Sign up and activate a new annual subscription before 12/31/24 and receive free Silver Level Onboarding ($199 value) and a Client Hub Holiday Survival Kit
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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.
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