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AI Workflow Management: Streamlining Your Firm with Client Hub
AI and CRM are transforming businesses across industries, and accounting firms are no exception. Client Hub is a cloud-based AI tool specifically designed to revolutionize how accounting firms manage client communication and workflow. This powerful platform offers a modern client portal and mobile app, enabling teams to effortlessly oversee client interactions, task assignments, and progress updates. Client Hub's AI capabilities provide unparalleled visibility into all firm activities, boosting efficiency and ensuring nothing slips through the cracks. With seamless integrations with QuickBooks and Xero for uncategorized transaction resolution, automated email responses, and intuitive task checklists, Client Hub simplifies processes and saves valuable time. The user-friendly dashboards ensure a clear overview of all operations, enhancing client experience and fostering strong relationships. From secure messaging and file sharing to branded client portals, Client Hub empowers accounting firms to elevate their operations and provide exceptional service.
Pricing
Client Hub offers two pricing tiers: Standard and Premium. The Standard plan costs a set amount per user per month and includes basic features like workflow management and a client portal. The Premium plan, costing more per user per month, adds advanced features such as email sync and management, QuickBooks and Xero integration, time tracking, and Zapier integration. Both plans offer unlimited free client invitations and have no setup fees or minimum terms. You can choose between monthly or annual billing with a discount for annual payments. Here are the key takeaways: Two Pricing Tiers: Standard and Premium Standard Plan: Basic features + client portal, priced per user/month Premium Plan: Includes everything in Standard + advanced features (email sync, integrations, time tracking), priced per user/month No Setup Fees or Minimum Terms Unlimited Free Client Invitations Monthly or Annual Billing Options (annual billing discounted)
Subscription
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