storage into tracked client requests and workflow evidence.

Next useful pages

Continue the workflow evaluation

These links connect this page to the most relevant buyer, migration, template and signup paths.

comparealternativessecure client portaldemo
Canonical hubs

Source-of-truth pages for this topic

These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.

current stack
Recommended next step

Continue the evaluation path

The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.

workflow reviewprivate rollouttemplates
Migration next step

Turn this into a migration plan

Start with one complete workflow so the migration has a clear before, after, owner model and success measure.

Get a migration reviewMap the first workflow to move, the data involved and the rollout sequence.Continue ->Use a replacement planDocument the source tools, permissions, fields and evidence requirements.Continue ->Plan private rolloutMove from checklist to implementation support.Continue ->
Product preview

Screenshot and video slots for this workflow

These slots reserve space for real product evidence as soon as the team has approved screenshots and walkthrough clips.

Workflow viewClient request, status, ownership and next action.
Evidence viewFiles, approvals, audit history and review context.
Permission viewRoles, client access, internal reviewers and exceptions.