Client Hub
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About
Client Hub is an AI-powered practice management solution for bookkeeping and outsourced accounting firms, founded in 2017. It addresses common inefficiencies like scattered client communication, lack of workflow standardization, and poor visibility. The platform streamlines operations by integrating workflow management, client tasks, email management, and document management, reducing the need for multiple disconnected tools. Key AI features include AI-based client Books Review, magic email replies, and AI-generated workflows. It aims to deliver an amazing client experience, simplify complex tasks, and foster seamless collaboration between firms and their clients, leading to faster responses and improved productivity. The platform emphasizes its "Sophisticated Yet Simple" design, fair pricing, and strong customer support.
Platform
Features
• templates & esignatures
• time tracking & dashboards
• integrated document management
• quickbooks & xero integration
• ai-enhanced email management
• client task and communication management
• workflow and job management
• ai-powered month-end close reviews
Pricing Plans
Premium
USD79.00 / per month• Manage Workflow (Jobs)
• Assign client tasks
• QuickBooks and Xero integration
• Templates
• Dashboards
• Time Tracking
• Client notes
• Email sync and management
• AI-based client Books Review
• Magic Email Replies
Premium (Annual)
USD69.00 / per month (billed annually)• Manage Workflow (Jobs)
• Assign client tasks
• QuickBooks and Xero integration
• Templates
• Dashboards
• Time Tracking
• Client notes
• Email sync and management
• AI-based client Books Review
• Magic Email Replies
Recategorize Free
Free Plan• QuickBooks recategorization tasks
• Client tasks
• Conversations
• File manager
• Links to apps and resources
• Mobile app
• Xero recategorization tasks
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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