Client Hub
Empowering accounting firms with AI, Client Hub revolutionizes client interactions. By automating task management and communication, it ensures no client requests are overlooked. Features like Magic Search, auto-drafted replies, and seamless QuickBooks integration streamline workflows, enhancing data quality and facilitating smooth collaboration between clients and accountants.
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Top Client Hub Features
- AI-powered client request tracking
- Magic Search across files
- Auto-draft email replies
- Auto-generate task details
- Deep QuickBooks integration
- Month-end review automation
- Automated task management
- Client communication via apps
- Eliminate cluttered email boxes
- One-stop-shop for workflows
- Recurring job setup
- Automated client task reminders
- QuickBooks uncategorized transaction tasks
- Mobile file exchange
- Drag-and-drop file sharing
- Organize client-facing folders
- Internal folder organization
- Frictionless workflow design
- Cloud accounting focus
- Streamlined client relationships.
