Accounting Videos for Accounting and Bookkeeping Pros

Our library of quick videos includes product details, real firm stories, insights from industry experts, and more.

Expert Insights

Get tips and advice to grow your practice from familiar faces and leading voices in the accounting space.

The AI Tool That’s Saving Accounting Firms HOURS On Bookkeeping

They Said It Was "Magically Simple" Workflow Management (Client Hub)

When There’s No App for What You Need: Building the Tool You Wish You Had

Scaling New Heights 2025: Client Hub’s All-in-One Practice Management Solution

Earmark Expo - Client Hub

Success Stories

Real users talk about how Client Hub has helped them grow their small business accounting and bookkeeping firms.

Arielle Alipio Grew A Five-Figure Per Month Bookkeeping Firm With Client Hub

Ricardo Ardiles Keeps Clients On Task With Client Hub

Wendelyn Stays Organized While Protecting Nonprofit Clients

Lorrenda Christensen Tamed A Frankenstein Tech Stack

Brandon Culp Becomes A Professional Hub For Clients

Customer Spotlight: Soni Kastner, S Kastner Consulting

Customer Spotlight: Michael Kahn, Bookkeeping Edge

Product Details and Tutorials

See how Client Hub's communication and automation features help practitioners like you save time and reduce effort.

AI Power: Introducing Magic Workflow by Client Hub

Client Hub Magic Books Review

Client Hub Setup and Settings Page

Client Hub Explainer Video

Getting Started with Client Hub

Creating a Client Workspace, inviting a Client User, and Archiving/Restoring a Client Workspace

Creating Job Templates

Creating & Sending a Client Task

How to Upload, Transfer, and Pre-Select Files

Using Autopilot to Publish Client Tasks Automatically

Client Onboarding

Sending a Document for eSignature via Client Hub

Using the Help Center & Support Options

What Happens When a Client Responds?

Tasks vs Client Tasks

Understanding User Roles in Client Hub

Managing Work with Filters and Saved Views

Jobs Dashboard Overview

Connecting Your Email in Client Hub

Who We Serve

Client Hub's workflow, practice management, and client communication tools are the right choice for many different kinds of firms.

Bookkeeping Practices

CPA Accounting Firms

Full-Service Tax & Accounting Firms

Outsourced / Fractional Controller and CFO Firms

Client Accounting and Advisory Services (CAS/CAAS)

Hybrid / Remote Teams

Ready to Build a Calm, Profitable Firm with Smarter Accounting Practice Management?