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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Minimize the challenges posed by demanding clients and repetitive tasks through our innovative client request portal and recurring checklists. Effectively track lost expenses while generating reports on clients, projects, and team performance to stay updated on deliverables. By assigning project leads and soliciting feedback on projects, you can streamline your operations. Additionally, you will benefit financially by cutting down on unnecessary overlapping software subscriptions currently utilized in your business. Capture lost expenses on job cards while identifying clients that are over-serviced, thus improving resource allocation. Our client request dashboard is designed to decrease phone calls and reduce back-and-forth communication in account management. This cloud-based software allows you to effortlessly add the website to your device's home screen for easy mobile access. While it was crafted to enhance workflow efficiency, when utilized effectively, it has the potential to transform into a source of revenue for your business. Boost your team's productivity and manage tasks with ease, ensuring that every aspect of your operations runs smoothly. Ultimately, this solution empowers you to enhance client satisfaction and optimize your business processes.

Description

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$18 per month
Free Trial
Free Version

Pricing Details

$32 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CanTicket

Founded

2021

Country

Australia

Website

www.canticketapp.com

Vendor Details

Company Name

Client Hub

Founded

2017

Country

United States

Website

clienthub.app

Product Features

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Digital Workplace

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

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