Client Hub

Client Hub is an AI-powered accounting practice management platform built specifically for firms offering small business client accounting or bookkeeping services. It unifies a client portal, workflow tracking, document management, and month-end close automation in one solution, eliminating the need for multiple disconnected tools.

Key Features

• AI-Powered Efficiency: Draft emails, generate workflows, and get instant answers from all your content with built-in AI.
• Deep Accounting Integrations: Two-way sync with QuickBooks Online and Xero, plus AI-based tools to close books faster and resolve uncategorized transactions.
• Client Portal: Branded, easy-to-use workspace where clients can upload files, answer requests, e-sign documents, and clear QuickBooks transactions—reducing email back-and-forth.
• Workflow Management: Organize work with customizable job checklists, time tracking, and internal notes, with visibility across your firm.
• Email Management: Save time with email summarization, tone adjustment, and AI-drafted replies.
• Dashboards: At-a-glance visibility into jobs, client tasks, and overall firm performance.

Who It’s For

Accounting firms, bookkeeping services, and outsourced CFO firms that manage multiple clients and want to streamline client communication, accelerate month-end close, and reduce tool overhead.

Key Benefits

• Unifies practice management, client portal, and month-end close in one solution
• Deep two-way QuickBooks and Xero integration with AI-driven bookkeeping automation
• AI features for drafting emails, generating workflows, and summarizing threads
• Simple per-firm user pricing with unlimited clients and storage