Client Hub
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About
Client Hub is designed to enhance bookkeeping and outsourced accounting firms by providing a modern client portal and workflow management solution. It streamlines client communication, improves collaboration with AI superpowers, and integrates seamlessly with QuickBooks and Xero. The platform assists firms in managing tasks, workflows, and client data efficiently, while also ensuring a superior client experience. Using its powerful capabilities, firms can save time, simplify their processes, and enhance client relationships. With an aim to reduce email clutter and enhance productivity, Client Hub is an all-in-one solution that combines workflow management with advanced AI features, aiming to create happy clients and happy firms.
Platform
Features
• task automation
• mobile application
• workflow management
• document management
• ai-driven client communication tools
• email integration and management
• client portal for accountants
Pricing Plans
Standard
USD49.00 / per month• Manage Workflow (Jobs)
• Assign clients their tasks
• QuickBooks and Xero integration
• Templates
• Dashboards
• Time Tracking
• Client notes
• Some of our AI features
Premium
USD69.00 / per month• All features in Standard
• Email sync and management
• Triage Email into action items
• Magic Email Replies
• Magic Email thread summaries
• Zapier Integration
• Branded Login
• All of our AI features
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