WEBVTT

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This file was generated by Descript <www.descript.com>

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How much time do you waste chasing
clients for missing information?

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Traditional workflow systems are
built for internal teams only.

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So work often get stuck
waiting for client responses.

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Client Hub is the workflow solution
built for your team and your clients.

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And that is a game changer
for modern accounting firms.

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Your team's work is organized into jobs
in the internal workspace, which is

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visible to your team, not to your clients.

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This is where your team manages
one-off and recurring jobs

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with easy to follow checklists,
instructions and internal notes.

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Your team collaborates with
clients in the client workspace,

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which is shared with your clients.

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This is where your team can securely
message clients, assign tasks, share

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files, and provide links and resources.

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Dashboards provide an at a
glance, visibility into jobs and

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client tasks across your firm.

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Client Hub is just as
easy to use for clients.

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From the Client Workspaces clients
can receive and send messages, upload,

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and download files, complete tasks
and access bookmarks and resources.

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They can do all of this from their
computer or their mobile device with

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the Client Hub mobile app, which makes
it easy for your clients to connect

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with your team and respond to your
requests at any time from anywhere.

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With Client Hub, your team feels empowered
and never chases clients for missing info.

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And your clients love their
experience with your firm.

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Start your 14 day free trial
today at clienthub.app.