Built for mid-size, CAS, and growth-stage firms. Standardize your workflows, gain real-time pipeline visibility, and deliver a consistent client experience, without adding headcount.
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Most practice management systems stop at internal task management. Client Hub combines internal workflows, client collaboration, recurring accounting operations, and bookkeeping automation in one system
Client Hub's AI-powered workflows ensure every client engagement follows the same structured process, regardless of who handles it. Build your firm's playbook once, and every new team member runs engagements correctly from day one.
The Jobs Dashboard gives firm owners and managers a real-time, calendar and list-based view of every job across the firm. Task Group Boxes trigger automatic handoffs: when a preparer finishes their tasks, the reviewer is notified instantly. No check-ins. No bottlenecks. No missed deadlines.
Document requests, approvals, and messages flow through one structured channel the whole team can see, manage, and audit. No more client experiences that depend on who picks up the file.
Books Review automatically pulls uncategorized transactions from QBO and routes them directly to clients for resolution. No email threads, no manual cleanup. Resolved entries sync back to QBO in one click. Recurring workflow templates trigger automatically each month, so your team's entire monthly cycle runs on schedule without anyone having to start it.
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Yes. The Jobs Dashboard gives managers a real-time view of every team member's workload — filtered by person, client, or due date. You can spot bottlenecks and redistribute work before anything falls through the cracks.
Client Hub supports multiple job types per client — bookkeeping, tax, advisory, payroll — each with their own workflow, assignee, and timeline. Everything sits under one client record so your team always has the full picture.
No. Client Hub uses flat-fee, per-user pricing. You can add unlimited clients without your subscription costs increasing — making it highly cost-effective for scaling practices. Firms with 10+ users also qualify for bundle discounts.
Client Hub is built for recurring workflows. Books Review automatically flags uncategorized transactions from QBO and routes them to clients for resolution, with one-click sync back to the ledger. Recurring workflow templates trigger automatically each month, so your team's cycle runs without manual setup.
Most firms are up and running in under two weeks. Your existing workflows can be recreated using Magic Templates, and our US-based support team handles onboarding at no extra cost. No implementation fees, no downtime.
No, the client portal is built for busy business owners, not software users. Clients upload documents, respond to requests, and sign off on approvals from their phone without any onboarding. Most clients engage with their first request within minutes of receiving it.
Client Hub supports distinct workflow templates per service line, bookkeeping, tax, advisory, payroll, so each team runs their own process without interference. Templates are fully customizable, and team members only see the work assigned to them.
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