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Client Hub has proven to be an invaluable tool for users seeking to streamline communication and document sharing with their clients. With …
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Product Details
- About
- Tech Details
What is Client Hub?
Client Hub Features
- Supported: Calendar Management
- Supported: Contact Management
- Supported: Task Management
- Supported: Document Management
- Supported: Project Management
- Supported: Client Management
- Supported: Client Portal
- Supported: Due Date Tracking
- Supported: For CPA Firms
- Supported: Staff Management
- Supported: Activity/News Feed
- Supported: Communication Management
- Supported: File Sharing
Client Hub Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Client Hub has proven to be an invaluable tool for users seeking to streamline communication and document sharing with their clients. With the software, users have found it much easier to share important documents and communicate effectively, saving time and improving organization. Users have praised Client Hub for its ability to assist them in learning about bookkeeping and categorizing expenses, even if they had no prior knowledge in these areas. This has been particularly valuable for users who are looking to expand their skill sets and provide a more comprehensive service to their clients.
One of the standout features of Client Hub is its recurring client tasks feature, which has greatly benefited both users and their clients. By automating email reminders and information requests, users no longer need to manually follow up with clients, saving time and effort. The workflow and organization features of Client Hub have also received high praise from users, as it helps them stay organized and keeps their clients on track. Additionally, the separation of client chat from texts has prevented crucial information from getting lost or forgotten, improving communication clarity.
Users have experienced a significant reduction in their inbox volume since utilizing Client Hub, as communications with clients are no longer lost in emails. This has greatly improved efficiency and eliminated the frustration that comes with searching through old email threads for important information. Moreover, onboarding new clients has become much easier thanks to the streamlined communication provided by Client Hub.
Whilst support may require some follow-up, users have generally found the support team to be responsive with a 24-hour turnaround time. This level of support has helped users feel confident in using Client Hub and has contributed to their overall satisfaction with the software. Not only do users feel more connected to their clients since using Client Hub, but clients themselves have also reported better communication experiences with their service providers.
Overall, with its outstanding support and continuous improvement, Client Hub has proven itself to be an essential tool for businesses looking to enhance client communication and organization. The convenience of having everything in one place, the clarity and customization of the software, and the tasks panel for tracking pending items have all contributed to making Client Hub an invaluable asset for both users and their clients.
Comprehensive Tracking: Users have appreciated the comprehensive capabilities of Client Hub, stating that it accurately tracks assignments and tasks. Several reviewers have mentioned that compared to other software solutions they have explored, Client Hub stands out in its ability to provide accurate tracking.
Impressive Demonstrations: Reviewers found the demonstrations of Client Hub's functionalities to be impressive. They attribute this positive experience to the Strategic Account Executive at Client Hub who did a great job explaining how the software could benefit their company in layman's terms. This has helped users understand the value proposition of Client Hub more effectively.
User-Friendly Interface: Many users praised the user-friendly interface of Client Hub, mentioning that it is visually appealing and easy to navigate. This has made it quick for them to learn and use the software efficiently for managing monthly and daily tasks for their clients.
Limiting Mobile App: Some users have expressed dissatisfaction with the mobile app, stating that it lacks certain features such as file sharing and access to client tasks. They feel restricted by its limitations compared to the desktop app, which they perceive as more robust.
File Management Restrictions: Reviewers have mentioned frustration with the inability to move files or make changes within folders in Client Hub. While they acknowledge the security restrictions behind this limitation, they still find it inconvenient and would appreciate more flexibility in managing their files.
Delays in Conversations: Several users have reported experiencing delays in conversations within the mobile app. They find that messages take longer to load and respond to compared to the desktop version. This delay can sometimes hinder efficient communication and workflow for these users.