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- 简介:
- Practice management and client portal for accounting firms, with AI email and search tools
- 收录日期:
- 2026年11月2日
- 网站:
- clienthub.app
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简介
当前简介使用原始语言（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.
- 收录日期
- 2026年11月2日
- 网站
- clienthub.app
- 价格模式
- Free Trial
产品信息
Client Hub 是什么？
Client Hub is an all-in-one practice management and client portal for accounting firms that centralizes communication, tasks and documents.
Client Hub 的核心功能
- Client portal
- Workflow management
- AI-powered tools
- QuickBooks and Xero integration
- Email and document management
- Client tasks and mobile app
Client Hub 的使用场景
- 1Centralizing client communication
- 2Managing workflows and tasks
- 3Drafting email replies automatically
- 4Sharing files securely with clients
- 5Getting an overview of firm operations
如何使用 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.
关于 Client Hub 的常见问题
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.
Client Hub 属于什么分类？+
Client Hub 归类于AI 工作流自动化、AI 会计。
Client Hub 的标签
ai accountingai email assistantai workflowGoodAI 徽章嵌入
