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.
All-in-one practice management & client portal for accounting firms with AI tools.
- 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
- 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.
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