Client Hub

Client Hub is a comprehensive practice management platform built to address the core challenges faced by modern accounting and bookkeeping firms. Founded in 2017 with the mission of "Happy Clients. Happy Firm.", it replaces fragmented systems with a single, unified solution for managing work, communicating with clients, and leveraging artificial intelligence to boost productivity. The platform is designed to eliminate communication silos, end the frustrating chase for client information, and provide a delightful experience that encourages timely client responses.

By integrating powerful AI capabilities, Client Hub transforms how firms operate. The AI can draft professional emails, generate detailed workflow checklists from simple descriptions, and even answer questions by intelligently searching through all firm content, including documents and emails. This allows accounting professionals to save countless hours and focus on higher-value advisory services.

How to use Client Hub

Getting started with Client Hub is a straightforward process designed for quick adoption. First, a firm signs up and can opt for a free trial or a demo. Team members are then invited to the workspace, where they are assigned roles and permissions. The next step is to connect essential tools like QuickBooks Online or Xero, and sync your email inbox to centralize communication. Firms can then create or import job templates for recurring tasks like monthly bookkeeping or tax preparation. Finally, invite your clients to their own branded, secure portal. Clients receive a simple, intuitive interface to see their tasks, upload documents, and communicate directly with the firm, eliminating scattered email threads.

Core Features of Client Hub

• AI Superpowers: Leverage AI to draft client emails, generate complete workflow templates from a simple prompt, and get instant answers from your firm's entire knowledge base.
• Unified Workflow Management: Manage all firm work through powerful jobs with customizable checklists, dependencies, time tracking, and seamless team collaboration features.
• Integrated Client Portal: Provide clients with a single, easy-to-use portal for tasks, secure file sharing, eSignatures, and communication, ensuring you get the information you need on time.
• Seamless QBO & Xero Integration: Directly resolve uncategorized transactions and find/fix data anomalies within Client Hub, dramatically speeding up monthly closes and clean-up projects.
• Centralized Email Management: Sync your inbox to manage client emails within the platform. Use AI to summarize long threads, draft replies, and adjust the tone of your messages.
• Integrated Document Management: Store internal and client-facing documents in one organized place, with clear permissions and easy access for both your team and your clients.
• Insightful Dashboards: Get a bird's-eye view of your firm's operations, team workload, job progress, and client engagement through easy-to-understand dashboards.
• eSignatures & Zapier Integration: Manage electronic signatures and connect Client Hub to thousands of other apps through Zapier to automate even more of your firm's processes.

Use Cases for Client Hub

Client Hub is ideal for various accounting workflows. For monthly bookkeeping, firms can automate task reminders for clients, review uncategorized transactions efficiently, and follow a standardized checklist for closing the books. During tax season, it serves as a central hub for securely collecting documents, tracking deadlines, and managing all client communication. It's also perfect for standardizing the new client onboarding process, ensuring every new client has a consistent and professional experience. For internal team management, it breaks down communication silos by keeping all conversations, files, and tasks related to a job in one place.

Advantages of Client Hub

The primary advantage of Client Hub is its dual focus on firm efficiency and client experience. Unlike other solutions, its client portal is so intuitive that it drives high adoption and responsiveness. The integration of AI significantly reduces administrative overhead. By combining practice management, a client portal, and AI features into one platform, firms can reduce their software stack, save money, and eliminate data fragmentation. The simple, transparent pricing model with no setup fees or long-term contracts makes it an accessible choice for firms of all sizes.

Pricing and Plans

Client Hub offers a straightforward and simple pricing structure. There are no setup fees, minimum terms, or hidden gimmicks. The platform offers a single, all-inclusive plan:
PREMIUM Plan: $69 per user per month (with a discount available for annual billing).
This plan includes all features, such as workflow management, client tasks, QuickBooks and Xero integration, AI capabilities, email management, Zapier integration, and a branded login. A key benefit is that firms only pay for their internal users; inviting and collaborating with an unlimited number of clients is completely free.