What It Does
Client Hub is an all-in-one Accounting Practice Management platform designed for bookkeeping, small business client accounting, and outsourced CFO services.
It combines AI-powered workflows, client portals, and integrated bookkeeping tools to streamline month-end closes, uncategorized transactions, and client communication.
Essentially, it centralizes everything your firm needs in one easy-to-use platform.
Key Features
- AI-Enhanced Month-End Close: Automates bookkeeping workflows for faster, more accurate closes.
- Client Portal: Branded, intuitive workspace where clients can upload files, answer requests, and clear QuickBooks transactions.
- Task & Workflow Management: Track team assignments, checklists, and client deliverables efficiently.
- Document & Email Management: Integrated tools reduce clutter, summarize threads, and even draft emails with AI.
- Deep Accounting Integration: Works seamlessly with QuickBooks Online and Xero for automatic syncing.
- Security & Compliance: Data encrypted at rest and in transit, with MFA and role-based permissions.
- Bird’s-Eye View Dashboard: Visualize firm-wide performance, pending tasks, and client responses.
- Mobile & Remote Access: Clients and staff can access the portal from anywhere.
Who Is Client Hub For?
- Small Accounting Firms & Bookkeepers: Reduce manual work and improve client response times.
- Outsourced CFO / Controller Firms: Streamline workflows while managing multiple clients and complex accounting needs.
- QuickBooks & Xero Users: Get faster, AI-assisted bookkeeping and reconciliations.
- Firms Looking for Client Experience Improvements: Deliver a modern, organized, and responsive client portal.
Final Thoughts
Client Hub combines practice management, AI automation, and bookkeeping workflows into a single platform. Firms save time, reduce errors, and improve client satisfaction by centralizing communication and automating repetitive accounting tasks.
If your firm wants to streamline client workflows, automate bookkeeping, and scale efficiently, Client Hub is a game-changing solution.
