Audience
Modern Practice Management solution for businesses
About Client Hub
With our all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game. No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more. Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically creates Client Tasks from QuickBooks uncategorized transactions. We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs. Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.
Pricing
Starting Price:
$32 per user per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Client Hub
Founded: 2017
United States
clienthub.app
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Online
Client Hub Frequently Asked Questions
Client Hub Product Features
Digital Workplace
Activity / News Feed
Chat / Messaging
Content Management
Document Management
File Sharing
Task Management
Calendar Management
Employee Directory
Knowledge Management
Surveys & Feedback