Client Hub Product Information
What is Client Hub?
A Better Accountant Workflow and Client Portal solution -- Workflow Management, Secure File Sharing, Client Messaging, and More.
How to use Client Hub?
Easily manage workflow, client communication, and more with Client Hub. Simply set up your business, tailor it to your needs, and have your clients download the app. Client Hub provides a modern client portal and mobile app for your clients and full visibility for your team. It also comes with AI superpowers built-in for enhanced productivity.
Client Hub's Core Features
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Workflow Management
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Secure File Sharing
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Client Messaging
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AI Superpowers
Client Hub's Use Cases
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#1
Client Hub is designed specifically for modern cloud accounting firms. It helps streamline client communications, manage workflow efficiently, and provides a branded client experience. Whether you need to resolve uncategorized transactions, track time, or integrate with QuickBooks or Xero, Client Hub has got you covered.
FAQ from Client Hub
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What are the benefits of using Client Hub?
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Client Hub allows your firm to efficiently manage workflow, client communication, and provide a modern client portal experience. With AI superpowers, you can automate tasks and enhance productivity. It also offers seamless integrations with QuickBooks and Xero.
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How does Client Hub improve client communication?
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Client Hub provides email integration, secure messaging, and awesome mobile apps, ensuring that your clients respond in a timely manner. It also offers powerful client tasks and integrations with QBO/Xero to resolve uncategorized transactions.
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Can Client Hub help me save time and money?
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Absolutely! Client Hub eliminates the need for multiple tools by providing an all-in-one solution. It offers features like workflow management, client portal, file sharing, and client communication in a single platform. This saves time and increases efficiency.
Client Hub Analytic
Client Hub Website Traffic Analysis
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Visit Over Time
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Monthly Visits
23.9K
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Avg.Visit Duration
189.54
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Page per Visit
3.49
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Bounce Rate
28%
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Jan 2024-Jun 2025 All Traffic
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Geography
Top 5 Regions
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India
315
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Canada
623
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Mexico
336
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United States
21655
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United Kingdom
501
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Jan 2024-Jun 2025 Desktop Only
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Traffic Sources
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Mail
11
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Direct
17K
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Search
5K
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Social
424
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Referrals
1.3K
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PaidReferrals
79
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Jan 2024-Jun 2025 Desktop Only
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Client Hub Launch embeds
Use website badges to drive support from your community for your Toolify Launch. They're easy to embed on your homepage or footer.
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Alternative of Client Hub
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Manage all finances & assets in one place with AI
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Customizable accounting solutions for seamless platform integration.
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Tax management and accounting solution for freelancers.
Direct(37%)
Search(58%)
Referrals(3%)
Client Hub Reviews (0)
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