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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 requirements, it is only rational that they avoid deciding on an all-encompassing, ”best” business application. Needless to say, it would be almost impossible to find such an app even among popular software products. The sensible thing to undertake is to tabulate the different vital functions that necessitate research like major features, price terms, skill levels of the users, organizational size, etc. Next, you should do the product research systematically. Have a look at some of these AccountingHub reviews and scrutinize each of the software programs in your list more closely. Such comprehensive product research ensures you stay away from ill-fitting applications and subscribe to the one that provides all the aspects your business requires for success.
Position of AccountingHub in our main categories:
TOP
500
AccountingHub is one of the top 500 CRM Software products
If you are considering AccountingHub it might also be sensible to investigate other subcategories of CRM Software listed in our base of B2B software reviews.
Organizations have different wants and requirements and no software application can be ideal in such a situation. It is pointless to try to find an ideal off-the-shelf software product that meets all your business needs. The intelligent thing to do would be to adapt the application for your special requirements, staff member skill levels, finances, and other aspects. For these reasons, do not rush and pay for well-publicized popular applications. Though these may be widely used, they may not be the best fit for your particular needs. Do your groundwork, check out each short-listed platform in detail, read a few AccountingHub CRM Software reviews, speak to the maker for explanations, and finally settle for the app that presents what you need.
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 know that when you make a decision to purchase a CRM Software it’s important not only to find out how experts evaluate it in their reviews, but also to check if the actual clients and enterprises that purchased it are indeed satisfied with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and AccountingHub reviews across a vast range of social media sites. The data is then presented in a simple to digest form showing how many customers had positive and negative experience with AccountingHub. With that information at hand you should be ready to make an informed business 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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