Accountants know the road to success is paved with challenges, but Client Hub stands ready to smooth the path. That's why we're proud to be a key exhibitor and the Welcome Reception Sponsor at the 2024 Women Who Count Conference, organized by the Accounting & Financial Women's Alliance, from October 23-26 at the exquisite Westin Hilton Head Island Resort & Spa. Learn how our innovative approach helps overcome common hurdles in practice management. Elevate your practice by visiting our booth and connect with us for more insights! For further details, check this link: https://lnkd.in/g7upCx9 #WomenWhoCount #AFWA #ClientHub
Client Hub
Software Development
Ocala, Florida 876 followers
Client Hub is an award-winning practice management system for modern accounting/bookkeeping firms and their clients.
About us
Using the power of AI to empower Accountants and Bookkeepers: Client Hub is an award-winning practice management solution for modern accounting & bookkeeping firms and their clients. Client Hub is the right tool for the job, designed specifically for cloud-based accounting and bookkeeping practices that are looking to build better client relationships for a more profitable firm. With our all-in-one solution that combines task management and client communication in one place, accounting firms get what they need from clients to unblock workflow and get jobs completed on time. Client Hub was selected by the AICPA and CPA.com for its Startup Accelerator Program in 2019 and was named a Technology Innovation Award Finalist by CPA Practice Advisor in 2020.
- Website
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https://clienthub.app/#/
External link for Client Hub
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Ocala, Florida
- Type
- Privately Held
- Founded
- 2017
- Specialties
- client experience, cloud accounting, cloud accountants, accounting software, accounting apps, practice management, B2B SaaS, Client Portal, Workflow management, and Internal workflow
Locations
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Primary
Get directions
6160 SW Highway 200
110-582
Ocala, Florida 34476, US
Employees at Client Hub
Updates
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Are you and your accounting team spending a staggering 30% of your time just chasing clients for information? Discover how Client Hub is revolutionizing the game by reclaiming lost time through innovative client communication, document management, and internal workflow efficiencies. Dive into our blog to see how incorporating a single, secure platform like Client Hub could unlock new levels of productivity and client satisfaction for your firm. Read the full article: https://lnkd.in/eWjWvJUN #ClientHub #AccountingSuccess #Efficiency
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Streamline your workflow with our Autopilot feature, designed to automate the creation of Client Tasks within your internal Jobs seamlessly. Start by establishing a Job in the Internal Workspace. Then, navigate to the Task section and select the + Client Task option. Draft your Client Tasks and add them to the beginning of the Job by clicking the 'Add to Job' button. Engage the Autopilot by toggling its switch, setting the tasks to be automatically generated in the Client Workspace days in advance of the job start date. This feature ensures a smooth, automated process for recurring Jobs, making certain that all Client Tasks precede internal tasks based on your specified parameters! Learn more and enhance your efficiency: https://lnkd.in/eem7rfxb #ClientHub #WorkflowWednesday
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Open-mindedness is a strategic asset that propels accounting professionals ahead in an industry marked by rapid evolution! This readiness to learn, adapt, and innovate ensures personal career growth and enhances the value we deliver to our clients. Whether it's integrating AI into our workflows or navigating through new tax laws, an keeping an open outlook on things fosters resilience and leadership in facing the future of finance. #ClientHub #LeadershipInAccounting #FinTech
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We are so honored to be a recommended choice for US firms specializing in tax and/or bookkeeping as we move towards 2025 alongside esteemed peers! At Client Hub, we're here not just to be part of your toolset but to ensure your management system is always 𝒸𝑒𝓇𝓉𝒾𝒻𝒾𝑒𝒹 𝒻𝓇𝑒𝓈𝒽™. Share your experiences and choices below! 💙
34 practice management systems entered, only 9 remain, my top recommendations ✨PLUS✨ a quick way to get a rec personalized for your firm: If you're a 🇺🇸US firm that does tax and/or bookkeeping work, you should be entering 2025 on one of these 9 systems: Qount Karbon Canopy Firm360 TaxDome Client Hub Keeper.app Financial Cents Uku - Accounting Practice Management Software I put together a tool that will take this even further, giving you 1 top recommendation, and 2 secondary recommendations depending on the type of firm you run. Only takes a few minutes, no email required, find it here: https://lnkd.in/gni9vag9 Your PM is the most important tool in your firm 🧠 I burned 3 years of productivity choosing the WRONG system (Practice CS) because I got suckered by a sales person and the marketing trap of "integrations". I burned 4 years running my accounting practice on a mainstream tool (ClickUp) because I thought what I needed was the ultimate creative canvas (these are the people who will fight me most). Almost everyone I talk to has gone through this phase, and nearly all returned to industry tech. Also let me know below, what PM did you get? Agree or disagree? Is your PM 𝒸𝑒𝓇𝓉𝒾𝒻𝒾𝑒𝒹 𝒻𝓇𝑒𝓈𝒽™?
