Transform Your Firm’s Client Communication & Workflow

Bring every client conversation, task, and deliverable into one simple, organized workspace, so nothing slips through the cracks.

The Client Hub Difference

• One shared place for client communication. Keep every client message, task, and file organized in a single, firm-wide workspace.
  
• Clear ownership and accountability. See who’s responsible for what, what’s waiting on clients, and what’s already done.
• Structured client workflows. Turn requests into clear, repeatable tasks for  month-end close, tax season, and more.
• Internal collaboration without extra emails. Add notes, assign next steps, and keep context with the work — not buried in inboxes.
• Faster, easier client responses. Clients always know where to go and what’s needed, so work keeps moving.
• AI-powered efficiency built in. Draft replies, summarize conversations, and create workflows in less time.