Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client. Moving client and team communication primarily out of email and into Client Hub has saved my lots of time and given me back my sanity. I can't wait to grow with Client Hub!
Danielle Kleinrichert Neatbooks, LLC
I was previously creating customized reports for Uncategorized Expenses in QBO and sending it to my client. How it was being returned was messy. With Client Hub, they can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!
Vanette Cotto Prosper Financials, LLC
Clienthub is SO easy to set up and tailor is to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.
Joel Felix Logic Accounting Solutions, Inc
Here's 5 reasons why Client Hub is the best solution for your growing firm
You gather all client information so quickly
Your team feels organized and effective
You quickly and securely share files with clients
You easily stay on top of what's going on
You save time and money with a single delightful solution
Just the Right Set of Features
Built specifically for cloud accounting and bookkeeping practices
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
Automatically send clients tasks to resolve uncategorized expenses -- and deposits
Frictionless Client Communication
Eliminate cluttered and insecure email boxes and bring all communication into one place
Awesome Mobile App for Android & iOS
Your clients will love the mobile app to connect with you (and your team can use it too).
Like everything else about us, our pricing is drop-dead simple. No set up fees. No minimum terms. No gimmicks.