Q.What is Client Hub?
A.Client Hub is an all-in-one practice management solution and client portal software designed for modern accounting firms to streamline workflows, secure client communication, and offer AI-powered tools.
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Client Hub
★3.1
💬2649
💲Paid
Client Hub simplifies accounting firm operations by combining client portals, workflow management, and AI-powered automation in one platform. It integrates deeply with QuickBooks and Xero, improves client response times, and enhances productivity through intelligent tools.
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Platform
web
AIAccounting softwareClient communicationClient portalDocument managementPractice managementQuickBooks
What is Client Hub?
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 to enhance efficiency. Built for bookkeeping and outsourced accounting firms, it helps users get client answers 80% faster through features like AI Magic Search, auto-draft email replies, and workflow automation.
Core Technologies
- Artificial Intelligence
- QuickBooks Integration
- Xero Integration
- Workflow Automation
- Cloud-Based Platform
Key Capabilities
- Centralized client communication
- Automated task generation
- Secure document sharing
- Email management
- Mobile access
Use Cases
- Streamlining client communication
- Managing tasks and workflows
- Automating email responses
- Securely sharing files with clients
- Monitoring firm operations
- Integrating with accounting platforms
Core Benefits
- Reduces need for multiple tools
- Saves time with automation
- Improves client experience
- Enables mobile access
- Enhances data quality
- Secures file sharing
Key Features
- Client Portal
- Workflow Management
- AI-Powered Tools
- QuickBooks and Xero Integration
- Email Management
- Document Management
- Client Tasks
- Mobile App
How to Use
- 1Connect your QuickBooks or Xero account
- 2Invite team members and clients
- 3Manage workflows and share documents
- 4Use AI features for automation
- 5Communicate securely within the platform
Pricing Plans
PREMIUM (Annual Billing)
$69 per user per month
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
PREMIUM (Monthly Billing)
$79 per user per month
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
Frequently Asked Questions
Q.Who is Client Hub best suited for?
A.Client Hub is best suited for bookkeeping firms, outsourced accounting firms, CFO services firms, and accounting ProAdvisors.
Q.How does Client Hub improve client communication?
A.Client Hub centralizes communication, provides a secure messaging platform, and offers client tasks to ensure clients respond in a timely manner.
Q.Does Client Hub integrate with accounting software?
A.Yes, Client Hub offers deep integration with QuickBooks and Xero.
Q.How does Client Hub use AI?
A.Client Hub uses AI to draft emails, generate workflows, and provide intelligent search capabilities within files and emails.
Pros & Cons (Reserved)
✓ Pros
- All-in-one solution reduces the need for multiple tools
- AI-powered features enhance efficiency and automation
- Client-centric design improves client experience and response times
- Deep integration with QuickBooks and Xero
- Mobile app allows for on-the-go access
- Positive user reviews highlighting time-saving benefits and ease of use
✗ Cons
- May require initial setup and onboarding
- Reliance on QuickBooks and Xero integration may be a limitation for some firms
- Some users mention the need for ongoing improvements and advancements
Alternatives
No alternatives found.