Name | Client Hub |
Overview | Client Hub is an innovative, cloud-based AI solution tailored for accounting firms. It facilitates efficient client communication and workflow management through its advanced client portal and mobile application. This platform empowers teams to manage client interactions seamlessly while leveraging AI technology for enhanced visibility and operational efficiency. Integrations with leading accounting software such as QuickBooks and Xero simplify the resolution of uncategorized transactions. Features such as automated email responses and customizable task checklists contribute to streamlined operations, while intuitive dashboards ensure that critical tasks aren’t overlooked, improving overall client experience. |
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Target audience | Accounting firms |
Pricing | Client Hub offers a Free trial model for new users. The following are the pricing packages:
**Pricing packages are subject to change. Verify latest pricing here. |
Tags | cloud-based communication, workflow management, accounting firm solution, AI Accounting assistant |
App available? | Yes |
Client Hub
Discover Client Hub, the ultimate cloud-based AI tool designed to optimize client communication and workflow management for accounting firms. Explore features, pricing, and benefits today!
Category: Accounting assistant
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