What is Client Hub?
Client Hub is an all-in-one practice management and client portal platform for accounting firms. It integrates AI tools with a secure interface to streamline workflows from onboarding to delivery, centralizing project management, time tracking, billing, and client communication.
How to use Client Hub?
First, onboard clients with secure profiles. Next, use customizable project templates for engagements. Communicate through the portal, requesting documents and receiving approvals. AI tools automatically sort documents and flag discrepancies. Finally, use integrated time tracking and billing to generate invoices.
Core features of Client Hub?
- Secure Client Portal: Branded encrypted space for uploads and messaging
- AI-Powered Automation: Automates data entry, categorizes transactions
- Advanced Project Management: Customizable workflows with deadline alerts
- Centralized Document Management: Secure repository with version control
- Integrated Time Tracking & Billing: Track hours and generate invoices

