🚀 Explore Guide: Getting Started with Client Hub ( need to add correct links)

🔧 Set Up Your Firm for Success

• ✅ Create Jobs from Templates

  Or use Magic Workflow to streamline repetitive tasks.

• ✅ Connect Your Email Inbox

  Sync with your Google or Microsoft account to manage client communications right inside Client Hub.

  → Google setup guide

  → Microsoft setup guide

• ✅ Use Magic Reply

  Respond faster and smarter to client emails with AI-powered suggestions.

📁 Collaborate with Clients Effortlessly

• ✅ Invite Client Users

  Give your clients access to their dedicated workspace.

  → How to invite

• ✅ Client Tasks & Messaging

  Send requests, reminders, and have real-time conversations in one place.

• ✅ File Manager

  Securely share and organize files between your team and clients.

• ✅ Client Portal

  A centralized hub where your clients can view messages, complete tasks, upload documents, and more.

📊 Manage Internal Workflows & QuickBooks Integration

• ✅ Internal Jobs Dashboard

  Keep tabs on all client work — no more missed deadlines or things slipping through the cracks.

  → How to create a Job

• ✅ Books Review (Beta)

  Review uncategorized transactions directly from QuickBooks Online.

• ✅ QuickBooks Integration

  Connect your client’s QBO account to streamline communication around financial data.

  → How to connect

💼 Want to Fast-Track Your Setup?

• 📘 Review the Quick Start Guide
• 🧑‍🏫 Explore Concierge Onboarding Options
• 📺 Subscribe to our YouTube Channel for step-by-step tutorials

Client Hub makes it easier to manage your firm, stay on top of tasks, and deliver an amazing client experience — all in one place.

Start exploring and unlock the full power of your firm!Your all-in-one platform to collaborate, organize, and automate your firm’s workflow.