Imagine this: You’re juggling tax season deadlines, client requests, and last-minute doc uploads—and you’re still chasing down paperwork across email threads, cloud folders, and the depths of your Downloads folder. Sounds familiar?
Well, friend, breathe easy, because Client Hub’s Advanced Document Management is here to revolutionize how your firm handles documents—with less chaos, more control, and way more joy.
Secure and Organized File Sharing
Client Hub provides a centralized File Manager that ensures all your documents are organized and secure.
- Client-Specific File Portals: Each client has a dedicated workspace with shared folders, ensuring that files are organized and easily accessible.
- Internal Folders: Maintain internal documents separately from client-accessible files, keeping your team’s resources organized.
- End-to-End Encryption: All file transfers are encrypted, providing a secure environment for sensitive information. Check out here: Client Hub
Integrated Task Attachments
Enhance task management by attaching relevant documents directly to tasks. This integration ensures that all necessary information is available in context, reducing the need to switch between platforms.
Simplified File Collection
Collecting files from clients is seamless with Client Hub:
- Drag & Drop Uploads: Clients can easily upload files by dragging and dropping them into the platform.
- File Requests: Send file requests directly to clients, prompting them to upload the necessary documents.
Efficient File Management
Client Hub offers features to manage your documents effectively:
- Bulk File Actions: Move, download, or archive multiple files simultaneously, saving time and effort.
- Custom Folder Hierarchies: Create standardized folder structures across all client workspaces, ensuring consistency.
Enhanced Collaboration Features
Improve communication and collaboration with this tool:
- Client Notifications & Alerts: Clients receive email or push notifications for file requests and updates, keeping them informed.
Streamlined Document Signing
Facilitate document approvals with integrated eSignature capabilities:
- eSignatures & Form Filling: Signature requests are sent from Client Hub, with clients completing them via a connected e-signature tool—keeping approvals quick and organized.
Advanced Search and Integration
Leverage a powerful tool to find and manage documents efficiently:
- AI-Powered Magic Search (coming soon): Search within files and emails to locate information quickly.
Accessible Anywhere
Stay connected and manage documents on the go:
- Mobile App & Responsive Design: Access Client Hub from any device, ensuring flexibility and convenience.
- Deep QuickBooks Integration: Sync with QuickBooks to streamline financial workflows and data management.
Let’s Turbocharge Your Document Workflow!
Join us on the Appy Hour and get the scoop straight from the source! Each episode is packed with demos, real-life tips, and plenty of laughs with your favorite techy accounting nerds (yes, we said it).
Register now to save your seat for the next Appy Hour. You won’t want to miss it!
Because hey, your firm deserves tools that work for you—not the other way around. Cheers!