.svg "Client Hub - Light Backgrounds (1)")
Transform Your Firm’s Client Communication & Workflow
A personalized walk-through mapped to your firm's needs, followed by a guided 14-day trial.
.png?width=700&height=394&name=_Mobile%20App%20(1).png "_Mobile App (1)")
The Client Hub Difference
- Every client communication becomes a tracked action. Client Hub's AI turns emails, messages, and meeting transcripts into clear next steps automatically.
- Clients respond the first time, not the third. A simple, mobile-first client experience means requests don't sit in inboxes and your team stops chasing.
- Core workflows run in the platform. Month-end close, financial reports, and document collection, all synced two-way with QuickBooks Online and Xero.
- One workspace. Full visibility. Every client, task, file, and conversation lives in one shared place, so your team always knows exactly what's waiting on whom.
Every Plan Includes Hands-On Onboarding
We don't hand you a login and wish you luck. Here's exactly what happens after your demo.
.png?width=200&height=200&name=Benefits%201%20(1).png "Benefits 1 (1)")
.png?width=200&height=200&name=Benefits%201%20(2).png "Benefits 1 (2)")
.png?width=200&height=200&name=Benefits%201%20(3).png "Benefits 1 (3)")
Personalized Demo
A detailed walk-through of Client Hub mapped to your firm's services, tech stack, and pain points. No generic feature tour.
Guided 14-Day Trial
Hands-On Support
A direct line to our team throughout your subscription. We've helped hundreds of firms make the switch, and we know what to watch for in your transition.
Don't Just Take Our Word for It
"Client Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!"
"Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!"
"Client Hub is SO easy to set up and tailor is to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game."