Client Hub

Introduction to Client Hub

Client Hub is a comprehensive accounting practice management platform designed to streamline workflows and enhance client collaboration. Tailored for bookkeeping and outsourced accounting firms, it consolidates multiple tools into a single, intuitive interface. With deep integrations with QuickBooks and Xero, along with AI-powered features, Client Hub aims to simplify complex tasks and improve efficiency.

Key Features

• AI-Powered Workflow Automation: Utilize “Magic Workflow” to auto-generate task details and checklists, reducing manual setup time.
• Client Tasks & Communication: Assign tasks to clients, allowing them to provide information via the web or mobile app. Integrated messaging ensures seamless communication.
• QuickBooks & Xero Integration: Automatically sync uncategorized transactions, enabling clients to categorize them directly within the platform.
• Email Management: Features like Magic Replies and email summaries help manage client communications efficiently.
• Document Management: Securely share and store files with clients, maintaining organized internal and external folders.
• Time Tracking: Monitor time spent on tasks, with dashboards to oversee team activities.
• Mobile App: Available on iOS and Android, allowing clients and teams to collaborate on-the-go.
• Zapier Integration: Connect with over 5,000 apps to automate workflows and data syncing.

How to Use Client Hub

1. Sign Up: Create an account on the Client Hub website.
2. Invite Team Members: Add your firm’s staff to the platform.
3. Connect Clients: Add client companies and assign staff to each.
4. Setup Workflows: Define tasks, deadlines, and responsibilities using the Magic Workflow feature.
5. Client Interaction: Clients can access their workspace to view tasks, upload documents, and communicate with your team.
6. Utilize Integrations: Sync with QuickBooks or Xero to manage financial data seamlessly.

Pricing

Client Hub offers a straightforward pricing model:

• Premium Plan: $69 per user/month (billed annually) or $79 per user/month (billed monthly).

There are no setup fees, minimum terms, or hidden costs. Notably, only users within your firm count as paid users; clients can access the platform for free.

Frequently Asked Questions

• Does Client Hub offer a free trial? Yes, a free trial is available without requiring credit card details.
• Is there a mobile app? Yes, Client Hub provides mobile applications for both iOS and Android devices.
• Can clients access the platform? Absolutely. Clients can use the platform to view tasks, upload documents, and communicate with your team.
• Is training available? Client Hub offers onboarding resources, including video tutorials and a knowledge base, to assist users in getting started.
• Is data secure? Yes, Client Hub employs encryption and regular security testing to ensure the safety of your data.