Client Hub
All-in-one practice management & client portal for accounting firms with AI tools.
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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.
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.
You should choose this if you're looking for a centralized platform to manage all your client interactions smoothly. It helps keep everything organized so you never miss a beat with your customers.
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
