Accounting Management
Trial Available
Additionally, Client Hub automates email responses and task checklists, simplifying processes and ensuring that nothing gets overlooked. The user-friendly dashboards provide a clear overview of all activities, saving time and enhancing the client experience. Other notable features include secure messaging, file sharing, and branded client portals, all designed to elevate the operations of accounting firms. With Client Hub, firms can expect to see improved client interactions, more efficient task management, and an overall enhancement in operational efficiency.
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Cloud-based platform
Client communication management
Workflow management
AI capabilities for activity visibility
Integration with QuickBooks and Xero
Automate client communication with personalized email responses.
Streamline task management with AI-powered checklists.
Enhance client experience by resolving uncategorized transactions.
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