Client Hub
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About
Client Hub is an accounting practice management solution that empowers your firm with AI. Features include AI-based client books review, magic email replies, auto-drafting of emails and auto-generation of task details. It streamlines workflow, client communication, and data cleanup with deep QuickBooks and Xero integrations. Client Hub provides a client portal, document management, time tracking, and more. It helps manage work across teams with workflow checklists and team collaboration.
Platform
Features
• magic workflow
• auto-generate task details for jobs
• auto-draft email replies
• magic email features - summarize threads, draft replies for you and adjust email tone
• ai generate your workflows
• ai draft your emails
• magic email replies
• ai-based client books review
Pricing Plans
PREMIUM
$79.00 / per user per month• Manage Workflow (Jobs)
• Assign clients their tasks
• QuickBooks and Xero integration
• Templates
• Dashboards
• Time Tracking
• Client notes
• Email sync and management
• AI-based client Books Review
• Magic Email Replies
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Free PlanJob Opportunities
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