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- Einführung:
- Practice management and client portal for accounting firms, with AI email and search tools
- Hinzugefügt am:
- 2. Nov. 2026
- Website:
- clienthub.app
Empfohlene Tools
Einführung
Beschreibung in der Originalsprache (English).
Client Hub is practice management software and a client portal built for bookkeeping and outsourced accounting firms. It combines workflows, client tasks, secure messaging, document sharing and email management, with deep QuickBooks and Xero integration. AI features draft email replies, generate task details and search files and emails.
- Hinzugefügt am
- 2. Nov. 2026
- Website
- clienthub.app
- Preismodell
- Free Trial
Produktinformationen
Was ist Client Hub?
Client Hub is an all-in-one practice management and client portal for accounting firms that centralizes communication, tasks and documents.
Kernfunktionen von Client Hub
- Client portal
- Workflow management
- AI-powered tools
- QuickBooks and Xero integration
- Email and document management
- Client tasks and mobile app
Anwendungsfälle für Client Hub
- 1Centralizing client communication
- 2Managing workflows and tasks
- 3Drafting email replies automatically
- 4Sharing files securely with clients
- 5Getting an overview of firm operations
Wie verwendet man Client Hub?
Connect your QuickBooks or Xero account, invite your team and clients, then manage workflows, share documents and communicate securely. AI features can help draft emails and set up tasks.
Häufige Fragen zu Client Hub
Who is Client Hub for?+
Bookkeeping firms, outsourced accounting firms, CFO services firms and accounting ProAdvisors.
Does Client Hub integrate with accounting software?+
Yes, with QuickBooks and Xero.
How does Client Hub use AI?+
To draft emails, generate workflows and search within files and emails.
In welcher Kategorie ist Client Hub?+
Client Hub ist unter KI-Workflow-Automatisierung, KI-Buchhaltung aufgeführt.
Tags für Client Hub
ai accountingai email assistantai workflowGoodAI-Badge einbetten
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