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Client Hub

Client Hub

Comprehensive practice management platform with integrated client portal and AI tools for accounting firms.

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About Client Hub

Client Hub offers an all-in-one practice management and client portal solution tailored for modern accounting firms. It enhances workflow efficiency, secures client interactions, and incorporates AI-powered features. Designed for bookkeeping and outsourced accounting teams, it accelerates client responses by up to 80%. Features include AI Magic Search, automated email replies, task generation, seamless QuickBooks and Xero integration, workflow oversight, client task management, email handling, and a mobile app for on-the-go access.

How to Use

Set up Client Hub by connecting your QuickBooks or Xero account. Invite your team and clients to collaborate. Use the platform to manage workflows, share documents securely, and communicate effectively. Leverage AI features to automate routine tasks and boost productivity.

Features

  • Seamless QuickBooks and Xero integration
  • Advanced AI-powered tools
  • Secure email and messaging management
  • Dedicated client portal for easy access
  • Task assignment and tracking
  • Comprehensive document management system
  • Mobile app for remote access
  • Workflow automation and oversight

Use Cases

  • Enhancing client communication efficiency
  • Securely sharing files with clients
  • Automating email responses and follow-ups
  • Managing and tracking firm workflows
  • Gaining comprehensive visibility into firm operations
  • Improving data accuracy with integrated accounting software

Best For

Accounting professionalsOutsourced accounting teamsCFO service providersBookkeeping firmsTax and audit firms

Pros

  • Highly rated for saving time and simplifying workflows
  • AI features boost automation and productivity
  • All-in-one platform minimizes the need for multiple tools
  • User-friendly design enhances client interactions
  • Mobile app ensures access anytime, anywhere
  • Deep integration with QuickBooks and Xero

Cons

  • Initial setup and onboarding may require effort
  • Ongoing platform improvements are anticipated
  • Dependence on QuickBooks and Xero may limit flexibility for some firms

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

PREMIUM Annual Plan

$69 per user per month

Unlock all features with annual billing. Only firm users are billed, while unlimited clients can be invited at no extra cost.

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Most Popular

PREMIUM Monthly Plan

$79 per user per month

Access all features with monthly billing. Only firm users are charged; unlimited client invitations are included for free.

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FAQs

What is Client Hub?
Client Hub is an all-in-one practice management platform with a secure client portal, designed to streamline workflows and enhance communication for accounting firms.
What features does Client Hub offer?
It includes client portals, workflow automation, AI tools, QuickBooks and Xero integration, email and document management, and a mobile app for remote access.
Who benefits most from using Client Hub?
Bookkeeping firms, outsourced accounting providers, CFO service companies, and accounting professionals benefit most from its features.
How does Client Hub improve client communication?
It centralizes communication, offers secure messaging, and enables task sharing to ensure timely client responses.
Does Client Hub integrate with accounting software?
Yes, it offers seamless integration with QuickBooks and Xero for accurate and efficient data management.
In what ways does AI enhance Client Hub?
AI automates email drafting, generates workflows, and provides smart search capabilities within files and emails.