Capabilities · Firm Hub

Your firm has a hub of its own.

Every client gets a hub in Arrive. The firm needed one too. Firm Hub puts your own documents, engagement letters, phone and fax setup, reminder policy and connected software on a single screen, instead of scattered across menus nobody could find.

Firm Hub

Your firm's documents, integrations and settings in one place
Documents
Arrive Drive
Browse and sync firm storage
Engagement Letters
Templates used at onboarding
Firm Documents
Templates, contracts, internal files
Settings
Phone System
Numbers, routing and voicemail
Fax System
Fax numbers and inbound handling
Reminders
How often clients get chased
Arrive MCP
Connect Claude or ChatGPT
Admin
Firm details
Name, branding and defaults
Connected software
Integration status at a glance
/01Features

Everything the firm owns, in one place.

Documents the firm keeps for itself, the settings that govern how it reaches clients, and the software it runs on.

One screen for the firm

Documents, settings and admin grouped as tiles, so finding something is looking rather than remembering.

Arrive Drive
Engagement Letters
Firm Documents
Phone System
Fax System
Reminders

Arrive Drive

The firm's own storage, browsable in the app and syncable from the desktop, separate from client files.

Arrive DriveConnected
Templates
Contracts
Internal

Engagement letters

Static files and dynamic templates, ready to go out during client onboarding.

Engagement Letters
1040 IndividualDynamic
1120-S BusinessDynamic
BookkeepingStatic

Phone and fax

Workspace numbers, call routing, voicemail, and how inbound faxes get filed.

Phone & Fax
Main lineReception
Tax teamRound robin
FaxAuto-file

Reminder policy

Set once how often clients are chased for unpaid invoices and outstanding document requests.

Reminders
Unpaid invoices
Every 7 days
Document requests
Every 3 days

Arrive MCP

Connect Claude or ChatGPT to your firm's Arrive data, with every drafted action staged for approval.

Arrive MCP
ClaudeConnected
ChatGPTConnected
Every drafted action staged for approval
Before
Profile modal
Firm details · Connected software · AI assistants
bottom-left avatar
Workspace switcher
Phone · Fax · Reminders
top-left org name
After
Firm Hub
Phone System
Fax System
Reminders
Arrive MCP
Firm details
Connected software
Findability

Settings stop hiding in the corners.

  • Firm configuration used to live in two modals at opposite ends of the sidebar.
  • Phone, fax and reminder settings were the ones nobody could find.
  • Firm Hub gathers them into one screen you can scan.
What each person sees
Firm admin
Documents · Settings · Admin
Full hub
Preparer
Documents · Settings
Scoped
Member, no document access
Settings
Scoped
A member without document access still lands on a usable hub, never an empty screen.
Permissions

The right hub for whoever opens it.

  • Firm documents are permission-gated, so they appear only for those who should see them.
  • Admin tiles show for firm admins and stay hidden otherwise.
  • Everyone else still gets a working hub, never a blank page.
F.A.Q

Frequently asked questions.

How is Firm Hub different from a client's hub?

A client hub holds one client's documents and activity. Firm Hub is the firm's own counterpart: the paperwork the firm keeps for itself, plus the settings that govern how the whole workspace runs.

What lives in Firm Hub?

Three groups. Documents: Arrive Drive, engagement letter templates, and the firm's own files. Settings: phone, fax, reminder policy, and AI assistant connections. Admin: firm details and connected software.

Can everyone in the firm see all of it?

No. Firm documents require the document permission, and the admin tiles are limited to firm admins. Someone without those still sees the settings tiles, so the hub is useful rather than empty.

What is Arrive MCP?

It connects Claude or ChatGPT to your firm's Arrive data, so you can ask questions and draft work from the assistant you already use. Every action it drafts is staged for a human to approve before anything happens.

Firm Hub

Stop hunting for your own settings.

The firm's documents, its numbers, its reminder policy and its integrations, gathered on one screen and scoped to whoever opens it.