You’ve already heard from Nancy McClelland and Questian Telka about the challenges accounting firms face every day. Now, meet Client Hub. Designed for modern firms, Client Hub centralizes client requests, files, messages, tasks and more — helping you work faster, stay organized, and keep projects on track without the stress.
Client Hub simplifies workflow management—so your team stays on track, and your clients stay engaged.
THE SOLUTION
One Platform. Every Workflow. Nothing Missed.
What You Can Do with Client Hub:
Assign and track tasks across your team and clients
Automate recurring workflows with custom templates
See real-time progress and bottlenecks at a glance
Centralize communication and file sharing per client
Eliminate client follow-up with built-in reminders
Designed for Accounting and Bookkeeping Firms
Unlike generic task managers, Client Hub is purpose-built for your services—monthly bookkeeping, tax prep, onboarding, cleanup, and more.
Why Firms Choose Client Hub:
GAME CHANGER!!
Clienthub is SO easy to set up and tailor it to your business. [...] This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.
Joel @ QuickBooks App Store Review
Try the Simplest Client Management Tool for Accounting Firms
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