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.