Client Hub was so easy to set up, it took less than 10 minutes. The first client I showed it to loved it. It’s exactly what she has been asking for.

Great experience!

"ClientHub has been a great workflow tool for our team and is always willing to work with us and use our feedback to make improvements!"

Game changer!

"My clients love the collaboration it provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."

A good communication tool

"Client hub is a good communication tool for your QBO clients."

Client Hub is my favorite feature as a ThinkBeyondtheDesktop customer. It is like having all of your groceries in one bag! The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations. We can all upload and share documents but my favorite is the ability to have quick access to all of my apps and store my passwords in one convenient and secure place!

Client Hub

"Client Hub is a real time saver when researching client req

"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."

"...I love the workflow to keep both myself and my clients organized."

THE best acct practice software on the market

"I've been struggling for years to find the right combination of software that would allow me and my team to manage all of our bookkeeping clients [...]"

"Easy to Use with Lots of Options"

"It is so intuitive, flexible, and easy to use... It has lots of options for how you can receive information."

"Great Features"

"The tasks panel is very helpful when something is needed... clients can easily select which account the expense transactions belong to."

"Central access to all my client needs."

"It has drastically reduced client email... Ease of use and implementation. Security of the software."

Excellent Product

"I highly recommend Client Hub to anyone who wants to streamline communication with clients, get organized, and save time."

Our clients love the mobile app of Client Hub. Using modern ways to collaborate creates a better experience for our clients and sets us apart from other firms

Efficient and Flexible

"It allows me to go to a client where all the data concerning that client –files, links, passwords, etc. – are right there in that work space."

Must have app for every ProAdvisor

"Best all-in-one app ever! A turnkey solution, you can have up and running in just minutes. [...]"

A quick note to tell you how much we LOVE Client Hub. It's such a needed tool!!! Thank you!!!!!

Wow - you guys have done an amazing job --I'm actually blown away. Woo woo!!

Easiest Client Communication Tool

"Client Hub has has transformed our client communication. [...]"

Best App

"This app has streamlined Client communications and workflow management. It really has everything in one place for what you'll need to run a practice."

SO THANKFUL

"I highly recommend it and would be willing to help anyone out if they had any questions!!"

"Client Hub is best!"

"Client Hub has made sharing of documents and communication with my clients much easier!... Client hub is easy to use..."

Uncategorized Expenses no long daunting task

"With Client Hub, then can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!"

Client Hub great workflow tool

"I love it, my clients love it! It is easy to manage workflow and collaborate with clients. [...]"

Client Hub

"Client Hub is a real time saver when researching client requests."

Game changing app!

"The automation of sending recurring monthly tasks to clients to collect information and QBO integration has significantly cut labor hours out of my day and freed me up to focus on other tasks."

Love Client Hub

"I love Client Hub as it helps with the getting the transactions in questions answered easily by the clients, and we're also able to use it for our company's workflow management. [...]"

Doing the job

"The product is helpful in keeping the lines of communication clear (and documented) between myself and my accountant. [...]"

"The value of Client Hub for our company"

"...as I said it's a game changer... It's awesome. All with bank level security."

"I use Client Hub everyday"

"...it has made my job so much easier... It's very user friendly."

Everything in one place.

"I have been using Client Hub to organize my tasks and workflow since 1/2020. I explored other apps for this including QBO Work but [...]"

This is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my team

"High Praise for Client Hub!"

"My experience has been FANTASTIC!... this was my choice - hands down!"

"Simple and secure client communication"

"...The chat thread is what I use the most... The thread is searchable..."

Prayers Answered

"This app has streamlined and organized my client communication."

"Effortless Client Communication Dashboard"

"The clients understand what they need to do, how they need to work with me..."

User friendly and so easy to stay organized!

"Our team loves ClientHub. We use it internally for task lists as well as externally as a secure way to communicate and keep organized [...]"

"Easy to use and implement"

"I like that it is easy to use... even setup templates to onboard customers."

Client Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!

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."

Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!

Can't Live Without It!

"I appreciate this app every day, as it continues to add new features and makes everything run so much smoother."

Excellent Client Collaboration

"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."

A homerun with my clients!

"They find it super efficient and intuitive. They like how it keeps things organized and avoids tons of emails flying back and forth."

"ClientHub Helps Me Communicate With My Clients"

"I have felt more connected to my clients since starting to use ClientHub..."

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."

"Life Changing!"

"It has made secure communications with my clients much easier..."

Excellent app

"Creates a great space for clients to address transactions with. [...]"

Now, I can grow my business!

"Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client."

EXACTLY what my firm needed

"I am blown away by this app! Everything at my fingertips and everything at my clients' fingertips as well!"

Easy to implement and simple to use!

"I wanted a task mgmt tool for clients that wouldn't take me hours of frustration to learn how to use and implement. [...]"

"Life Made Easier"

"I know where I stand and my staff with the monthly and even daily tasks per clients."

THE BEST

"Love it!!! Period."

Uncategorized Expenses no long daunting task

"With Client Hub, then can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!"

"Client Communication on steroids"

"The best features are the SECURE Apps links with password management baked in... The resources section..."

"Almost perfect all around"

"Although there are a few little tweaks... Interfaces with QBO to categorize transactions."

Most-in-one Practice Management Solution

"This app is excellent! I now stay organized and on top of tasks for myself, my team, and my clients."

Great Team and Product

"Love the Collaboration Features and Easy Onboarding."

"Secure and Efficient way to communicate"

"Love this software. Invaluable in my business... it feels like texting so it's incredibly easy to keep them out of my inbox."

"Client hub is a lifesaver for resolving unknown transaction details"

"Overall client hub has been a time saver... I get transaction details much faster."

THE BEST

"Love it!!! Period."