Meet Client Hub: The collaborative alternative to

Client Hub is about managing workflow where there is no waiting for client answers. 

When you adopt Client Hub, you consolidate client communication and eliminate all the time wasted managing email, texts and more 

Ui composition (1)

How Client Hub serves firms better than

  • 1

    Easily track all the work in our visual Jobs Dashboard is optimized for inspecting for bookkeeping errors and publishing reports from QuickBooks online.  

    Client Hub has a flexible jobs model with a visual jobs dashboard to help you easily track deadlines. Filter your work by client or by our flexible tags model to categorize work of all types.

    4 staff jobs dashboard
  • 2

    Stop getting bogged down with client emails, texts, messages etc.

    Client cannot start conversation messages with your team in Those will remain in email.  

    Client Hub is founded on secure, real-time client communication built into the platform. It's amazing when you all communication is in one place, available to everyone in your team

    2 staff conversations
  • 3

    Get faster answers from clients with a modern, engaging mobile app does not offer a mobile app.  

    Client Hub makes your client experience stand out and helps your team get faster answers from clients via our modern mobile app

  • 4

    You can even manage and share files does not offer folder and file management, which is key to a complete client portal experience 

    Client Hub has a powerful File Manager where you can share files with clients and even maintain files related to that client that are internal to your firm

    3 staff recent files

Are you a firm that is right for Client Hub over

  • You prefer an all-in-one solution

    Only Client Hub offers consolidated client communication, client tasks, file sharing and more in a single platform

  • You value a modern client experience Client Hub values making your firm stand out with an amazing client experience includes our delightful mobile app

  • Your firm takes ideas from industry thought leaders

    Only Client Hub has been recognized with awards by the AICPA and CPA Practice Advisor

Hear how Client Hub has worked for firms like yours 

Client Hub versus More Common Questions

Get a demo today and see how Client Hub can take your firm to the next level

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