Tidyflow
Practice management platform for accounting firms combining workflows, client requests, document collection, time tracking, and billing.
Client Hub
Website: www.clienthub.app
Client Hub is a practice management platform that combines workflow management, task tracking, document exchange, and a client portal in one system. Its design emphasises the client-facing experience, giving accounting firms a branded interface for client interactions.
Firms use Client Hub to send document requests, collect files, assign client-facing tasks (like filling out tax organizers), and communicate with clients — all within the portal. Internally, it tracks job progress, team assignments, and recurring work. The platform aims to reduce the back-and-forth of email-based document collection by giving clients a single place to upload files and complete requests.
It is best suited for small to mid-sized firms that believe fast client responses are the key to efficient workflow — particularly bookkeeping and CAS practices, given its deep QuickBooks and Xero integrations.
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