Client Portal and Workflow: Built for cloud accounting firms
For your clients: A complete modern client portal and mobile app. For your team: Easily manage workflow, client communication, track time, and more. For you: Full visibility to everything in the firm. All in Client Hub.
Cloud Accounting Firms Love, Love, Love Client Hub
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
Just the Right Set of Features
Built specifically for cloud accounting and bookkeeping practices. Also check out the product tour page.
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.
Easily track and get insights on where time is spent in your firm.
Automated QuickBooks Reclassification
Automatically send clients tasks to resolve uncategorized expenses -- and deposits.
Automated Xero Reconciliation
Quickly resolve uncategorized transactions with your Xero clients too.
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).
Integrate Client Hub with 1000s of apps.
Resolve all Uncategorized QuickBooks Transactions for free!
Our award-winning QuickBooks integration is now free for firms and their clients.
Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.
Then, it’s Easy as 1, 2, 3 …
Client Hub Auto-magically syncs uncategorized transactions to your client.
Your client provides more info – on the web or on the go in our mobile app.
You review and update QuickBooks - right from Client Hub.
Client Hub replaces a bunch of apps, from workflow management to client portal to transaction recategorization. Our all-in-one solution reduces the cost (not to mention complexity) of bundling together a comparable “tech stack”.
Client Hub in 90 Seconds
Watch Blake Oliver from Earmark and Cloud Accounting Podcast give an overview of Client Hub.