FOR IMMEDIATE RELEASE
JULY 27, 2022
Newport Beach, CA 92660
As part of its Digital Front Office Suite that’s helping accounting firms evolve in a digital-first world, CountingWorks PRO has released ClientHub. This new solution helps accounting and tax firms break down communication silos, save time, and build a more efficient practice—digitally.
Phone and email are the old ways to work. ClientHub allows firms to truly digitize their client communication and build deeper relationships. With this solution, they’ll have a more productive way to stay in sync with clients. In addition, they will be able to respond faster and simplify all their communication into one place instead of back and forth email strings that take days for closure. Features include:
Secure, Private Chat. Enables seamless collaboration between accounting teams and clients. Users can create mutual action plans, share files, and communicate with clients in one location.
Automated Scheduler. This helps firms avoid loss of clients because of slow back and forth emails. Now every client can schedule time on their calendar.
Video Meetings. No more multiple conference platforms and insecure Zoom meetings. Schedule video conferences in the same place client work happens.
“ClientHub doesn't just make it easier for firms—we do the same for firms’ clients which is why we had to make ClientHub’s features extend to document sharing and to-do lists,” said Lee Reams, CEO, CountingWorks.
Document sharing keeps everything organized for firms and clients. To-dos for accounting teams and clients can be tasked out so clients know what to do next—all from one centralized location.
“Firms will save time and minimize follow-up emails through using one location to share and request documents. On top of this, permission controls keep everything secure,” added Reams.
And finally, ClientHub by CountingWorks PRO keeps everything on brand with a personalized Client portal where firms can get work done from collaboration to document sharing.
Accounting and tax firms that are interested in building a connected client experience through ClientHub and the Digital Front Office are encouraged to sign up for a free trial at www.countingworkspro.com.