How much time do you waste chasing clients for missing information? Traditional workflow systems are built for internal teams only. So work often get stuck waiting for client responses.
Client Hub is the workflow solution built for your team and your clients. And that is a game changer for modern accounting firms.
Your team's work is organized into jobs in the internal workspace, which is visible to your team, not to your clients. This is where your team manages one-off and recurring jobs with easy to follow checklists, instructions and internal notes. Your team collaborates with clients in the client workspace, which is shared with your clients.
This is where your team can securely message clients, assign tasks, share files, and provide links and resources.
Dashboards provide an at a glance, visibility into jobs and client tasks across your firm.
Client Hub is just as easy to use for clients. From the Client Workspaces clients can receive and send messages, upload, and download files, complete tasks and access bookmarks and resources.
They can do all of this from their computer or their mobile device with the Client Hub mobile app, which makes it easy for your clients to connect with your team and respond to your requests at any time from anywhere. With Client Hub, your team feels empowered and never chases clients for missing info.
And your clients love their experience with your firm. Start your 14 day free trial today at clienthub.app.