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?

1. **Sign Up**: Create an account on the Client Hub website. 2. **Integrate**: Connect your QuickBooks or Xero account for seamless data syncing. 3. **Invite Clients**: Add clients to your workspace for easy collaboration. 4. **Manage Tasks**: Use the dashboard to assign and track tasks.

Client Hub is a practice management tool that helps accounting firms manage workflows, communicate with clients, and integrate with accounting software.