Client Hub:

A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.

Client Hub offers a comprehensive solution for accountants to manage workflows, securely share files, and communicate with clients effectively. It is designed to streamline operations and enhance efficiency in accounting firms.

Client Hub Key Features

  • Workflow Management

    Enables efficient management of accounting workflows, helping to streamline tasks and improve productivity.

  • Secure File Sharing

    Provides a secure platform for sharing sensitive financial documents with clients, ensuring data protection.

  • Client Messaging

    Facilitates direct communication with clients within the platform, enhancing collaboration and response times.

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Information based on website data from: Fri Sep 26 2025

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