Client Hub is an AI-powered accounting and client management platform designed to simplify business operations. It centralizes workflow, client communication, and task tracking while enabling secure document sharing via a mobile portal. AI features like Magic Replies and Magic Books Review automate emails and financial checks, saving time and reducing errors. With QuickBooks Online and Xero integrations, accounting becomes seamless. Time tracking and dashboards provide clear insights into productivity, making it ideal for accounting firms, consultants, and professionals seeking efficiency and better client service.

Key Features:

• Workflow management for teams and clients

• AI-powered email drafting with Magic Replies

• AI-assisted books review with Magic Books Review

• Deep integrations with QuickBooks Online and Xero

• Secure document & file sharing with mobile client portal

• Time tracking and performance dashboards

Industries:

• Accounting & Finance

• Consultancy & Professional Services

• Small and Medium Businesses

• Freelancers & Independent Contractors

• Client Management Teams

Client Hub is ideal for businesses seeking a centralized solution for accounting and client management. It simplifies workflows, enhances communication, and reduces repetitive manual tasks. Accounting teams can use Magic Books Review to quickly analyze financial statements and spot errors. Consultants can manage client tasks and deadlines efficiently using the platform. AI-assisted Magic Replies help teams respond to clients professionally and promptly. Deep integrations with QuickBooks Online and Xero ensure smooth data synchronization. Time tracking and dashboards allow managers to monitor progress and productivity. Mobile access ensures teams can collaborate from anywhere. It improves efficiency, reduces errors, and strengthens client relationships. Freelancers and small business owners benefit from professional tools previously only available to large firms. Client Hub provides a modern, scalable solution for growing businesses. It also enhances reporting accuracy and decision-making. Overall, it is a one-stop platform for streamlined client and accounting operations.