Client Hub
AI tools that provide integrated transaction management and customer portals for accounting firms.
Introduction
All-in-one practice management & client portal for accounting firms with AI tools.
What is a Client Hub?
The Client Center is an integrated transaction management solution and customer portal software specifically designed for modern accounting firms. It streamlines work processes, ensures the security of client communications, and provides AI-powered tools. Its purpose is to help bookkeeping and outsourcing accounting firms increase the response time to client inquiries by up to 80%. Its features include AI-powered intelligent search, automatic email draft generation, task details auto-generation, deep integration with QuickBooks and Xero, workflow management, client task management, email management, and a mobile app.
How to use Client Hub?
The Customer Center enables centralized communication and task management. Connect your QuickBooks or Xero account, invite your team and clients to start managing work processes, sharing documents, and communicating securely through the platform. Leverage AI features to automate tasks and enhance efficiency.
The core functions of Client Hub
Customer Portal
Workflow management
AI-powered tools
Integration of QuickBooks with Xero
Email Management
Document management
Customer Task
mobile application
Workflow management
AI-powered tools
Integration of QuickBooks with Xero
Email Management
Document management
Customer Task
mobile application
Visits：7
Updated：2026-11-07
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