Client Hub

United States HQFounded 2017

Deployment

Web-basediPhone/iPadAndroid

Best for

Medium

Overview

About Client Hub

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.

At a glance

Software information

Industries served, licensing and the support Client Hub provides.

Industries

  • Accounting

Licensing

  • Open Source
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Blogs
Languages (1)
English
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Capabilities

Client Hub features

The full feature set, grouped by module.

Accounting Practice Management Software

  • Budgeting
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Staff Management
  • Task Management

Accounting Software

  • Bank Reconciliation
  • Financial Reporting
  • Fixed Asset Management
  • Project Accounting
  • Tax Management

Workflow Management Software

  • Business Process Automation
  • Custom Dashboard
  • Forms Management
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration

Portal Software

  • Access Control
  • Collaboration
  • Document Management
  • File Sharing
  • Records Management
  • Reports & Analytics

Plans

Client Hub pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days
Standard$35 / month

Media

Screenshots & video

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