Running a firm shouldn’t feel like trying to keep a dozen balloons in the air at once. If you’re buried in messages, managing endless to-dos, and struggling to keep everything flowing smoothly, it’s time for a fresh approach for your firm.
Meet Client Hub—the all-in-one platform designed to streamline your workflow, boost productivity, and eliminate the everyday chaos of firm management. Think of it as your business’s autopilot, giving you a crystal-clear view of everything in motion and effortless management while keeping your team and clients in sync. Ready to reclaim your time and sanity? Let’s dive into the must-have features that make Client Hub a total powerhouse!
Instant Clarity: At-a-Glance Visibility Across Your Firm
One central dashboard where you can see everything happening in your firm—no more playing detective to track job statuses, client tasks, or time logs. Client Hub gives you a real-time, crystal-clear view of your entire workflow so you can stay ahead and stress less. It’s like having x-ray vision for your business!
Jobs Dashboard: Your Firm’s Mission Control
Juggling multiple client projects? No sweat! The Jobs Dashboard is your ultimate command center, keeping all projects, deadlines, and responsibilities organized and on track. No more chasing updates—just log in and see exactly where everything stands in a flash.
Why You’ll Love It:
- Color-coded tracking for instant job status updates
- Automated task assignments for smooth collaboration
- One-click progress updates so you’re never in the dark
Client Portal: No More Client Chaos!
Raise your hand if you’ve ever had to send way too many follow-up emails to clients. With the Client Portal, clients know exactly what they need to do and when—no more confusion, no more delays. They can upload docs, respond to requests, and check off tasks without ever leaving Client Hub.
Game-Changing Benefits:
- Automated reminders (so you don’t have to nag!)
- Client-friendly interface that makes it super easy to complete tasks
- Faster turnarounds so you can wrap up jobs quicker
QuickBooks Books Check: Simplify Your Financial Process
Managing client finances can be complex, but our new Books Review (beta) feature simplifies the process. Now, you can review QuickBooks Online data directly within Client Hub, making it easier to identify and resolve issues efficiently.
Key Benefits:
- Automated Activation: Once you connect a workspace to QuickBooks Online, Books Review is enabled automatically.
- Centralized Access: Located in the Firm-only section of the Clients & Workspaces page, it’s accessible exclusively to firm users.
- Comprehensive Issue Detection:
- Expense Inconsistencies: Identifies expenses categorized differently than the majority for a specific vendor over the past year.
- Missing Payees: Flags expenses without an assigned vendor or payee.
- Account Misclassifications: Detects expenses recorded in parent accounts instead of appropriate sub-accounts.
- Large Transactions: Alerts you to expenses exceeding $2,500, with customizable thresholds coming soon.
Client Details: Your VIP Client Rolodex
Forget messy spreadsheets and endless email searches—Client Details keeps all the essential information about each client in one easy-to-access place. From key contacts to important notes, everything you need is organized and right at your fingertips.
Why You’ll Love It:
- Instant Access: All your client details, just a click away.
- Smarter Communication: Impress clients by remembering the little things.
- Stay Organized: No more email digging—everything’s right at your fingertips.
Ready to Elevate Your Firm?
With Client Hub, you’re not just managing your firm—you’re running it like a pro. Simplify workflows, enhance client collaboration, and take back control of your time—all in one powerful platform.
Try it out today and see the magic in action!
Check out the full product tour here: Client Hub
Work smarter, not harder—because running your firm should feel like happy hour, not overtime!
Want to see Client Hub in action? Join us for the next Appy Hour! Register now to catch the latest episode, where we dive into real-life success stories and show you how to make the most of this game-changing platform. Don’t miss out—sign up here.