Move client work forward
Connect each message, request, file and deadline to a clear next action.
Meet Client Hub: accounting practice management that connects firm workflow, client requests, documents, messages and month-end close.
Compare how each platform handles client response, workflow visibility, integrations, onboarding and the cost of adding clients.
Connect each message, request, file and deadline to a clear next action.
Let clients respond through a branded workspace on web or mobile.
Add unlimited clients while pricing follows firm users.
Bring the processes that matter most. We’ll show how Client Hub handles recurring work, client requests, documents and communication.
NPS 55 and a 4.9 customer rating.
Everything is in one place! Client Hub has streamlined our client communications and workflow management.
Compare the client experience, workflow, integrations and pricing with your firm’s requirements.