About Client Hub
Client Hub — Client Hub is an all-in-one practice management solution and client portal software designed for modern accounting firms. It streamlines workflows, secures client communication, and offers AI-powered tools. It is built for bookkeeping and outsourced accounting firms, aiming to get client answers 80% faster. Features include AI Magic Search, auto-draft email replies, auto-generate task details, deep QuickBooks and Xero integration, workflow management, client tasks, email management, and a mobile app.
Top use cases
- Streamlining client communication
- Managing workflows and tasks
- Automating email responses
- Securing file sharing with clients
- Improving data quality with QuickBooks and Xero integration
- Gaining a bird's-eye view of firm operations
Built for
Key features
- Client Portal
- Workflow Management
- AI-Powered Tools
- QuickBooks and Xero Integration
- Email Management
- Document Management
- Client Tasks
- Mobile App
Pros & cons
Pros
- All-in-one solution reduces the need for multiple tools
- AI-powered features enhance efficiency and automation
- Client-centric design improves client experience and response times
- Deep integration with QuickBooks and Xero
- Mobile app allows for on-the-go access
- Positive user reviews highlighting time-saving benefits and ease of use
Cons
- May require initial setup and onboarding
- Reliance on QuickBooks and Xero integration may be a limitation for some firms
- Some users mention the need for ongoing improvements and advancements
Pricing
PREMIUM (Annual Billing)
$69/ user
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
PREMIUM (Monthly Billing)
$79/ user
Get all amazing features. Only users in your firm count as paid users. Invite unlimited clients for free.
Company information
- Client Hub Support Email & Customer service contact & Refund contact etc. Here is the Client Hub support email for customer service: [email protected] .
- Client Hub Company Client Hub Company address: 6160 SW Highway 200 Suite 110-582, Ocala, FL 34476 . More about Client Hub, Please visit the about us page(https://clienthub.app/about-us) .
- Client Hub Login Client Hub Login Link: http://use.clienthub.app/#/login
- Client Hub Pricing Client Hub Pricing Link: https://clienthub.app/pricing
- Client Hub Facebook Client Hub Facebook Link: https://www.facebook.com/ClientHubApp/
- Client Hub Linkedin Client Hub Linkedin Link: https://www.linkedin.com/company/11359354/
- Client Hub Twitter Client Hub Twitter Link: https://twitter.com/@clienthubapp
Frequently asked questions
What is Client Hub?
Client Hub is an all-in-one practice management solution and client portal software designed for modern accounting firms to streamline workflows, secure client communication, and offer AI-powered tools.
What are the key features of Client Hub?
Key features include a client portal, workflow management, AI-powered tools, QuickBooks and Xero integration, email management, document management, client tasks, and a mobile app.
Who is Client Hub best suited for?
Client Hub is best suited for bookkeeping firms, outsourced accounting firms, CFO services firms, and accounting ProAdvisors.
How does Client Hub improve client communication?
Client Hub centralizes communication, provides a secure messaging platform, and offers client tasks to ensure clients respond in a timely manner.
Does Client Hub integrate with accounting software?
Yes, Client Hub offers deep integration with QuickBooks and Xero.
How does Client Hub use AI?
Client Hub uses AI to draft emails, generate workflows, and provide intelligent search capabilities within files and emails.
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