Client Hub: A Novel Approach to Client Tasks

Client Hub has taken a novel approach to the client tasks feature. It's built right into the firm's workflow, and a job in Client Hub you can have two type of tasks,. For example, got a monthly bookkeeping job? The firm creates a client task in that job that requests the bank statement from the client. That task automatically gets sent to the client when the job is supposed to start. Super smart firm always has the client docs before they need to even start work period.