Client Hub is purpose-built for cloud accounting and bookkeeping practices that want to keep client requests, internal workflows, documents, and communication in one streamlined system. It is an “all-in-one” firm hub—combining practice management fundamentals with bookkeeping workflows and AI helpers aimed at reducing the friction of close and cleanup work. Consolidate client collaboration with a portal + secure communication so requests don’t get lost in inbox chaos. Track workflows and deliverables to reduce dropped tasks and improve accountability across the team. Speed bookkeeping and close work with built-in workflows and integrations (including QuickBooks Online/Xero messaging on the site). Use AI features to draft emails, summarize threads, and generate workflows.