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Join Client Hub and Anchor for an exclusive VIP experience during Intuit Accountants' Intuit Connect and step into a realm of luxury and top-tier networking opportunities. This seamless service includes VIP airport pickup, Anchor's Lounge access for relaxation, an intimate Client Hub community event for valuable connections, comprehensive last day luggage solutions, and more surprises tailored just for you—all costs included. Engage with leaders, ignite discussions, and enjoy a stress-free stay. Limited spots available. RSVP now and transform your Intuit Connect journey into an unparalleled experience. RSVP now to confirm your exclusive access: https://lnkd.in/ebSmztQ9 #IntuitConnect #ClientHub #ElevateOthers #AnchorVIP #Anchor
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The cornerstone of our clients' success lies in the meticulous, forward-thinking approach that solid financial planning provides. This strategic framework allows for informed decision-making, resilience in the face of financial adversities, and a clear path towards achieving their short and long-term goals. And as finance professionals, our commitment should be to deliver comprehensive financial strategies and to ensure our clients' aspirations become attainable milestones. This dedication reaffirms our value and reinforces the trust placed in us as custodians of their financial well-being! #ClientHub #FinancialLiteracy #GoalSetting
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We're so proud to be part of your journey, Melissa! Your dedication to putting client experience at the heart of your operations is exactly what we stand for at Client Hub. It's amazing to hear how our software not only simplifies workflows but also enhances the overall service experience for both you and your clients. Here's to making accounting easy and efficient! ✨
Top 50 Women in Accounting Nominee | Money Tools for Your Trade. All-in-One Tax & Accounting for Home Improvement Businesses.
Here’s the hard truth. 👇 Many CPA firms are more focused on the operations of their firm, than on the experience of their clients. When I first started my firm, I quickly realized that there weren’t many firms out there that were truly centered around their clients. ✅ And making sure their clients were well taken care of. So, I made the conscious decision to ensure we focused on this. One of the ways we have done this is by using Client Hub 👉 If you haven’t heard of this, it’s software that empowers your clients, your team, and you. For my clients, they can easily upload documents to their portal within Client Hub. They can also communicate with me there. I love using software that makes not just my job and my team’s job easier but also my client’s job easier. At the end of the day, I want accounting to be easy for my clients. And with Client Hub, I can achieve that! What’s your favorite way to communicate with your accountant? PS - Looking to work with an accountant who makes things easy for you? Let’s chat! Book a call with me in the comments below. #accountingandaccountants #construction #constructionindustry #smallbusiness #business
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Tired of the endless chase for client information and documents? There's a spellbinding solution waiting for you at Intuit Accountants' Intuit Connect! Experience the enchantment of our client portal at Client Hub. Come find us at Booth #36 at the ARIA Las Vegas, from October 28-30, and learn how we can help you breeze through those bottlenecks. We can't wait to unveil the magic at our booth. Swing by and let's chat about revolutionizing your firm! Visit Intuit Connect's website for more details: https://lnkd.in/eWdH2X_P #IntuitConnect #ClientHub
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Even as dedicated accountants, taking time off during the weekend is crucial for our productivity and well-being. Let this post remind you that stepping away from the numbers for a couple of days helps sharpen our minds and restores our energy. Engage in activities that you love, connect with family and friends, and make sure to return refreshed for a productive week ahead. Here's to achieving a perfect balance between work and relaxation! #ClientHub #WorkLifeBalance #FridayFunday