“I was at around 15 clients. I don’t know if I could have grown as fast without Client Hub.”
Read Arielle’s storySuccess stories
Reviews and success stories from real firms.
Explore case studies, testimonials and reviews from firms building scalable, secure and efficient practices with Client Hub.
Scaling a practice
Deadline-focused clients
“Our job template generates client tasks every month without me having to launch it.”
Read Ricardo’s story
Protecting non-profits from fraud
“Clients know they’re talking to me, and I don’t worry about losing emails anymore.”
Read Wendelyn’s story
Firm and document management
“Encrypted file storage is my favorite feature, with everybody’s folders in a single window.”
Read Lorenda’s story
Integrating critical platforms
“It’s very easy to invite people to Client Hub, so it became part of our tech stack from day one.”
Read Brandon’s storyEasy to use and fast to onboard.
Reviews praise a straightforward, intuitive design that simplifies client work at any firm.
It has drastically reduced client email. Ease of use and implementation. Security of the software.
The platform is so intuitive, flexible and easy to use. It has lots of options for how you can receive information.
Client Hub is going to provide a much better communication experience between accounting firms and their clients.
Client Hub has a firm-to-user experience that is simple and easy to get up and running, but powerful.
What impresses me about Client Hub is its simplicity, practical design, and that it is a client facing solution.
Client Hub has made the sharing of documents and communication with my clients much easier!
Faster answers and cleaner books.
It takes teams minutes, not hours, to resolve uncategorized transactions with 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 my client.
I save a huge amount of time by categorizing expenses as Uncategorized Expense, which automatically creates a task for the client.
Automation and QBO integration have significantly cut labor hours out of my day.
I now stay organized and on top of tasks for myself, my team and my clients.
Client Hub helps get transactions answered quickly and streamlines our workflow management.
Client Hub is a lifesaver for resolving unknown transaction details. I get transaction details much faster.
Enhanced client communication and collaboration.
What happens when practices give clients total clarity on tasks, deadlines and communication.
I cannot say enough about how this app has helped us work more efficiently because of its powerful communication tools.
I have felt more connected to my clients since using Client Hub.
The clients understand what they need to do and how to work with me. Communication has never been clearer.
The chat feature is easy to use and keeps all users on top of outstanding tasks and conversations.
My bookkeeper and I have full transparency of outstanding tasks and deadlines.
It feels like texting. Keeps clients out of my inbox and makes communication easy.
Personalized support and expert guidance.
We’re more than a vendor. We’re your technology partner, at your side through adoption and always open to feedback.
Client Hub is always willing to work with us and use our feedback to make improvements!
The Client Hub team provides amazing support and is always looking to improve the platform.
The people behind the software are very responsive to requests and concerns.
The Client Hub support team has been very helpful when I’ve needed them.
There are continual improvements and the team is always friendly, helpful and open to suggestions.
Amazing customer service and folks that actually listen to suggestions and implement upgrades constantly.
Complete firm-wide task visibility.
Never lose track of a task again when your team and clients share a clean, organized workspace.
This app has streamlined client communications and workflow management. Everything in one place!
I wanted a task management tool for clients that wouldn’t take hours to learn or implement. Client Hub nailed it.
The tasks panel is very helpful. Clients can easily select which account expense transactions belong to.
I know where I stand with my staff on monthly and even daily tasks per client.
Glad I am using it and made the change.
I love the workflows to keep both myself and my clients organized.
Built for every kind of firm.
Client Hub’s workflow, practice management and client communication tools are the right choice for many different kinds of firms.
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