Client Hub vs Financial Cents: What is right for your firm
Helping you decide
Client Hub
Helping you decide
Unlike most practice management solutions, Client Hub is built for both your teams and your clients -- close collaboration leading to amazing efficiency
If these factors resonate most with you, then the clear choice is Client Hub
Client Tasks in Client Hub are amazingly easy for clients to answer.
And only Client Hub offers a mobile app for them to reply right away.
Only Client Hub has direct integrations to QuickBooks and Xero to quickly resolve uncategorized transactions with clients.
These are huge time savers in bookkeeping, client accounting services and advisory work
On Client Hub, your clients see your firm as a modern firm with a modern client experience
And your team finds Client Hub refreshingly easy to use, actually helping them in their work, not just a place to track their work
Both Client Hub and Financial Cents are very feature rich
Client Hub has a complete work management system with one-time and recurring jobs. Our work dashboard is highly customizable with both Kanban (card table) view and List view
Financial Cents also has a comprehensive work management system with good dashboards
Client Hub is a great way to document your firm's processes, as each job can be broken down to steps and detailed instructions for each step can be captured for anyone to pick up.
Financial Cents also can help you document processes for anyone in the firm
Client Hub has a full set of file management features with folders that are shared with clients, as well as folders for internal files
Financial Cents also has a strong set of document management capabilities
Client Hub has a modern mobile app that clients and firm staff can use for real-time collaboration. And clients can use the app to easily scan and upload documents to you
Financial Cents doesn't offer a mobile app
Client Hub offers a deep integration with both QuickBooks and Xero. If you do bookkeeping or client advisory work, then these integrations will help you save lots of time
Financial Cents does not offer any such integrations
Client Hub can track time on jobs, has a time tracking dashboard and can export to CSV for billing .
Financial Cents also tracks time. It does have some additional capabilities around time budgets and calculating effective rates.
Client Hub has a very flexible data model called "Client Notes" to store all kinds of information about clients. Clients can be tagged, grouping them in flexible ways
Financial Cents takes a more structured approach to client data storage. Fixed Client Groups are supported.
Client Hub has the most advanced Client Tasks module among all practice management solutions, including enabling clients to answer these via the mobile app. Clients can even scan documents via the app to answer client tasks.
Financial Cents offers a more limited set of features in terms of getting answers from clients.
Client Hub has a text-like messaging feature, which is also accessible from our mobile app -- supporting amazing real-time collaboration
Financial Cents' client communication is only through email, which can be cluttered and rarely responded to right away
Client Hub doesn't have a formal capacity planning report, but the jobs dashboard shows visibility to upcoming work by team member to help optimize workloads
Financial Cents has that and a bit more depth with budgeting hours by job and also mapping hours by each staff person
Client Hub has announced upcoming email integration, targeted summer 2023.
Financial Cents has integration to email accounts and supports triaging emails and organizing emails into jobs
Client Hub has "Magic Workflow" which generates a workflow checklist -- and task details for any job that you need to do.
Financial Cents also has a similar workflow generation capability, but does not yet offer task details
Watch Blake Oliver from Earmark and Cloud Accounting Podcast give an overview of Client Hub.
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