Client Hub's AI-powered platform eliminates the stress, long hours, and endless document chasing that plague accounting and bookkeeping firms every busy season.
At Client Hub, we're redefining practice management for accounting and bookkeeping firms. Our comprehensive solution doesn't just help you survive busy season—it helps you run a calmer firm year-round.
Limited-Time Offer
$50 OFF
your first three months
Complimentary Learning Series
A tailored experience to help your firm reach the calm productivity of Wow Season.
Ask questions in plain English and receive immediate insights drawn from your client's files, tasks, notes, and communications—no more hunting through scattered documents.
AI-Powered Month-End Close Review
Our intelligent Books Review tool for QuickBooks Online automatically analyzes accounts, highlights areas needing attention, and explains why—turning hours of reconciliation into minutes.
Smart Email Response Generation
Reclaim your inbox with AI that drafts professional client responses for your review, cutting email management time by up to 70% during peak periods.
Automated Client Follow-Up
Never sit waiting for client information again. Our system persistently and professionally follows up, keeping your preparation workflow moving forward.
Seamless Communication Tracking
Instantly convert emails and messages into actionable tasks with smart prioritization, ensuring critical deadlines are never missed.
Unified Client Workspaces
Incoming emails automatically populate client workspaces, giving your entire team instant access to complete client correspondence histories when they need it most.
Real-Time Team Collaboration
Break down information silos with collaborative workspaces and comprehensive dashboards that keep everyone aligned during the busiest periods.
★ ★ ★ ★ ★
Chaos, Be Gone!
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!
— FrankShaun, United States
★★★★★ (50+ reviews) on QuickBooks App Store
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