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Client Hub

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Legal & Finance

Introduction

Accountant workflow, client portal, and more in one solution.

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Client Hub Product Information

Client Hub is an AI-powered practice management platform designed specifically for bookkeeping and outsourced accounting firms. It centralizes client communication, workflow management, data quality checks, and AI-driven automation to deliver faster client responses, improve collaboration, and streamline month-end processes. The product emphasizes an integrated, cloud-based solution that reduces reliance on multiple disconnected tools and provides a single place for client interactions, tasks, documents, and data reviews.

How Client Hub Helps Your Firm

  • Delivers client answers up to 80% faster by centralizing information and automating repetitive tasks.
  • Provides a client-centric experience where client requests are never ignored and communications stay organized.
  • Reduces chaos by unifying workflow management, client communication, document management, and data reviews in one place.

Key Benefits

  • Deliver an amazing client experience with streamlined collaboration between your team and clients.
  • Increase throughput of client work without proportional staff growth.
  • Achieve better visibility into all firm activities via comprehensive dashboards.

AI-Powered Capabilities

  • AI-driven Magic Search that can search within files and emails.
  • Auto-draft email replies to accelerate client communications.
  • Auto-generate task details for jobs based on content.
  • AI-generated workflows and templates to standardize processes.
  • AI-assisted data reviews to identify and fix QuickBooks data anomalies.

Core Features

  • AI-powered search across documents, emails, and content
  • Auto-draft and auto-suggest email responses
  • Auto-generated task details and AI-driven workflows
  • Deep QuickBooks Online and Xero integrations for data quality checks
  • Powerful client tasks and workflow checklists with time tracking
  • Integrated document management for client-facing and internal documents
  • Email management enhancements to save time and improve tone
  • Client communication dashboards with a birds-eye view of your firm
  • E-signatures, Zapier integrations, and an active AI roadmap
  • Mobile app for on-the-go access
  • Centralized client data reviews and uncategorized transaction resolution
  • Secure client collaboration space with role-based access

How It Works

  • Connect Client Hub to your clients’ QuickBooks Online or Xero accounts for data synchronization and uncategorized transaction resolution.
  • Use AI features to draft emails, generate workflows, and perform comprehensive data reviews.
  • Manage all client work in one place: tasks, documents, emails, and client communications.
  • Leverage dashboards and reports to maintain visibility across engagements and overall firm health.

Safety and Compliance Considerations

  • Designed for professional services and client data handling; ensure appropriate access controls and data governance within your firm.
  • Data security and privacy are integral; verify integration settings and permissions per engagement.

Who Is It For

  • Bookkeeping and outsourced accounting firms seeking a unified practice management solution.
  • Firms aiming to improve client experience, reduce manual data cleanup, and accelerate month-end closes.

Compare and Integrations

  • Built for cloud accounting workflows with deep QuickBooks and Xero integrations.
  • Competes as an all-in-one alternative to separate practice management, email, and document tools.

What Clients Say (Trust Indicators)

  • Notable quotes emphasize centralized communication, improved collaboration, and time savings for both teams and clients.
  • Demonstrations and testimonials highlight rapid onboarding and measurable improvements in workflow efficiency.

Pricing and Availability

  • Offers a free trial and product demos to explore capabilities before purchasing.

How to Get Started

  1. Schedule a demo or start a free trial.
  2. Connect QuickBooks Online (and/or other supported apps) to sync data.
  3. Set up client teams, workflows, and templates.
  4. Begin managing client work from one integrated hub.

Core Features

  • AI-powered search across files, emails, and content
  • Auto-draft email replies and AI-generated workflows
  • Deep QuickBooks/Xero integrations for data quality checks
  • Client tasks with checklists, time tracking, and team collaboration
  • Integrated document management and secure client portals
  • Email management improvements to save time and improve response quality
  • Bird’s-eye dashboards for firm-wide visibility
  • E-signatures, Zapier integration, and an active AI roadmap
  • Mobile app for accessibility on the go
  • Centralized client data reviews and uncategorized transaction resolution

Quick Overview

  • Product: Client Hub
  • Focus: AI-powered practice management for accounting firms
  • Best for: Centralizing client communications, workflows, and data quality checks
  • Access: Cloud-based with mobile app and integrations

Disclaimer

This tool is presented to help accounting and bookkeeping professionals streamline operations and client collaboration. Always ensure data handling complies with applicable regulations and client consent terms.