Product Information
What is clienthub?
Better accounting workflows and client portal solutions—workflow management, secure file sharing, client messaging, and more.
How to use clienthub?
Easily manage workflows, client communication, and more with Client Hub. Simply set up your business, customize it to your needs, and let your clients download the app. Client Hub offers your clients a modern client portal and mobile app, giving your team full visibility. It also includes built-in AI capabilities to enhance productivity.
Core Functions of clienthub
Workflow management
Secure File Sharing
Customer Messages
AI-Powered Features
Usage Scenarios of clienthub
- Client Hub is specifically designed for modern cloud accounting firms. It helps streamline client communication, manage workflows efficiently, and deliver branded client experiences. Whether you need to resolve uncategorized transactions, track time, or integrate with QuickBooks or Xero, Client Hub has you covered.
Common Questions about clienthub
What are the benefits of using a Client Hub?
How does a Client Hub improve client communication?
Can a Client Hub save me time and money?
