Client Hub

Client Hub is presented as an all-in-one practice management platform for accounting and bookkeeping firms. It converts client emails and messages into trackable actions, offers job and task management with owners, deadlines, and statuses, and provides a client portal and mobile app where clients can respond to requests, upload documents, and send messages. The page describes deep two-way sync with QuickBooks Online and Xero, hundreds of automations via Zapier, role-based access controls, dashboards and reporting for firm oversight, and AI features to summarize email threads, draft client replies, generate workflows, and surface insights. Data is described as encrypted in transit and at rest. The page also mentions an Autopilot feature for automated document requests and reminders, and states pricing is per firm user rather than per client.

Key features

• Converts client emails and messages into trackable actions
• Job and task management with workflow checklists, owners, deadlines, and statuses
• Team collaboration with comments, team member tagging, and a shared workspace
• Automated client requests, reminders, and recurring workflows
• AI to draft client replies, summarize email threads, and generate smart insights
• Firm-wide visibility with role-based permissions
• Reporting and dashboards for deadlines, bottlenecks, and team workload
• Deep two-way sync with QuickBooks Online and Xero
• Hundreds of automations via Zapier
• Client portal with custom workspaces for file uploads and request responses
• Centralized view of client messages and email replies
• Mobile app for clients to respond to requests, upload documents, and send messages
• Encryption of client data in transit and at rest
• Document management, bulk download, and e-signature collection
• Autopilot feature to request documents before work begins and send automated reminders
• Uncategorized transaction resolution flowing between QuickBooks Online and the client portal

Best suited for

• Bookkeeping practices
• CPA accounting firms
• Full-service tax and accounting firms
• Outsourced or fractional controller and CFO firms
• Client accounting and advisory services (CAS/CAAS) firms
• Tax firms
• Hybrid or remote teams

Pricing

Not stated on the website