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.
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Ravetree
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Project.co
When communication, files, and project assets are spread across multiple tools things go missing, nobody has all the information, and projects can be difficult. When work happens in one place you have a single source of truth with all communication, tasks & files available to everyone. Projects run smoothly! Create a project for anything; internal meetings, marketing campaigns, client projects, office parties, etc. Then add the right people and tools for the job. Your project team has visibility of everything so nothing gets lost and the project runs smoothly! In many project management tools inviting and working with clients is an afterthought. Not in Project.co. We believe that inviting your clients to collaborate with you is where the real magic happens. Add the right tools to every project. Choose from our core tools such as discussion, tasks, files, payments, time, and notes. Or embed the other tools you use so you have everything in one place for everybody to see.
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Pricing
Starting Price:
$32 per user per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.
Integrations
Company Information
Client Hub
Founded: 2017
United States
clienthub.app
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Online
Client Hub Frequently Asked Questions
Client Hub Product Features
Digital Workplace
Activity / News Feed
Supported
Chat / Messaging
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Task Management
Supported
Calendar Management
Not Supported
Employee Directory
Not Supported
Knowledge Management
Not Supported
Surveys & Feedback
Not Supported
