Looking for Revenue Management for AFSL Holders

Your All-in-One Cloud-Based Practice Management Platform Designed Specifically for Accounting Firms of All Sizes

Experience a Unified View of Your Accounting Practice

With PM Hub, you maintain a single, centralised CRM database — your single source of truth.
This system automatically tracks updates and changes, ensuring seamless synchronisation with desktop server systems like MYOB AE/AO PM and APS supporting your firm's cloud migration in manageable phases.
First, start by migrating your practice operations, including WIP, billing, and client management, to PM Hub.
You can then strategically migrate additional functions at your team’s pace, supporting them as they transition further into the cloud ecosystem.

Scalability and 2FA Security

Whether you're a small boutique or a large enterprise, PM Hub effortlessly scales to meet your needs. Our platform offers a range of hosting options, from multi-tenant environments to private hosting, ensuring that you get the optimal balance of performance and security.

Seamless Integrations to Enhance Your Operations

Financials

Xero and MYOB for streamlined accounting

Tax Prep/Lodgment

1st and best ATO certified cloud tax platform

Document Management

Fyi for secure document handling

SMSF

BGL for SMSF 360 integration

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.

Boost Productivity & Efficiency

Ultimate Control: Unified CRM harnesses client data for department-specific magic, boosting collaboration and efficiency
Multi-Office Mastery: Manage multiple locations and disciplines with ease. Cloud-based access keeps your team connected anytime, anywhere
Cash Flow Confidence: Crush debtor days with automated reminders and Ezidebit integration. Automation of cash collection puts you in control
Insightful reporting: Dive deep into your business with advanced reporting and dashboards. Make data-driven decisions that ignite growth
Seamless Integrations: with MYOB ARL, Xero, BGL, FYI, GovReports, and more. No need to ditch your favourite tools
Scalable Security: Secure your data with ironclad 2FA and user-specific permissions. Grows with your business, worry-free

Key Features for Accounting Firms

Comprehensive client management: Maintain and manage client contact details in one place.
Director/partner and staff responsibility management: Assign tasks and track performance.
Timesheets and disbursement management: Track time and expenses accurately
Services and jobs management: Create and manage services and jobs effectively
WIP and billing management: Generate invoices and track WIP seamlessly
Advanced reporting and Power BI dashboards: Gain valuable insights into your busines

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