Client Hub

Client Hub is an all-in-one practice management and client portal platform built specifically for modern bookkeeping and outsourced accounting firms. It streamlines your workflows, secures client communication, and puts AI-powered tools to work on the tasks that slow teams down the most. AI Magic Search surfaces answers instantly, auto-draft email replies reduce back-and-forth, and auto-generated task details save hours of administrative work every week. Deep integrations with QuickBooks and Xero keep your data in sync, while workflow management, client task tracking, email management, and a mobile app ensure nothing slips through the cracks. The result: your firm gets client answers 80% faster, your team works smarter, and your clients get a consistently professional experience.