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AccountingHub Review
What is AccountingHub?
AccountingHub is a practice management software for accountancy firms and individual accountants, enabling users to interact and engage their clients online. The software comes with a document management capability with a digital signature feature that allows them to upload and share documents securely.
Users can build custom forms to collect client information with automated reminders, which means no more manual following up on missing details and incomplete information. With AccountingHub, users can easily monitor ongoing work and are notified automatically notified of key dates.
The software is integrated with task management and scheduling features. Integration with Companies House API lets them add task automatically, ensuring they don’t miss critical appointments, deadlines, and milestones.
Show MoreOverview of AccountingHub Benefits
AccountingHub provides you with simple and intuitive accounting practice management platform that simplifies the way you manage and organize your clients’ information, gives you access to important tasks, dates, and documents from anywhere, and ensures that all your tasks are monitored and completed.
Everyone is going online and so should you. With AccountingHub, you can easily communicate with your clients online. This makes it easy to get their schedule, make and confirm appointments, and ask for documents and files among others. You can share documents of any size effortlessly. The digital signature feature lets you and your clients sign documents securely, making your documents legally binding, which then accelerates processes, approvals, releases, and more.
As a web-based platform, you can access AccountingHub from anywhere and anytime using your smartphone or tablet. This enables you to retrieve important documents and files for review, modifications, and submissions as well as access client information. You can also create documents and files using your mobile device, making it a great tool if you are on the go.
With its task management feature, you know what tasks to prioritize, which tasks are coming up soon, and which ones are due. You basically never miss any work as well as critical dates (deadlines, appointments, etc.).
Show MoreOverview of AccountingHub Features
- Centralized Information Management
- Document Management
- Digital Signature
- Custom Client Information Forms
- Task Management
- Secure Online Portal
- Online Payments
What Problems Will AccountingHub Solve?
1) Sending documents over email.
It can be difficult due to file size limits but also not secure. AccountingHub allows documents to be digitally signed by multiple signatories and in a particular order if required.
2) Protecting client data.
The Information Commissioner’s Office (ICO) recommend a self-service client portal as a best practice now to allow end users to access their information. AccountingHub restricts access to staff who need it, uses bank-level encryption and all data is stored within the EU as required.
3) Requesting information from clients.
Email can cause a back and forth chain of messages that are difficult to search. AccountingHub’s custom-built forms allow information to be requested and securely submitted where it is stored alongside other client details. The forms support text input but also a wide variety of other fields including terms and conditions, file uploads, address lookups and more.
Awards & Quality Certificates
AccountingHub Position In Our Categories
Since businesses have special business-related demands, it is only reasonable they avoid buying an all-in-one, ideal business program. Still, it is difficult to chance on such application even among recognizable software products. The better step to undertake would be to write down the several main functions that need consideration like major features, packages, skill ability of staff, business size, etc. Next, you must perform your product research exhaustively. Read some AccountingHub evaluations and look over the other software products in your list in detail. Such detailed product research ensure you circumvent poorly fit software solutions and choose the system which meets all the benefits your business requires.
Position of AccountingHub in our main categories:
TOP
500
AccountingHub is one of the top 500 CRM Software products
If you are interested in AccountingHub it might also be sensible to investigate other subcategories of CRM Software gathered in our database of SaaS software reviews.
Since each enterprise has unique business needs, it is sensible for them to desist from looking for a one-size-fits-all faultless software system. Needless to say, it would be pointless to try to find such an app even among popular software platforms. The smart thing to do would be to list the various essential elements that require consideration such as key features, finances, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some AccountingHub CRM Software reviews and look into each of the other apps in your shortlist in detail. Such in-depth groundwork can ensure you discard ill-fitting platforms and zero in on the solution that provides all the elements you need for business success.
How Much Does AccountingHub Cost?
AccountingHub Pricing Plans:
Free Trial
AccountingHub
£25/month/user
What are AccountingHub pricing details?
AccountingHub Pricing Plans:
Free Trial
AccountingHub
£25/month/user
AccountingHub offers a simple enterprise pricing package. Contact them for more product details.
AccountingHub – £25/month/user
- Unlimited Clients
- Unlimited Document Storage
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We are aware that when you choose to get a CRM Software it’s crucial not only to see how professionals score it in their reviews, but also to discover whether the real people and companies that bought it are genuinely content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and AccountingHub reviews across a broad range of social media sites. The information is then presented in a simple to digest form revealing how many users had positive and negative experience with AccountingHub. With that information at your disposal you should be equipped to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for AccountingHub?
AccountingHub integrates with the following business systems and applications:
- EverSign
- Stripe
- Companies House API
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