Client Hub – Client Management for Accountants

Centralized client management for accounting firms. Organize documents, communications, and engagement tracking in one secure client portal.

Every client in one secure portal

• Centralized client records, documents, and communication history
• Engagement tracking so the whole team sees status at a glance
• Automated onboarding: checklists, welcome emails, and document requests generated for each new client
• A secure client portal for sharing files and collecting what you need

Onboarding that used to take days completes in minutes, and nothing falls through the cracks because every client interaction lives in one place.

One record per client, shared by the whole firm

Client Hub keeps a single, permanent record for each client: entity details, registrations and tax IDs, key contacts, engagement history, documents, and every message exchanged. Anyone on the team who picks up the account — for a query, a review, or a handover — sees the full context immediately, so clients stop repeating themselves and juniors stop interrupting partners to ask where things stand. AI agents draw on the same record, which is why work done in month one makes month twelve faster.

A portal clients actually use

Clients get a clean, secure portal for the things they need: uploading requested documents, e-signing letters, checking the status of their filings, and messaging your team — without attachments lost in email threads. Access is permissioned per client and every action is logged, so confidentiality holds even as the firm scales from dozens of clients to hundreds. Firms replacing a patchwork of shared drives, WhatsApp threads, and spreadsheets typically consolidate onto Client Hub in under a week.