Spreadsheet overload
Client data scattered across dozens of spreadsheets that never agree.
Replace spreadsheets, endless email threads and a drawer full of apps with one secure platform for your clients, documents and deadlines.
If this sounds like your practice, IXXO Hub was built for you.
Client data scattered across dozens of spreadsheets that never agree.
Documents and approvals lost in long, unsearchable email chains.
A separate tool for storage, signing, billing and reminders — none connected.
Manual data entry from paper invoices and forms that eats billable hours.
Collect documents and details through guided online intake.
Capture data from invoices automatically — no manual typing.
Chase missing documents and deadlines without lifting a finger.
Never miss a filing or compliance deadline again.
Every client, document and conversation in one record.
A secure space for clients to upload, review and sign.
Send a single secure link. Clients complete their details, upload documents and sign — and everything lands straight in their record.
See how accountants cut admin by up to 40% with IXXO Hub.