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Modern Practice Management built for Client Accounting Services.

Client Hub is all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. An amazing platform built for Cloud Accountants where workflow flows seamlessly across your team and your clients, saving you hours of time.
Client Hub
2017
United States
  • Accounting
1 Industry
  • English
1 Language
Industries
  • Accounting
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Blogs

Client Hub Core Features

Focus of Accounting Practice Management Feature
  • Budgeting
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Staff Management
  • Task Management
Focus of Accounting Feature
  • Bank Reconciliation
  • Financial Reporting
  • Fixed Asset Management
  • Project Accounting
  • Tax Management
Focus of Workflow Management Feature
  • Business Process Automation
  • Custom Dashboard
  • Forms Management
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration
Focus of Portal Feature
  • Access Control
  • Collaboration
  • Document Management
  • File Sharing
  • Records Management
  • Reports & Analytics

Client Hub Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Vendor pricing page
Plans & Packages
Standard
$35 Per Month

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