We started with a vision of: Happy Clients. Happy Firm. Starting from an amazing client experience, we built a revolutionary new way to run a firm.
And now, we are harnessing the power of GPT for accountants like you. With AI everywhere in Client Hub, we set transformative goals, like 90%+ time savings in many of the aspects of the work in your firm.
We’re serious, and we’re making it happen.
Use AI to generate job tasks and task details, generate intelligent email replies, automatically ask clients for missing information, and much more.
Don’t just search by keyword. Just ask a question and intelligently look across emails, meeting transcripts, internal notes, and even in files to bring you the answer.
AI summarizes meeting notes and action items, it tells you what’s in a file without opening it, it gives you a sentiment of each client based on their interactions, and more.