Most portals are poorly deisgned, so clients find them clunky and revert to email. Client Hub is the client portal software built for accountants and bookkeepers, with the client experience designed in: mobile-first, branded as your firm, and simple enough that clients actually use it. And with no per-client pricing, it scales with your client base instead of penalizing it.
Yes. Client data is protected with the same security standards used by major institutions, with encryption and access controls on every conversation, file, and report, so you can confidently move clients off texts and personal email.
No. There's no cost to your clients, and no required download. They can use the portal in any web browser. If they'd prefer their phone, the free Client Hub app for iOS and Android uses the same login.
Yes. Client Hub is priced per team member, not per client. You can add as many clients as you want without your subscription cost going up, and there are no gated features or add-on fees.
Yes. Add your logo to the portal and every communication, customize your client invite emails, and, on paid plans, set up a custom URL with a fully branded login page. Clients experience your firm, not ours.
No. Clients who work with you across multiple companies access all of their workspaces from a single login, with no juggling accounts.
You can check read receipts to see exactly who has viewed your message and when. Just swipe your sent message to the left, and a screen will pop up with the "Seen by" or "Viewed by" details.
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