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AI Accounting Assistant

Client Hub

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Introduction:

Streamline your accountant workflow with our all-in-one solution that includes a seamless client portal and additional powerful features. Maximize efficiency and enhance collaboration in your financial management processes.

Added on:

January 25 2024

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AI Accounting Assistant

Client Hub Product Information

What is Client Hub?

Enhance Your Accounting Efficiency with Our Comprehensive Workflow and Client Portal Solution — Featuring Workflow Management, Secure File Sharing, Client Communication, and More!

How to use Client Hub？

Streamline your workflow and enhance client communication effortlessly with Client Hub. Just configure your business to suit your specific needs and encourage your clients to download the app. Client Hub offers a cutting-edge client portal and a user-friendly mobile app for your clients, ensuring complete transparency for your team. Plus, with built-in AI features, you can boost productivity like never before.

Client Hub 's Core Features

Workflow Management

Secure File Sharing

Client Messaging

AI Superpowers

Client Hub 's Use Cases

Client Hub is designed specifically for modern cloud accounting firms. It helps streamline client communications, manage workflow efficiently, and provides a branded client experience. Whether you need to resolve uncategorized transactions, track time, or integrate with QuickBooks or Xero, Client Hub has got you covered.

FAQ from Client Hub

What are the benefits of using Client Hub?: Client Hub allows your firm to efficiently manage workflow, client communication, and provide a modern client portal experience. With AI superpowers, you can automate tasks and enhance productivity. It also offers seamless integrations with QuickBooks and Xero.
How does Client Hub improve client communication?: Client Hub provides email integration, secure messaging, and awesome mobile apps, ensuring that your clients respond in a timely manner. It also offers powerful client tasks and integrations with QBO/Xero to resolve uncategorized transactions.
Can Client Hub help me save time and money?: Absolutely! Client Hub eliminates the need for multiple tools by providing an all-in-one solution. It offers features like workflow management, client portal, file sharing, and client communication in a single platform. This saves time and increases efficiency.

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