Client Hub

What is Client Hub?

Client Hub is an all-in-one practice management and client portal software designed specifically for modern accounting firms. It streamlines workflows, enhances client communication, and leverages AI-powered tools to boost efficiency. Unlike many competitors, Client Hub charges per firm user, not per client, allowing you to add unlimited clients without increasing subscription costs. This makes it a cost-effective solution for firms of all sizes.

Key features include deep integration with QuickBooks Online, enabling automatic sync of uncategorized expenses, month-end close tools, and AI-generated client-facing reports that provide actionable insights beyond just numbers. The Autopilot feature automates document requests and reminders, increasing information gathering efficiency by up to 40%. Clients enjoy a single login for multiple companies, with accounts remaining active as long as they engage within 30 days.

Use cases range from streamlining month-end close processes to automating client follow-ups. Firms routinely reclaim several hours per week by automating tasks like syncing open transactions to the client portal and collecting responses automatically. Technical details include robust security, seamless integration with QBO and Xero, and a user-friendly interface that minimizes training time.

Client Hub empowers your firm to focus on high-value advisory work while reducing administrative overhead. Start your free trial today and experience the transformation.

Use Cases

Key Features

Who is it for?

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