Client Hub

What is Client Hub?

Client Hub is a modern practice management solution tailored for accounting and bookkeeping firms. It centralizes client communication, task management, and document sharing within a secure, branded client portal. The platform features customizable workflows, AI-assisted tools for email drafting and financial reviews, and seamless QuickBooks integration for resolving uncategorized transactions. With both web and mobile access, Client Hub enhances collaboration, automates routine processes, and delivers a frictionless client experience.

Key Features

• Centralized Client Portal

  Provides a dedicated workspace for clients and staff to communicate, share files, and manage tasks in one secure location.

• AI-Assisted Workflow Automation

  Automates routine processes such as email drafting, workflow generation, and financial reviews to save time and reduce manual effort.

• QuickBooks Integration

  Directly connects with QuickBooks Online to identify and resolve uncategorized transactions, streamlining month-end close procedures.

• Customizable Task Management

  Enables firms to create, assign, and track client and internal tasks with checklists and templates for recurring activities.

• Secure Document Sharing

  Facilitates easy and secure file exchange between clients and staff, with organized folders and one-click access to recent uploads.

• Mobile and Desktop Access

  Supports on-the-go client interactions and task completion through dedicated mobile apps and a desktop application.

Use Cases

• Accounting Workflow Management : Firms can organize, track, and automate accounting tasks, improving efficiency and reducing administrative overhead.
• Client Communication : Provides a secure, centralized channel for messaging, ensuring all client interactions are organized and easy to reference.
• Document Collaboration : Enables seamless sharing and management of financial documents, eliminating email clutter and reducing data silos.
• Month-End Close Optimization : Automates review and follow-up on uncategorized transactions, speeding up the financial close process.
• Professional Onboarding : Streamlines the onboarding process for new clients with easy setup, branded experiences, and intuitive task assignment.

FAQs