Client Hub

About Client Hub

Client Hub is a powerful practice management platform tailored specifically for accounting and bookkeeping firms offering small business services.

It consolidates client communication, workflow management, document sharing, and time tracking into a single, intuitive cloud-based solution.

With deep integrations with QuickBooks and Xero, it automates month-end closing, resolves transaction anomalies, and simplifies bookkeeping workflows.

Its AI capabilities assist in drafting emails, generating workflows, and responding to client inquiries, saving time and reducing manual effort.

The platform's secure messaging, customizable client portal, and insightful dashboards ensure transparency, better collaboration, and improved client satisfaction.

Designed to eliminate the chaos of disconnected tools, Client Hub centralizes all firm activities, making it easier to assign tasks, track progress, and manage client relationships efficiently.

Its features include email management, document storage, signature integration, Zapier connectivity, and a mobile app, making practice management seamless and scalable.

Client Hub transforms busy seasons into opportunities for growth by streamlining operations and elevating client service levels, empowering firms to work smarter and stay competitive in the digital age..

Smart Features

• Deep integration with QuickBooks and Xero for seamless bookkeeping workflows
• AI-powered email drafting, workflow generation, and client responses
• Secure messaging and customizable client portal for improved communication
• Automated month-end close and transaction categorization
• Intuitive dashboards providing comprehensive visibility into firm operations
• Document management with internal and client-facing access
• Task and workflow tracking with collaboration tools
• Mobile app for on-the-go practice management
• Zapier integration for connecting with other tools and automations
• Enhanced client satisfaction through streamlined communication and transparency

Use Cases & Applications

• Managing client communication and collaboration effectively
• Automating bookkeeping workflows and month-end closes
• Resolving transaction anomalies quickly
• Streamlining document sharing and storage
• Tracking team tasks and client deliverables
• Generating reports and insights for practice management
• Enhancing client satisfaction through better engagement
• Integrating with existing accounting software like QuickBooks and Xero

Who is it for?

• Small to mid-sized accounting and bookkeeping firms
• Practitioners offering client accounting or CFO services
• Firms seeking to modernize and automate practice workflows
• Teams looking for secure, centralized communication platforms
• Businesses aiming to improve client engagement and satisfaction

Business Opportunities in Client Hub

Leverage Client Hub to create a consultancy offering practice automation setup and training services for accounting firms.

By helping firms implement and optimize this all-in-one platform, you can generate recurring revenue while enabling them to streamline operations, improve client relationships, and scale their business efficiently.

Offering onboarding, customization, and ongoing support positions you as a valuable partner in their digital transformation journey..