Client Hub

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What is Client Hub?

Client Hub is a cloud-based AI tool designed for accounting firms to streamline client communication and workflow management. With a modern client portal and mobile app, teams can easily oversee client interactions and task assignments. The AI capabilities offer full visibility into all firm activities, enhancing efficiency. Integrations with QuickBooks and Xero enable seamless uncategorized transaction resolution, while automated email responses and task checklists simplify processes. The tool's user-friendly dashboards ensure nothing gets overlooked, saving time and enhancing client experience. With features like secure messaging, file sharing, and branded client portals, Client Hub is a game-changer for firms looking to elevate their operations.

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⭐ Client Hub Core features

  • ✔️ Cloud-based platform
  • ✔️ Client communication management
  • ✔️ Workflow management
  • ✔️ AI capabilities for activity visibility
  • ✔️ Integration with QuickBooks and Xero

⚙️ Client Hub use case ideas

  1. Automate client communication by setting up personalized email responses based on predefined triggers, ensuring timely and consistent interaction without manual intervention.
  2. Streamline task management by utilizing AI-powered task checklists that prioritize assignments based on deadlines and importance, enabling teams to efficiently track progress and meet client expectations.
  3. Enhance client experience by leveraging AI capabilities to automatically resolve uncategorized transactions in QuickBooks and Xero, reducing manual effort and minimizing errors for seamless financial management.

🙋‍♂️ Users of this tool

Accounting firms

💰 Client Hub Pricing

Prices are subject to change. Always verify pricing information.

Standard

$49 per user/mo

Standard

$59 per user/mo

Premium

$69 per user/mo

Premium

$79 per user/mo
Related Searches
cloud-based communication workflow management accounting firm solution
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❓ Client Hub FAQ

Client Hub is a cloud AI tool for accounting firms, boosting client communication and task management. Key features include QuickBooks/Xero integration, automated email responses, secure messaging, and intuitive dashboards for enhanced efficiency and client satisfaction.
Getting started with Client Hub is easy! Simply visit the official website and sign up for an account to start.
Client Hub uses a Free trial pricing model , meaning there is a free tier along with other options.
The typical users of Client Hub include:
  • Accounting firms
Follow Client Hub on social media to stay updated with the latest news and features:
Client Hub enjoys a popularity rating of 4.74/10 on our platform as of today compared to other tools. It receives an estimated average of 25.5K visits per month, indicating interest and engagement among users.