Client Hub offers a comprehensive solution for accountants to streamline their workflow, securely share files, and communicate effectively with clients.
Client Hub offers a comprehensive solution for accountants to streamline their workflow, securely share files, and communicate effectively with clients.
Client Hub provides an all-in-one platform designed specifically for accountants and bookkeeping professionals. It includes features like workflow management, secure file sharing, client messaging, and integration with QuickBooks. The platform enhances productivity by automating uncategorized transaction synchronization and provides a seamless web and mobile experience. Whether on the web or on-the-go, Client Hub ensures you maintain efficient client interactions and data management.
Who will use Client Hub?
Accountants
Bookkeeping professionals
QuickBooks ProAdvisors
Small to medium-sized accounting firms
How to use the Client Hub?
Step1: Sign up on the Client Hub website.
Step2: Customize your workspace according to your firm's needs.
Step3: Invite your clients to join the platform.
Step4: Start using workflow management to assign tasks.
Step5: Utilize secure file sharing to send and receive documents.
Step6: Use the messaging feature to communicate with clients.
Step7: Sync transactions with QuickBooks for automatic updates.
Platform
web
ios
android
Client Hub's Core Features & Benefits
The Core Features of Client Hub
Workflow Management
Secure File Sharing
Client Messaging
QuickBooks Integration
Mobile Access
The Benefits of Client Hub
Increased productivity
Improved client communication
Enhanced data security
Streamlined workflow
Seamless integration with QuickBooks
Client Hub's Main Use Cases & Applications
Managing client communications
Organizing workflow for accounting tasks
Secure document sharing
Automating transaction categorization
FAQs of Client Hub
What is Client Hub?
Client Hub is an all-in-one platform for accountants and bookkeepers to manage workflow, securely share files, and communicate with clients.
Who can use Client Hub?
Client Hub is designed for accountants, bookkeeping professionals, QuickBooks ProAdvisors, and small to medium-sized accounting firms.
What platforms is Client Hub available on?
Client Hub is available on web, Android, and iOS platforms.