What is Client Hub?
Client Hub is a powerful accounting practice management tool designed specifically for bookkeeping and outsourced accounting firms. It streamlines workflows, enhances client communication, and integrates seamlessly with QuickBooks and Xero.
What are the features of Client Hub?
- Workflow Management: Manage tasks effortlessly with easy-to-follow checklists and time tracking.
- Secure File Sharing: Share documents safely with clients, ensuring all information is in one place.
- Client Messaging: Centralize communication to avoid scattered messages and missed requests.
- AI Superpowers: Utilize AI for drafting emails, generating workflows, and searching through files.
- Mobile App: Access everything on the go, making it easy to collaborate with clients anytime, anywhere.
What are the use cases of Client Hub?
- Efficient Client Communication: Keep all client interactions organized and accessible.
- Streamlined Workflow: Simplify month-end closes and data reviews with integrated tools.
- Task Management: Assign and track tasks for your team and clients effortlessly.
How to use Client Hub?
- Sign Up: Create an account on the Client Hub website.
- Integrate: Connect your QuickBooks or Xero account for seamless data syncing.
- Invite Clients: Add clients to your workspace for easy collaboration.
- Manage Tasks: Use the dashboard to assign and track tasks.
