You may have recalled us talking about this once-in-a-century shift that we’re in. The shift is impacting how prospects and clients interact with accounting firms and tax advisors. From remote work to digital transformation, the world as we know it is different.
So we first built the Digital Front Office—a platform that helps firms stay relevant in this new world. The Digital Front Office enables firms to digitize their entire front office for prospects and clients while improving their client relationships and profitability. But, alone, it was not enough—there needed to be a solution that held all communications together.
ClientHub allows you to truly digitize your client communication and build deeper relationships. Now you'll have a more productive way to stay in sync with clients. Respond faster and simplify all of your communication into one place instead of back and forth email strings that take days for closure.
Regain control of your inbox with secure, private chat, automated scheduler, and video meetings. And, turn your to-dos into ta-das with document sharing, to-do lists, and a branded portal.