What is Client Hub?

Our all-in-one solution combines automated task management with client communication, empowering accounting firms to build stronger client relationships while optimizing workflows for quicker task completion. Eliminate the frustration of delays stemming from clients' slow responses, as our web and mobile applications revolutionize communication and reduce email clutter. Say farewell to juggling a complex tech stack; instead, welcome Client Hub as your go-to platform for managing workflows, client interactions, a client portal, file sharing, and much more. You can conveniently set recurring tasks, automatically initiate Client Tasks, and receive alerts for overdue items. A notable feature is our capability to automatically create Client Tasks from uncategorized transactions in QuickBooks, streamlining your processes even further. Designed specifically for cloud accounting and bookkeeping professionals, our platform is committed to providing features that ensure a fluid workflow tailored to your specific needs. Effortlessly share files using mobile or drag-and-drop methods, and keep your operations organized with distinct client-facing and internal folders for each client. This organized structure not only aids in maintaining clarity but also significantly enhances productivity. By opting for our solution, firms can anticipate improved efficiency, which will ultimately lead to enhanced operations and greater client satisfaction.

Pricing

Price Starts At:
$32 per user per month
Price Overview:
Billed annually
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Client Hub Screenshot 1

Company Facts

Company Name:
Client Hub
Date Founded:
2017
Company Location:
United States
Company Website:
clienthub.app

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Client Hub Categories and Features

Digital Workplace Software

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

More Client Hub Categories