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Click below to explore our seamless experience for your team and your clients.
Internal Workspace: for your team to organize client service delivery
Manage deliverables and deadlines
Create simple-to-follow checklists
Give your team details that can include images/video
Perfect for ongoing client service
Internal notes for your team
Client Workspace: where you and your clients collaborate
Consolidate client communication. Everyone on your team always in the loop
Gather outstanding items from clients and get workflow unblocked
Give clients their accounting app stack in one place
Give clients access to procedures, training, and more in one click
Instantly create Client Tasks to resolve uncategorized expenses
File Manager: a fully integrated way to organize and share files
Convenient one-click access to recently added files
Organize folders and store files that are shared with clients
Internal folders and files, organized under each client
Automatically downloads files for local Windows or Mac access
Dashboards: at-a-glance visibility across your firm
Drive all the work in your practice (and easily manage who is doing what for which client)
Visualize all the things that you are waiting on from your clients (try doing that in your email program!)
Client Workspace: where clients collaborate with your team
Clients love being able to communicate in a quick text-like way
The simplest way for clients to answer their client tasks
Clients love one-click access to their apps, bank accounts etc
Clients click to schedule meetings, attend meetings, access forms and more
Clients on QuickBooks Online instantly resolve unclassified expenses
File Manager: where clients access their files
Clients access recently added files in one-click
Clients access their folders and files shared by your team
Mobile App: modernize your client experience
Clients reach your firm while they are on the go
And they can answer tasks while on the go
Notifications and More: minimize change in client behavior
Client Hub experience starts here — where they already are
…or it can start here for clients who are out-and-about
And from notifications, they go immediately into their Client Workspace (without logging in again)
1. Sign up for Client Hub and invite your accounting or bookkeeping practice staff.
2. Add each client company. Invite client users and assign staff to serve this client.
3. For each client, you get a hub with: (a) An Internal Workspace, (b) A Client Workspace and (c) A File Manager.
