Workflow and client experience in one place

Accounting workflow and a client portal, together.

Give your team complete workflow visibility while clients answer requests, upload documents and respond from any device.

  • NPS 55
  • 4.9 customer rating
  • Unlimited clients
  • Free onboarding
  • QuickBooks Online + Xero
See Client Hub in action

Client Hub workspace for the client Maple Ridge Dental, with the client's phone beside it: the firm adds and closes client tasks and messages the client in the web app while the client answers the tasks, uploads a file and replies from the mobile app.

Client experience

Clients shouldn’t need another complicated system.

Give every client one clear place to see requests, send messages, upload files and understand what needs to happen next.

Clear requests

Turn communication into specific actions with visible next steps.

Secure collaboration

Keep messages, files and request history connected to the work.

Mobile access

Let clients respond and upload documents from any device.

Connected

Every client response moves firm work forward.

  • Custom workspace for every client

  • Requests and automated reminders

  • Secure messages and document sharing

  • Branded web and mobile experience

  • Firm workflow and client work connected

  • QuickBooks Online and Xero integrations

Client portal

A client portal your team can act on.

Client Hub links client communication directly to jobs, deadlines and team responsibilities.

Schedule a demo
Customers

Why firms choose Client Hub.

NPS 55 and a 4.9 customer rating.

Our clients love having one place to manage tasks, questions and communication.
MKMichael K.Client Hub customer

Give clients one place to get work done.

See how Client Hub combines client collaboration with the workflow your firm needs.

See Client Hub in actionSee pricing

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