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- Présentation:
- Practice management and client portal for accounting firms, with AI email and search tools
- Ajouté le:
- 2 nov. 2026
- Site web:
- clienthub.app
Outils à la une
Présentation
Description affichée dans sa langue d’origine (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.
- Ajouté le
- 2 nov. 2026
- Site web
- clienthub.app
- Modèle tarifaire
- Free Trial
Informations produit
Qu’est-ce que Client Hub ?
Client Hub is an all-in-one practice management and client portal for accounting firms that centralizes communication, tasks and documents.
Fonctionnalités principales de Client Hub
- Client portal
- Workflow management
- AI-powered tools
- QuickBooks and Xero integration
- Email and document management
- Client tasks and mobile app
Cas d’usage de Client Hub
- 1Centralizing client communication
- 2Managing workflows and tasks
- 3Drafting email replies automatically
- 4Sharing files securely with clients
- 5Getting an overview of firm operations
Comment utiliser 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.
Questions fréquentes sur 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.
Dans quelle catégorie se trouve Client Hub ?+
Client Hub est répertorié dans Automatisation de flux IA, Comptabilité IA.
Tags de Client Hub
ai accountingai email assistantai workflowIntégration du badge GoodAI
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