nomoat / Client Hub / Alternatives

Alternatives to Client Hub

Client Hub: Turns client emails and messages into tracked tasks so accounting firms can chase info and close the month faster. Here are 3 other products that do a similar job.

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  Engager

  UK accounting firms use it to send proposals and engagement letters, onboard clients and run deadlines and tasks.

  Subscription · Practice management · Accountants and bookkeepers

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  Portal 360

  Practice management for Australian accountants and bookkeepers, covering client work, engagement letters and ATO mail.

  Subscription · Practice management · Accountants and bookkeepers

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  My Best Practice

  Health records for therapists covering session notes, treatment plans, booking, a client portal and insurance billing.

  Subscription · Practice management · Health and clinics