Client Hub

Core features

• ✦Client Portal
• ✦Workflow Management
• ✦AI-Powered Tools
• ✦QuickBooks and Xero Integration
• ✦Email Management
• ✦Document Management
• ✦Client Tasks
• ✦Mobile App

Use cases

• →Streamlining client communication
• →Managing workflows and tasks
• →Automating email responses
• →Securing file sharing with clients
• →Improving data quality with QuickBooks and Xero integration
• →Gaining a bird's-eye view of firm operations

Pricing

• PREMIUM (Annual Billing): $69 per user per month
• PREMIUM (Monthly Billing): $79 per user per month

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