Jun 11
Big updates coming your way! Client Hub’s enhanced Job Workflows could give firms more control over task visibility and job ownership.
Read the article about it here! clienthub.app/blog/enhanced-…
#ClientHub #AccountingWorkflow
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Jun 11
Know a firm that could use #ClientHub? 💙 Share your unique referral tracking coupon code through our Referral Partner Program! New customers save on their first month & you can earn a reward after they subscribe.
Log in to the app and click Referral Program for more details.
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Jun 10
Want client convos inside one centralized software? #ClientHub has you covered! 💬
The conversations feature gives firms and clients one place for messages beside the work itself, helping reduce scattered updates across different apps and giving your firm better visibility.
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Jun 8
The newest #ClientHub Jobs enhancements bring clearer ownership, smarter dependency tracking, and improved visibility into blocked work! We've made these changes to help your teams stay connected to what matters most.
Watch the demo here: youtu.be/DirGjZjcJeY
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Jun 3
That's a wrap on the Intelligent Firm Summit. 🎉
Thank you to everyone who joined us and to our incredible speakers and guests. This community is the best.
See you at the next one! 👋
#IntelligentFirmSummit #ClientHub
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Jun 3
June is the perfect time to spice up your workflow! 🌶️ Try Client Hub today and keep client requests, reminders, files, emails, and tasks connected in one workspace.
#ClientHub #Accounting #Bookkeeping #AccountingTech
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Jun 2
It's summit day! ✨
The Intelligent Firm Summit kicks off at 12pm ET today.
Still time to join: us02web.zoom.us/webinar/regi…
See you in the virtual lobby at noon. 👋
#IntelligentFirmSummit #ClientHub
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May 30
A few days left until the Intelligent Firm Summit goes live. 🗓️
Free. Virtual. Five sessions worth showing up for. Plus CPE credits!
June 2nd, 12–4pm ET — grab your spot here: us02web.zoom.us/webinar/regi…
#IntelligentFirmSummit #ClientHub
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May 28
Implementing a centralized accounting tech could help remote accounting teams stay aligned and keep work moving with fewer delays.
Check out our article for workflow ideas your firm might want to test: clienthub.app/blog/centraliz…
#ClientHub #RemoteAccounting #PracticeManagement
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May 28
What makes #ClientHub stand out? ❓
Simple: QBO Magic Books Review, connected email workflows, automated reminders, and an intuitive workspace built for accounting and bookkeeping firms. 😉
clienthub.app
#ClientHub #WorkflowWins #PracticeManagement
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May 26
Efficiency creates capacity, not revenue.
Dyanna Salcedo (CEO, The CFO Project) is joining the #IntelligentFirmSummit to talk about converting better operations into actual revenue growth.
June 2nd, 12–4pm ET: us02web.zoom.us/webinar/regi…
#ClientHub #FirmGrowth
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May 25
May this Memorial Day bring time to reflect and remember the service and sacrifice honored today. 🇺🇸
From all of us at Client Hub, we’re wishing everyone a meaningful holiday.
#ClientHub #MemorialDay
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May 23
Sharrin Fuller built an accounting firm and sold it for $2M. Now she helps others do the same.
She's joining us at the Intelligent Firm Summit to talk client management skills.
June 2nd, 12–4pm ET. Free CPE eligible: us02web.zoom.us/webinar/regi…
#ClientHub #FirmGrowth
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May 22
Did you know? Time tracking could help firms spot workload trends and improve planning.
Check out our article for a realistic look at the pros, tradeoffs, and workflow impact: clienthub.app/blog/time-trac…
#ClientHub #AccountingWorkflow #TimeTracking #SmartFirms
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May 22
ClientHub — A modern client portal SaaS template for agencies and service teams. 👇
framer.com/marketplace/templ…
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Freelancers: stop sending clients Dropbox links. ClientHub gives you a branded portal for invoices, files, and messages. $19/month. clienthub.polsia.app
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May 21
A smoother workflow usually starts long before month-end. 📚 Discover how client education helps accounting firms create steadier close cycles! #ClientHub #ClientEducation #FirmGrowth
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May 19
Excited to have Blake Oliver joining us at the #IntelligentFirmSummit.
CPA. Co-host of the Cloud Accounting Podcast. He's talking AI and what it actually means for your firm — not the hype version.
June 2nd, 12–4pm ET. Free CPE eligible: us02web.zoom.us/webinar/regi…
#ClientHub
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May 18
We know that Monday follow-ups can pile up fast. 😭 That's why with #ClientHub, accounting firms can keep reminders, Client Tasks, email conversations, and Magic Books Review work connected in one place. Make Mondays feel smoother with Client Hub!
clienthub.app
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