Client Hub Description

Accounting firms can now build better client relationships and unblock workflows by using our all-in one solution. No more blocked workflows due to clients not getting back to you. Our web and mobile apps make it easy for clients to communicate with us. No need to have a complex tech stack. Client Hub is a one-stop shop for client communication, workflow, client portal, file sharing and more. You can set jobs to recur. Automate Client Tasks and remind clients when they are due. Our favorite feature automatically creates Client Tasks using QuickBooks uncategorized transactions. We are specifically designed for cloud accounting and bookkeeping practices. We are focused on features that create a seamless workflow for your business. You can exchange files by mobile or drag-and drop, and organize via client-facing folders as well as internal folders.

Pricing

Pricing Starts At:
$32 per user per month
Pricing Information:
Billed annually
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Client Hub
Year Founded:
2017
Headquarters:
United States
Website:
clienthub.app

Media

Client Hub Screenshot 1
Client Hub Screenshot 1
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Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Customer Support
Online

Client Hub Features and Options

Digital Workplace Software

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

Client Hub Lists