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.