For Accounting Firms of all Sizes
The All-in-One Cloud Based Practice Management Platform
PM Hub is a cloud-based practice management platform designed specifically for accounting firms. It streamlines workflows, centralises client data, and automates routine tasks, giving firms of all sizes the tools to operate efficiently, improve collaboration, and focus on growth
Designed to Make Work Easier for Accounting Firms
Practice Management Perfected Cloud Solutions for Accounting Firms of All Sizes
Client and Contact Management
All Your Client Data, Connected
Build stronger client relationships with a single source of truth. Track every detail, link contacts, group clients, and keep communication history at your fingertips.
Client Database & Contact Maintenance
Linked Fields
Multiple Contact Types
Communication History
Client & Billing Groups
Client & Contact Associations
Client DATABASE & CONTACT MAINTENANCE
Practice Management Perfected Cloud Solutions for Accounting Firms of All Sizes
Client and Contact Management
Employee and Firm Management
Service and Job Management
Advanced Billing & Debtor Management
Reporting
Integrations
Boost Productivity & Efficiency
Ultimate Control
A unified CRM centralises client data, enabling department-specific workflows that boost collaboration and efficiency across your firm
One Connected Workspace
From first client contact to final payment, manage services, WIP, invoicing, and collections seamlessly in one place
Configurable Practice Structure
Smarter Multi-Entity Billing
Bill across companies within your practice and send consolidated reminders - even when invoices span multiple entities
Set up your practice the way you work with flexible companies, departments, offices
Flexible Client Payments
Cash Flow Confidence
Crush debtor days with automated reminders, recurring invoices with direct debit facility. Automation of cash collection puts you in control
Speed up cash flow with a secure client portal, smart invoice reminders (with payment links), and automatic payment collection
Seamless Workflow Control
Scalable Security
Secure your data with ironclad 2FA and user-specific permissions. Grows with your business, worry-free
From WIP authorisations to billing approvals, keep every process in check with multi-level, role-based controls and streamlined automation
Cloud-Based Flexibility
Seamless Integrations
With MYOB ARL, Xero, BGL, FYI, GovReports, and more. No need to ditch your favourite tools
Access your practice from anywhere with our cloud-based system, ensuring seamless integration across all devices and locations for optimal productivity
Automated Reporting
Insightful reporting
Dive deep into your business with advanced reporting and dashboards. Make data-driven decisions that ignite growth
Stay ahead with built-in reports, custom requests, and automatic delivery straight to your inbox - no manual effort required
Complete Communication History
Client Portal Power
Empower clients with self-service access to view and download invoices, make payments securely, and update their contact details anytime
Track every email, call, and note against your clients for a full picture of interactions at a glance
Boost Productivity & Efficiency
One Connected Workspace
From first client contact to final payment, manage services, WIP, invoicing, and collections seamlessly in one place
Key Benefits
Single source of truth in a single cloud platform
Backward integration with AE/AO PM, and APS for a smooth transition
Scalable solution for small, medium, and large practices
Flexible cloud hosting options to suit your needs
Ironclad security with 2FA and user-specific permissions
Option to transition your MYOB AE/AO Practice manager, APS or Handysoft system in stages
Key Features for Accounting Firms
Multi-Entity Billing & Consolidated Debtor Management
Manage debtors across entities with unified billing and payments.
Comprehensive Client Management
Maintain and manage client contact details in one place.
Service, Job & Task Management
Streamline workflows and track progress with ease.
Timesheets, WIP & Time Billing
Record time, track WIP, and bill clients accurately.
Recurring Billing
Automate repeat invoices and reduce manual work.
Role-Based Authorisation
Set approvals and control access with flexible permissions.
Advanced reporting and Power BI dashboards
Gain valuable insights into your business
Compatible with
Client and Staff Management
Workflow Service and Job Management
WIP & Time/Miscellaneous/Disbursement & Recurring Billing
In Depth Insights and Reporting
Additional Features
Further, Integration With Cerebiz Provides Even Greater Efficiency and Expanded Functionality for PM Hub Users
Cerebiz offers a versatile suite of Functional Modules that streamline operations, reduce training time, and lower onboarding costs by combining various MYOB Business and Xero Systems into a powerful platform.
Cash Collection & Debtor Management
Optimise financial operations with efficient cash and debtor management, reducing credit risk and increasing liquidity. Automate reminders to ensure timely payments and improve cash flow.
Company Budgeting & Reporting
Enhance financial control with budgeting and real-time reporting.
Company Consolidations & Reporting
Streamline financial consolidations for better accuracy and strategic decisions.
Create and Send Email/SMS e-Campaigns, e-Proposals, e-Engagement Letters, e-Newsletters
Easily create and distribute professional digital communications to engage and inform stakeholders.
Advanced Modeling and Reporting
Utilise advanced modelling for strategic insights and customisable reporting to improve business outcomes.
Transform Your Practice Today
Choose PM Hub – the solution that empowers you to work smarter, boost profitability, and deliver outstanding client service.
Progressive Accounting Firms (all sizes)
Practices Seeking Efficiency & Profitability
Client-Centric Businesses
AFS/Wealth Management Firms