For Soni Kastner, running her own firm meant doing things differently. As the CEO of S Kastner Consulting, a full-service accounting and advisory firm, she knew firsthand what it was like to operate without the right systems in place.

“In my previous firm, we didn’t use a practice management system,” she shared. “We used spreadsheets, emails, even a ticketing system to communicate to clients. It was messy. No one in the team knew where to find something.”

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Watch Soni's full Customer Spotlight video here.

So, when she launched S Kastner Consulting, Soni made organization and communication her top priorities.

“I immediately started looking for a practice management system – one that I could communicate with my clients directly. They could upload stuff, and I could send short messages. That was one of the biggest sellers for me, and that’s how I ended up with Client Hub.”

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The difference was immediate.

“To set up Client Hub was pretty easy. It took me less than a week to get it up and running. It was intuitive – I was told what steps I needed to take, and I was done!”

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Her clients quickly embraced it, too.

“My clients love it! They’re able to drag and drop their documents to a secure site, and that’s a really big seller – that only I and the client can see the documents we upload.” 

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One client even discovered the Client Hub mobile app before Soni did, saying how much she loved the instant notifications and easy access. For Soni, this was more than just operational – it was also personal.

“My clients can message me at all times, but I don’t look at my messages over the weekend. When I come back on Monday, the messages are still there. It helps me keep a work-life balance that I didn’t have before!”

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Today, Soni calls Client Hub “one of the best systems out there.” She’s even recommended it to her former firm.

“The fact that it was created by someone who had an accounting firm makes it even better to use. They understand the challenges we face.”

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Watch Soni’s full Client Hub Customer Spotlight video here: Ready to simplify your workflow? Explore Client Hub today!