Research alternative solutions to Client Hub on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Client Hub include reliability and ease of use. The best overall Client Hub alternative is Canopy. Other similar apps like Client Hub are Karbon, TaxDome, Financial Cents, and SaasAnt Transactions. Client Hub alternatives can be found in Tax Practice Management Software but may also be in Other Finance & Admin. Software or Accounting Practice Management Software.
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
Karbon is an advanced workstream collaboration platform integrated with your email.
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
SaasAnt Transactions lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.
Finally, the solution to import your transactions. Convert CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QBO/QFX/OFX, QIF, IIF, CSV/Excel and import into QuickBooks, Quicken, Xero, and others 2021, 2020, 2019. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.
Uku is professional task management and billing software for accountants and service companies
Motus Bring Your Own (BYO) is a data-driven, configurable solution that helps employers provide equitable reimbursements based on living cost data for the business use of employee assets. Based on your needs, select from a range of program configurations including smartphone, tablet, broadband and home office reimbursements. - Smartphones & Tablets: Determine business-use rates that include hardware value and depreciation, monthly plan costs, state taxes and insurance (if applicable). - Broadband: Calculations include home internet costs tiered by speed, modem & hardware fees and regional taxes. - Home Office: Create programs for home office costs including square footage calculations, insurance, taxes, utilities, maintenance and mortgage or rent.
Quicken is a personal finance management tool that helps to organize and manage personal budgets.
Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.