Client Communication + Workflow = Your amazingly productive firm
Traditional workflow systems are built for internal teams only. So, work often gets stuck waiting for client responses. Our modern workflow platform has client experience built-in, so it automates getting client answers. Your team feels empowered and never wastes time chasing clients for missing info. And your clients love their experience with your firm.
No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game.
All-in-One Platform
No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more.
Automation Everywhere
Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically create Client Tasks from QuickBooks uncategorized transactions.
Don’t Just Take Our Word for It
OUR UNFILTERED REVIEWS
THOUGHT-LEADERS TOO
EVEN THE AICPA…
Just the Right Set of Features
We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs.
Simple Workflow
Recurring jobs, task checklists, Simple yet powerful work dashboard.
Secure File Sharing
Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.
Modern Client Portal
A client-facing workspace that includes messages, client tasks, files, and self-service apps and resources.
Automated QuickBooks Reclassification
Connect your client’s QuickBooks company and automatically send them a Client Task whenever an expense is posted to an unclassified account.
Frictionless Client Communication
Eliminate email siloes and manage client communication in the same system where you manage your work.
Awesome Mobile App for Android & iOS
Have your clients who are out and about use our mobile app to connect with you (and your team can use it too).
Client Hub replaces a bunch of apps. See how our all-in-one solution compares to the cost (not to mention complexity) of bundling together a comparable “tech stack”.
Client Hub
$49 - $59/month per user
Simple client messaging
Assign and track client tasks
QuickBooks categorization tasks
Secure client file-sharing
Manage Internal files
Client apps & resources
Mobile app access
Your firm branding
And much, much more…
VS
Karbon (or JetPack/FinancialCents etc.): workflow
$49 - $59/month per user
Liscio: client communication and tasks
$50/month per user
Dropbox for Teams (or Sharefile etc.): files
$15/month per user
Uncat: QuickBooks uncategorized automation
$5/month per client
Frequently Asked Questions
Why do modern cloud accountants choose Client Hub?
How can you help my firm adopt Client Hub?
How can you help my clients adopt Client Hub?
Will my clients adopt a new app to communicate with me?
Who else is using Client Hub?
What else can give me confidence to evaluate Client Hub?
How is my data secured?
How can I test and evaluate Client Hub?
I work with Xero (or other accounting platforms). Can I still use Client Hub?
We implemented Client Hub about 6 months ago and it was one of the best decisions we’ve made.
Kelly Gonsalves
Totally Booked
New York, NY
We recently acquired a new client because we use Client Hub! An existing client was so happy with Client Hub that she decided to show it off to a friend who also owns her own business.
Angela Roberts
Main Accounting Services
Kennesaw, GA
We absolutely love being able to reach our construction clients on their phones while they are out and about.
