Client Hub

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

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Client Hub

Introduction

What is Client Hub?

Client Hub is an AI-driven platform designed specifically for bookkeeping and outsourced accounting firms, providing a magical practice management experience. It combines workflow, client portal, and AI superpowers to empower your firm and deliver a modern, branded experience to your clients.

Key Features of Client Hub

  • Amazingly powerful capabilities, yet simple to use
  • Branded, modern client experience
  • AI-driven superpowers to transform your workflow
  • Cloud accounting firms love Client Hub, with rave reviews on QuickBooks App Store and Capterra

How to Use Client Hub

  • Get a demo or start a free trial to experience the magic
  • Set up Client Hub to connect with your client's QuickBooks Online company
  • Use AI-driven superpowers to automate tasks and workflows
  • Deliver a modern, branded experience to your clients

Pricing of Client Hub

  • Get a demo to learn more about our affordable pricing plans
  • Start a free trial to experience the benefits of Client Hub

Comments on Client Hub

  • "Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client." - Danielle Kleinrichert, Neatbooks, LLC
  • "I love this! Client Hub has made my life easier, and it shows my clients that we are a tech company and that we truly stay on top of our game." - Joel Felix, Logic Accounting Solutions, Inc

Helpful Tips for Client Hub

  • Take advantage of our concierge onboarding services to get started quickly
  • Use our secure file sharing feature to collaborate with clients
  • Leverage our AI-driven superpowers to automate tasks and workflows

Frequently Asked Questions about Client Hub

  • Is Client Hub easy to set up? Yes, our concierge onboarding services will help you get started quickly.
  • Can I customize Client Hub for my business? Yes, you can tailor Client Hub to fit your business needs.
  • Is Client Hub secure? Yes, we take data security seriously and have implemented robust measures to protect your data.