G2

Judie M.

Co-Founder

Small-Business (50 or fewer emp.)

6/5/2024

"BEST Productivity app for accountants and bookkeepers"

5/5

What do you like best about Client Hub?

The client task feature makes it easy to track items we are waiting on for clients and makes it easy for them to reply. There are so many cool automations to help eliminate things from falling through the cracks and their AI tools and QuickBooks Online integration top it all off to round out as a complete practice management solution. Review collected by and hosted on G2.com.

What do you dislike about Client Hub?

There is nothing I dislike about the product or the customer service. Review collected by and hosted on G2.com.

What problems is Client Hub solving and how is that benefiting you?

We wasted a lot of time chasing clients for information, a huge disruptor of our internal workflow. The client task feature with auto pilot helped automate the request process and made it easy to track client responses. We had previously used another client portal solution but client adoption was low because the portal offered very little value to the client. Our clients love the Client Hub portal and mobile app so we get responses much quicker and can be more productive and less stressed. Review collected by and hosted on G2.com.