Client Hub

Client Hub is an AI-powered platform specifically designed to empower bookkeeping and outsourced accounting firms by simplifying workflows and enhancing client communication. The platform provides a modern, branded client portal that centralizes communication, document management, and task handling for accounting professionals. With seamless integration with popular accounting software like QuickBooks and Xero, Client Hub ensures a smooth workflow and improves the overall client experience. Its robust features include advanced email management tools and mobile access, allowing firms to manage tasks effectively while keeping clients engaged and informed.

The platform offers two primary workspaces: an Internal Workspace for team collaboration and a Client Workspace tailored for client interactions. This design enables firms to manage service delivery efficiently without the complications of traditional systems. Notably, Client Hub has received positive reviews from users who have experienced significant improvements in their workflows and client relations, highlighting ease of use and time-saving functionalities.

Pricing for Client Hub is structured simply with two tiers: Standard at $49 per user per month and Premium at $69 per user per month (billed annually), offering various features that facilitate workflow management and client interaction. The platform also facilitates a free demo for firms with over ten staff members, exemplifying its commitment to enhancing efficiency and productivity in accounting practices.