Client Hub

What it does

Client Hub is an all-in-one practice management solution and client portal software designed for modern accounting firms. It streamlines workflows, secures client communication, and offers AI-powered tools. It is built for bookkeeping and outsourced accounting firms, aiming to get client answers 80% faster. Features include AI Magic Search, auto-draft email replies, auto-generate task details, deep QuickBooks and Xero integration, workflow management, client tasks, email management, and a mobile app.

How to use: Client Hub centralizes communication and tasks. Connect your QuickBooks or Xero account, invite your team and clients, and start managing workflows, sharing documents, and communicating securely through the platform. Use AI features to automate tasks and improve efficiency.

Core features

• ✦Client Portal
• ✦Workflow Management
• ✦AI-Powered Tools
• ✦QuickBooks and Xero Integration
• ✦Email Management
• ✦Document Management
• ✦Client Tasks
• ✦Mobile App

Use cases

• →Streamlining client communication
• →Managing workflows and tasks
• →Automating email responses
• →Securing file sharing with clients
• →Improving data quality with QuickBooks and Xero integration
• →Gaining a bird's-eye view of firm operations