Practice Management for Outsourced Controller / CFO Service Firms
Bring all communications, tasks, and even client accounting info together for better organization and faster month-end closes.
Everything You Need to Run a Great Outsourced Controller / CFOÂ Services Firm
Keep your team organized with all client info, tasks, and updates in one spot designed for outsourced controller firms.
Speed Up Month-End Close
Leverage QuickBooks integration, along with our AI tools, to complete reviews faster, reducing month-end delays.
Centralize Client Communications
Gather documents, emails, and tasks in one clear client workspace to avoid miscommunications and missed updates.
Keep Your Team Aligned
Consolidate client info and tasks so everyone stays informed and focused on high-value accounting work.
Spend less time managing manual tasks
QuickBooks & Xero integration
Connect with QuickBooks and Xero to gather all accounting data in one place for efficient reviews.
Unified client dashboard
Keep client info, tasks and communications visible at all times on a single clear dashboard.
AI email drafting
Generate accurate email drafts and set up routines to cut repetitive work.
Built-in checklists
Work through systematic checklists and manage tasks without missing deadlines.
Mobile app access
Access work and update tasks on-the-go for prompt responses and efficiency.
Secure document management
Handle documents and e-signatures in a secure sharing system for faster client updates.
We used to waste hours chasing emails and spreadsheets, and month-end was a nightmare. As an outsourced controller firm, we needed one place for all our info. Client Hub brought everything together, making our month-end close a breeze.
Frequently Asked Questions
Why is Client Hub better than other tools like Karbon or Canopy for Outsourced Controller / Outsourced CFO firms?
Only Client Hub has deep integration with QuickBooks. This is key for outsourced controller firms, as Client Hub is a tailored practice management system where you can actually get your kind of client work done
How does Client Hub help me keep my team organized?
With built-in checklists and task management, Client Hub keeps your team's work clear and on track. You can easily see what's pending and when deadlines are coming up, so you never miss an important update.
Can Client Hub make the month-end closing process easier?
Yes, it connects directly to QuickBooks and uses smart AI features to automate transaction review all month long. This helps speed up month-end closes, as you spend less time manually reviewing accounts and more time on higher-value work.
How does Client Hub improve my client communications?
Client Hub gathers all your emails, messages, and updates in one spot. It even helps you draft emails quickly, so you can respond to your clients without any mix-ups or delays.
Does Client Hub help me get client information faster?
Absolutely. With the mobile app, your clients can respond to you in ways that make it simple for them. They can just snap a photo and send documents to you -- and reply to your requests from anywhere. This avoids the bottlenecks of "waiting for client information".
How does Client Hub keep my documents and data secure?
Client Hub includes built-in document management, keeping your files safe and paperless. You can trust that all your important documents and client information are secure.
Simplify Managing your Outsourced Controller Firm
Stop chasing spreadsheets and missed updates. Get all client work in one place to finish month-end closing faster and keep your team in sync.
