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For your clients: A complete modern client portal and mobile app.
For your team: Easily manage workflow, client communication, and more. Now with AI Superpowers built-in!
For you: Full visibility to everything in the firm.
All in 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
Client tasks that your clients easily answer, even on a mobile app (and auto-reminders!)
Modern look-and-feel, Workflows with simple checklists, and more
Have AI draft email replies, create task checklists and more
Easy-to-use Dashboards
Everything in one place: Workflow, Client Portal, File sharing, Client Communication and so much more ...
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