Testimonials, reviews, and case studies

Love Client Hub

"I love Client Hub as it helps with the getting the transactions in questions answered easily by the clients, and we're also able to use it for our company's workflow management. [...]"

Easiest Client Communication Tool

"Client Hub has has transformed our client communication. [...]"

"Life Changing!"

"It has made secure communications with my clients much easier..."

Wow - you guys have done an amazing job --I'm actually blown away. Woo woo!!

A homerun with my clients!

"They find it super efficient and intuitive. They like how it keeps things organized and avoids tons of emails flying back and forth."

This is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my team

Can't Live Without It!

"I appreciate this app every day, as it continues to add new features and makes everything run so much smoother."

"Easy to Use with Lots of Options"

"It is so intuitive, flexible, and easy to use... It has lots of options for how you can receive information."

THE BEST

"Love it!!! Period."

Uncategorized Expenses no long daunting task

"With Client Hub, then 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!"

"The value of Client Hub for our company"

"...as I said it's a game changer... It's awesome. All with bank level security."

THE best acct practice software on the market

"I've been struggling for years to find the right combination of software that would allow me and my team to manage all of our bookkeeping clients [...]"

Uncategorized Expenses no long daunting task

"With Client Hub, then 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!"

User friendly and so easy to stay organized!

"Our team loves ClientHub. We use it internally for task lists as well as externally as a secure way to communicate and keep organized [...]"

"Easy to use and implement"

"I like that it is easy to use... even setup templates to onboard customers."

"Automation and QBO integration have significantly cut labor hours out of my day and freed me up to focus on other tasks."

"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."

"...I love the workflow to keep both myself and my clients organized."

"Client Communication on steroids"

"The best features are the SECURE Apps links with password management baked in... The resources section..."

GAME CHANGER!!

"Clienthub is SO easy to set up and tailor it to your business. [...] 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."

"Ease of use and secure implementation make Client Hub essential for our workflow."

"Secure and Efficient way to communicate"

"Love this software. Invaluable in my business... it feels like texting so it's incredibly easy to keep them out of my inbox."

Our clients love the mobile app of Client Hub. Using modern ways to collaborate creates a better experience for our clients and sets us apart from other firms

"ClientHub Helps Me Communicate With My Clients"

"I have felt more connected to my clients since starting to use ClientHub..."

Client Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!

"The clients understand what they need to do and how they need to work with me. Communication has never been clearer."

Client Hub was so easy to set up, it took less than 10 minutes. The first client I showed it to loved it. It’s exactly what she has been asking for.

EXACTLY what my firm needed

"I am blown away by this app! Everything at my fingertips and everything at my clients' fingertips as well!"

"My day starts with Client Hub and I'd be lost without it. What do I love about Client Hub? Everything. It's been the perfect fit for my bookkeeping/advisory business. I love the ease of the initial setup, the daily use and the onboarding of clients. It is super practical and has everything I need to conduct my daily work: tasks (for me and my client), deadlines, email integration, recurring tasks, secure file share and a chat channel - keeping my communication with clients primarily out of email. Customer Support is timely and valuable. The updates to the software are thoughtful and don't complicate things."

Client Hub is my favorite feature as a ThinkBeyondtheDesktop customer. It is like having all of your groceries in one bag! The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations. We can all upload and share documents but my favorite is the ability to have quick access to all of my apps and store my passwords in one convenient and secure place!

"High Praise for Client Hub!"

"My experience has been FANTASTIC!... this was my choice - hands down!"

Excellent Product

"I highly recommend Client Hub to anyone who wants to streamline communication with clients, get organized, and save time."

Excellent app

"Creates a great space for clients to address transactions with. [...]"

Easy to implement and simple to use!

"I wanted a task mgmt tool for clients that wouldn't take me hours of frustration to learn how to use and implement. [...]"

Game changer!

"My clients love the collaboration it provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."

"I wanted a task management tool for clients that wouldn't take hours to learn or implement. Client Hub nailed it."

SO THANKFUL

"I highly recommend it and would be willing to help anyone out if they had any questions!!"

