Patriot Partners With Client Hub to Streamline Advisors Workflow

Patriot Software partners with Client Hub to help their accounting advisors streamline their client workflow.

Image of Sarah Bendorf By Sarah Bendorf.
Updated Sep 21, 2021

CANTON, Ohio (PRWEB) September 21, 2021 - Award-winning accounting and payroll software provider, Patriot Software, has partnered with collaboration and workflow software provider, Client Hub, to bring accounting professionals in its Advisor Program a streamlined solution to task management.

Patriots Advisor Program offers accounting and payroll software for accounting professionals and their clients, free co-branding, an umbrella login, and discount pricing, among other benefits.

Our Advisor Program delivers streamlined accounting and payroll to accounting professionals and their clients. As such, we listen to what our Advisors need, including a better way to collaborate with clients, increase efficiency, and improve their workflow, says Steven Hoffman, Vice President of Business Development. Our partnership with Client Hub will do just that for our Advisors.

Client Hubs modern workflow lets accounting professionals manage their work, communicate with their clients, securely transfer files, and use actionable job templates for Patriot workflows all in a single platform.

Patriot has negotiated a special lifetime discount for members of the Patriot Advisor program who sign up for Client Hubs workflow solution and client collaboration software.

To kick off the partnership, Patriot and Client Hub will co-host a webinar, Creating a Modern Practice Workflow, on October 5, 2021, at 1:00 PM (ET). All are invited to attend.

# # # Patriot Software, located in Canton, Ohio, provides award-winning online accounting software and online payroll for American businesses and their accountants. For information on all of Patriots products servicing the United States, contact Patriot Software, LLC at 877-968-7147, or visit http://www.patriotsoftware.com. Contact:

Patriot Software, LLC Michele Bossart Marketing Manager 877-968-7147 mbossart@patriotsoftware.com

Client Hub is an all-in-one platform built for modern accounting firms and their clients. Accounting firms can now run on a single platform that includes both internal workflow management along with external client communication and portal. Client Hub was launched in 2018 and was selected by the AICPA and CPA.com for its Startup Accelerator Program in 2019. To learn more about Client Hub, visit ClientHub.App. Email Judie McCarthy at judie@clienthub.app

Download FREE eBook

Sign up and receive a FREE eBook.
"A step-by-step guide to help you transition from the employee culture to that of the entrepreneurial world."

Have a Question?

Call us now if you have a question
Call us anytime using the toll free number below.

WE ARE HERE
FOR YOU!

18.191.134.241