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Client Hub

Client Hub

Accountant workflow, client portal, and more in one solution.

Workflow ManagementClient PortalFile Sharing
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Introduction

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

Key Features

Workflow Management

Secure File Sharing

Client Messaging

AI Superpowers

Frequently Asked Questions

What is Client Hub?

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

How to use Client Hub?

Easily manage workflow, client communication, and more with Client Hub. Simply set up your business, tailor it to your needs, and have your clients download the app. Client Hub provides a modern client portal and mobile app for your clients and full visibility for your team. It also comes with AI superpowers built-in for enhanced productivity.

What are the benefits of using Client Hub?

Client Hub allows your firm to efficiently manage workflow, client communication, and provide a modern client portal experience. With AI superpowers, you can automate tasks and enhance productivity. It also offers seamless integrations with QuickBooks and Xero.

How does Client Hub improve client communication?

Client Hub provides email integration, secure messaging, and awesome mobile apps, ensuring that your clients respond in a timely manner. It also offers powerful client tasks and integrations with QBO/Xero to resolve uncategorized transactions.

Can Client Hub help me save time and money?

Absolutely! Client Hub eliminates the need for multiple tools by providing an all-in-one solution. It offers features like workflow management, client portal, file sharing, and client communication in a single platform. This saves time and increases efficiency.

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Use Cases

  • Client Hub is designed specifically for modern cloud accounting firms. It helps streamline client communications, manage workflow efficiently, and provides a branded client experience. Whether you need to resolve uncategorized transactions, track time, or integrate with QuickBooks or Xero, Client Hub has got you covered.

How to Use

Easily manage workflow, client communication, and more with Client Hub. Simply set up your business, tailor it to your needs, and have your clients download the app. Client Hub provides a modern client portal and mobile app for your clients and full visibility for your team. It also comes with AI superpowers built-in for enhanced productivity.
Client Hub: Accountant workflow, client portal, and more in one solution. | Review AI Tools