Client Hub

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Overview

Discover Client Hub, the essential AI platform for accounting firms, enhancing client communication and workflow management with innovative features and integrations.

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Name Client Hub
Overview Client Hub is a cloud-based AI platform tailored for accounting firms to improve client communication and streamline workflow management. It features a modern client portal and mobile application that allows teams to manage client interactions and assign tasks effortlessly. Its AI-driven functionalities provide comprehensive visibility into the firm’s activities, thus optimizing efficiency. Seamless integration with QuickBooks and Xero facilitates the resolution of uncategorized transactions, while automated email responses and task checklists enhance operational processes. User-friendly dashboards ensure that nothing is missed, contributing to time savings and an improved client experience. Secure messaging, file sharing, and customized client portals position Client Hub as an innovative solution for firms aiming to advance their operations.
Key features & benefits
  • Cloud-based platform for accessibility and convenience.
  • Efficient management of client communications.
  • Effective workflow management to streamline tasks.
  • AI capabilities provide complete visibility into activities.
  • Seamless integration with popular accounting software like QuickBooks and Xero.
Use cases and applications
  • Automate personalized client communication with email responses based on specific triggers, ensuring timely interactions without the need for manual effort.
  • Utilize AI-driven task checklists to prioritize assignments by importance and deadlines, facilitating efficient progress tracking and client satisfaction.
  • Improve client experience through automated resolution of uncategorized transactions in QuickBooks and Xero, minimizing errors and manual workload.
Who uses? Accounting firms
Pricing Client Hub offers a Free trial model, allowing potential users to explore the tool before choosing to upgrade to a paid plan.
Pricing packages:

  • Standard plan: $49 per user/month
  • Standard plan: $59 per user/month
  • Premium plan: $69 per user/month
  • Premium plan: $79 per user/month

** Pricing may change. Verify details here.
Tags Cloud-based communication, Workflow management, Accounting solutions, AI Accounting assistant
App available? No

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