THE PROBLEM

Drowning in Deadlines and Disorganized Tasks?

You’re not alone. Accounting firms often face:

Missed deadlines and disjointed processes

Staff confusion over who’s doing what

Spreadsheets and emails that can’t scale

Inconsistent client experiences

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

New

Resolve all Uncategorized QuickBooks Transactions for free!

Our award-winning QuickBooks integration is now free for firms and their clients.

Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.

Then, it’s Easy as 1, 2, 3 …

Client Hub Auto-magically syncs uncategorized transactions to your client.

Your client provides more info – on the web or on the go in our mobile app.

You review and update QuickBooks - right from Client Hub.

Start Free Now

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.