Client Hub: Workflow, Secure File Sharing, Messaging & More

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

Visit Website
Client Hub: Workflow, Secure File Sharing, Messaging & More
Directory : AI Product Description Generator, AI Accounting Assistant, AI Task Management, AI Workflow Management, AI Project Management

Client Hub Website screenshot

What is Client Hub?

Client Hub is a comprehensive solution for accountants, offering advanced tools for Workflow Management, Secure File Sharing, Client Messaging, and more.

How to use Client Hub?

Client Hub's Core Features

Workflow Management

Secure File Sharing

Client Messaging

AI Superpowers

Client Hub's Use Cases

Designed for modern cloud accounting firms, Client Hub streamlines client communication, efficiently manages workflows, and provides a branded experience. It helps with tasks like resolving uncategorized transactions, tracking time, and integrating with QuickBooks or Xero.

FAQ from Client Hub

What is Client Hub?

Client Hub is an all-in-one platform for accountants, providing Workflow Management, Secure File Sharing, Client Messaging, and more.

How to use Client Hub?

Manage workflows and client communication effortlessly with Client Hub. Set up your business, customize it, and invite clients to download the app. It offers a modern client portal, mobile app, and comprehensive team visibility, enhanced by AI features for increased productivity.

What are the benefits of using Client Hub?

Client Hub enhances efficiency in workflow and client communication while offering a modern portal experience. Its AI capabilities automate tasks, boosting productivity. Seamless integration with QuickBooks and Xero is also provided.

How does Client Hub improve client communication?

With email integration, secure messaging, and mobile apps, Client Hub ensures timely client responses. It also provides powerful client tasks and integrates with QBO/Xero for resolving uncategorized transactions.

Can Client Hub help me save time and money?

Yes, Client Hub consolidates multiple tools into one platform, offering workflow management, a client portal, file sharing, and client communication, all of which save time and enhance efficiency.