"Thank you for creating such a wonderful tool. As I delve further into the app, I'm continually impressed by its capabilities. The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients in realizing their creative visions. Kudos for developing a solution that seamlessly fits our needs!"

Client Hub great workflow tool

"I love it, my clients love it! It is easy to manage workflow and collaborate with clients. [...]"

"Central access to all my client needs."

"It has drastically reduced client email... Ease of use and implementation. Security of the software."

"Client hub is a lifesaver for resolving unknown transaction details"

"Overall client hub has been a time saver... I get transaction details much faster."

"I know where I stand and my staff with the monthly and even daily tasks per clients."

"Client Hub is best!"

"Client Hub has made sharing of documents and communication with my clients much easier!... Client hub is easy to use..."

"The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations."

"The platform is so intuitive, flexible, and easy to use. It has lots of options for how you can receive information."

"Great Features"

"The tasks panel is very helpful when something is needed... clients can easily select which account the expense transactions belong to."

Efficient and Flexible

"It allows me to go to a client where all the data concerning that client –files, links, passwords, etc. – are right there in that work space."

Best App

"This app has streamlined Client communications and workflow management. It really has everything in one place for what you'll need to run a practice."

GAME CHANGER!!

"Clienthub is SO easy to set up and tailor it to your business. [...] 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."

Must have app for every ProAdvisor

"Best all-in-one app ever! A turnkey solution, you can have up and running in just minutes. [...]"

Game changing app!

"The automation of sending recurring monthly tasks to clients to collect information and QBO integration has significantly cut labor hours out of my day and freed me up to focus on other tasks."

A good communication tool

"Client hub is a good communication tool for your QBO clients."

Client Hub

"Client Hub is a real time saver when researching client req

Great experience!

"ClientHub has been a great workflow tool for our team and is always willing to work with us and use our feedback to make improvements!"

"Simple and secure client communication"

"...The chat thread is what I use the most... The thread is searchable..."

Doing the job

"The product is helpful in keeping the lines of communication clear (and documented) between myself and my accountant. [...]"

THE BEST

"Love it!!! Period."

"I use Client Hub everyday"

"...it has made my job so much easier... It's very user friendly."

Prayers Answered

"This app has streamlined and organized my client communication."

"Clients love the collaboration Client Hub provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."

Everything in one place.

"I have been using Client Hub to organize my tasks and workflow since 1/2020. I explored other apps for this including QBO Work but [...]"

“Client Hub is excellent! I now stay organized and on top of tasks for myself, my team, and my clients.”

Excellent Client Collaboration

"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."

"The people behind the software are very responsive to requests and concerns. They want you and Client Hub to have an outstanding working relationship."

"I now stay organized and on top of tasks for myself, my team, and my clients... no more stressing about workflows, jobs, or deadlines."

Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!

Client Hub

"Client Hub is a real time saver when researching client requests."

"Life Made Easier"

"I know where I stand and my staff with the monthly and even daily tasks per clients."

"The Client Hub support team has been very helpful when I’ve needed them."

Now, I can grow my business!

"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."

"The Client Hub team provides amazing support and is always looking to improve the platform based on users' feedback."

"BEST Productivity app for accountants and bookkeepers! The client task feature makes it easy to track items we are waiting on for clients and makes it easy for them to reply. There are so many cool automations to help eliminate things from falling throught the cracks and their AI tools and QuickBooks Online integration top it all of to round out as a complete practice management solution."

Most-in-one Practice Management Solution

"This app is excellent! I now stay organized and on top of tasks for myself, my team, and my clients."

"Almost perfect all around"

"Although there are a few little tweaks... Interfaces with QBO to categorize transactions."

"Effortless Client Communication Dashboard"

"The clients understand what they need to do, how they need to work with me..."

A quick note to tell you how much we LOVE Client Hub. It's such a needed tool!!! Thank you!!!!!

"I save a huge amount of time by categorizing expenses as 'Uncategorized Expense,’ which automatically creates a task for the client."

"Wondering what it’s like to implement and adopt Client Hub's accounting practice management solutions? Explore case studies, testimonials, and reviews to find out from actual users."

Great Team and Product

"Love the Collaboration Features and Easy Onboarding."