Client-Hub

What is Client Hub?

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

How to use Client Hub?

Easily manage workflow, client communication, and more with Client Hub. Simply set up your business, tailor it to your needs, and have your clients download the app. Client Hub provides a modern client portal and mobile app for your clients and full visibility for your team. It also comes with AI superpowers built-in for enhanced productivity.

Client Hub's Core Features

Workflow Management ， Secure File Sharing ， Client Messaging ， AI Superpowers ，

Client Hub's Use Cases

Client Hub is designed specifically for modern cloud accounting firms. It helps streamline client communications, manage workflow efficiently, and provides a branded client experience. Whether you need to resolve uncategorized transactions, track time, or integrate with QuickBooks or Xero, Client Hub has got you covered.