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AccountingHub REVIEW

CRM Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.0

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.

Overview 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.).

Overview 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

Position of AccountingHub in our main categories:

500

AccountingHub is one of the top 500 CRM Software products

500

AccountingHub is one of the 500
CRM Software products


If you are interested in AccountingHub it could also be a good idea to investigate other subcategories of Best CRM Software listed in our base of B2B software reviews.Customer Service Software, Online CRM Software, Social CRM Software

Every enterprise has different requirements and requires an application that can be personalized for their size, type of staff members and clients, and the specific industry they are in. For these reasons, no platform can proffer perfect features out-of-the-box. When you look for a software product, first be sure what you require it for. Read some AccountingHub reviews and ask yourself do you want basic tools or do you need sophisticated features? Are there any industry-specific functionalities that you are searching for? Find the answers to these questions to help your search. There are plenty of factors that you need to mull over and these include your finances, particular business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the platform that provides all that you require to boost your organization effectiveness and productivity.

How Much Does AccountingHub Cost?

AccountingHub Pricing Plans:

AccountingHub offers a simple enterprise pricing package. Contact them for more product details.

AccountingHub – £25/month/user

  • Unlimited Clients
  • Unlimited Document Storage

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and AccountingHub reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with AccountingHub. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

2

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are AccountingHub pricing details?

AccountingHub Pricing Plans:

AccountingHub offers a simple enterprise pricing package. Contact them for more product details.

AccountingHub – £25/month/user

  • Unlimited Clients
  • Unlimited Document Storage

What integrations are available for AccountingHub?

AccountingHub integrates with the following business systems and applications:

  • EverSign
  • Stripe
  • Companies House API

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