THE PROBLEM

Client Work Slows Down When Follow-Up Lives Everywhere

Important requests get buried in email threads.

Documents, messages, and deadlines live in different tools.

Your team spends valuable time chasing client responses.

It is hard to see what is blocked and who needs to act next.

Client Hub connects client communication and firm workflow so every next step stays visible.

THE SOLUTION

One Place to Organize, Track, and Move Client Work Forward

How Client Hub Keeps Work Moving:

Keep messages, files, requests, tasks, and deadlines together.

Give clients a simple, mobile-ready place to complete requests.

See owners, status, and next steps across every engagement.

Connect client follow-up directly to your firm's workflow.

Everything Your Team Needs to Run a Tight Practice

Put our accounting practice management software’s comprehensive suite of features at your staff’s fingertips. All designed specifically for accounting and bookkeeping firms.

Manage work across your entire team with structured job creation.

Easy-to-follow workflow checklists for every engagement.
Every task has an owner, a deadline, and a status.
Nothing falls through the cracks with automatic tracking.
Structured job creation keeps your team organized.

Centralize all internal communication around client work.

No more hunting through email threads for updates.
Your team stays aligned in one shared workspace.
Comment on tasks and tag team members directly.
Real-time visibility into who's working on what.

Let the platform do the chasing so your team focuses on what matters

Automate client requests, reminders, and recurring workflows.
Use AI to draft replies and summarize threads.
Generate smart insights from your client data.
Reduce manual follow-ups with intelligent automation.

Learn More

Firm-wide visibility with role-based permissions

The right people see the right information.
Leadership always has the full picture.
Role-based access keeps data secure and organized.
Manage your entire firm from a single dashboard.

See everything happening across your firm at a glance

Track deadlines and spot bottlenecks instantly.
Monitor team performance with dashboards built for practice operators.
Real-time reporting on capacity and workload.
Data-driven decisions for firm growth.

Client Hub becomes the nucleus of your tech stack

Deep, two-way sync with QuickBooks Online and Xero.
Connects directly to your inbox.
Hundreds of automations via Zapier.
Seamless data flow between your favorite accounting and bookkeeping tools.

Learn More

Everything Your Team Needs to Run a Tight Practice

Put our accounting practice management software’s comprehensive suite of features at your staff’s fingertips. All designed specifically for accounting and bookkeeping firms.

Job/Task Management

Manage work across your entire team with structured job creation and easy-to-follow workflow checklists. Every task has an owner, a deadline, and a status, so nothing falls through the cracks.

Team Collaboration

Centralize all internal communication around client work. No more hunting through email threads, your team stays aligned in one shared workspace.

Automation and AI

Let the platform do the chasing. Automate client requests, reminders, and recurring workflows. Use AI to draft replies, summarize threads, and generate smart insights so your team focuses on work that matters.

Firm Management

Firm-wide visibility with role-based permissions. The right people see the right information and leadership always has the full picture.

Reporting and Dashboards

See everything happening across your firm at a glance. Track deadlines, spot bottlenecks, and monitor team performance with dashboards built for practice operators

Integrations

Deep, two-way sync with QuickBooks Online and Xero. Plus hundreds of automations via Zapier so Client Hub becomes the nucleus of your tech stack.

New

Resolve all Uncategorized QuickBooks Transactions for free!

Our award-winning QuickBooks integration is now free for firms and their clients.

Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.

Then, it’s Easy as 1, 2, 3 …

Client Hub Auto-magically syncs uncategorized transactions to your client.

Your client provides more info – on the web or on the go in our mobile app.

You review and update QuickBooks - right from Client Hub.

Start Free Now

Move Client Work Forward—
Without Chasing Clients

Client Work Slows Down When Follow-Up Lives Everywhere