When Michael Kahn founded Bookkeeping Edge, his goal was clear: build a bookkeeping firm that delivers accuracy and a client experience people actually enjoy. As his firm grew, and as he launched The CFO Edge to offer fractional CFO services, he realized his old practice management tools weren’t keeping up.

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Watch Michael’s full Customer Spotlight video here.

“We were getting inundated with emails and everything was all over the place,” Michael recalls. “Clients weren’t enthused to log into portals or use whatever I had set up to pass information along. I needed something that could pull everything together.”

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That search led him to Client Hub. And what stood out wasn’t only efficiency, but empathy as well.

“I really focus in my firm on the relationship with the client and their experience,” he explains. “I was looking for software that would enhance that. The client portal where we can set up tasks, and the chat feature where we can talk back and forth - that really enhances the relationship aspect.”

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Within weeks, Michael noticed a transformation. His team and clients were communicating seamlessly, projects stayed organized, and inbox chaos became a thing of the past.

“It’s exactly what I had hoped would happen,” he says. “Clients are using it, and they’re happy with it. Everything is focused in one place. I don’t take emails from existing clients anymore, and they know that.”

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Client Hub’s mobile app also made a big impact.

“Clients like that they can answer questions right from their phone,” Michael shares. “When I send a question, they get a notification, respond immediately, and I get an instant answer. It’s great for both of us!”

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Setting up Client Hub was simple, here’s a tip from Michael for anyone getting started:

“Set up a dummy company so you can see how it looks from both sides: the firm and the client. It really helps you understand the full flow.”

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What sealed the deal for him, though, was the ongoing support and user-first design.

“The real sell to me was the client interface. Nobody else offered that level of communication ease. Support has also been very good - always responsive with solid answers.”

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Michael’s verdict? A resounding yes. 

“I would definitely recommend Client Hub to any accounting firm looking to give clients a great experience!”

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Ready to elevate your client experience? Visit Client Hub today.