Client Hub

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Client Hub

Want to supercharge your accounting workflow? Our advanced client portal features give you everything you need: think streamlined work, secure document sharing, instant client chat..

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Product Information

Description

Want to supercharge your accounting workflow? Our advanced client portal features give you everything you need: think streamlined work, secure document sharing, instant client chats, and a whole lot more!

How to use

Client Hub makes it a breeze to oversee your workflow, client interactions, and more. Just set up your business, tweak it to fit your needs, and have your clients download the app. They'll get a modern client portal and mobile app, while your team enjoys full transparency. Plus, it even has built-in AI to make you even more efficient!

Useful cases

Client Hub is specifically designed for today's cloud accounting firms. It makes client interactions smoother, helps you manage your workflow effectively, and gives clients a truly personalized experience. So whether you're sorting uncategorized transactions, monitoring time, or integrating with QuickBooks or Xero, Client Hub is ready to help.

Core features

Things like easier client communication, better workflow management, smart AI tools, and secure document sharing.

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