Managing offshore staff efficiently requires structure, visibility, and easy access to day-to-day operations. The Client Hub is built to provide that foundation—offering firms a single sign-on platform to manage the complete lifecycle of their offshore teams.
Staff Members
Firms
From recruitment and onboarding to performance tracking, timesheet approvals, training, and compliance, Client Hub brings together all core workflows into one centralized space. It gives leadership, HR, and operations teams full control, helping them reduce follow-ups, eliminate manual tracking, and make faster decisions with real-time information.
Several features are already live, with more scheduled to go live by quarter-end. If you haven’t explored the Client Hub yet, reach out to your Client Success Advisor to get access and understand how to make the most of it for your team.
Our HRMS centralizes all people operations into one seamless platform—making it easy to manage employee data, attendance, performance, remote access, and much more. With automation, transparency, and smart design, this module frees up your HR team to focus on what matters: people.
Tracking attendance and managing holidays shouldn’t require spreadsheets or manual follow-ups. This feature allows you to automate time tracking, streamline leave management, and plan workforce availability efficiently.
Supports Work-from-Home, Work-from-Office, and Hybrid models with automatic check-in/check-out capture.
Instantly view who’s working, who’s late, and who’s on leave—day by day.
Submit, approve, or reject leave requests with supporting documents.
Maintain region-wise public, company, and custom holidays.
Choose between calendar and list formats, and export in Excel/PDF.
Staying on top of employee activities without micromanaging is a challenge. This feature offers structured visibility into daily work, enabling better decision-making, productivity reviews, and accountability.
Employees record what they’ve worked on, time spent, and project context.
Managers can track individual and team activity in real time.
View and analyze time spent across projects and clients.
Maintain a secure trail of activity logs for compliance or review.
Understanding how your team feels is essential to engagement and retention. This feature enables firms to collect employee feedback bi-annually in a structured, actionable way—giving voice to your team and direction to leadership.
Run anonymous surveys to gauge satisfaction, alignment, and morale.
Use standard survey formats or customize questions to match your culture.
View insights in an intuitive dashboard with themes and trends.
Take action on common patterns to proactively improve retention and morale.
This feature enables employees and managers to set goals, track progress, and evaluate performance with a transparent, structured framework. It simplifies reviews, enhances engagement, and helps align individual performance with firm-wide objectives.
Define goals with clear titles, deadlines, categories, and milestone checklists.
Monitor goals in real-time as Not Started, In Progress, Overdue, or Completed.
Employees self-evaluate; managers give scores and feedback in a 1–5 rating format.
Receive alerts for goal updates, reviews, or completion deadlines.
Choose goals from categories like productivity, learning, leadership, and innovation.
Managing distributed teams comes with its own challenges. This feature provides visibility and structure to remote work arrangements, helping managers ensure accountability while supporting employee flexibility.
Employees log hours remotely with geo-flexible clock-ins.
Enable timed screenshots during work hours for increased transparency.
Track log-in/log-out, idle duration, and total active time.
Understand how time is spent online and in tools used for work.
Managers get a holistic view of remote performance in one place.
Keeping employee information up-to-date, secure, and easily accessible is fundamental. This module consolidates everything into one structured profile—from hiring details to compensation, documents, IT access, and more.
View everything from employee status, compensation, and history in one view.
Securely store contracts, ID proofs, NDAs, and policy acknowledgements.
Maintain learning progress and get reminders for renewals.
Assign and monitor laptops, tools, logins, and credentials.
Track updates to employee data for compliance and audit readiness.
Keeping track of document expiry—especially for compliance-critical items like IDs and certifications—is important but often overlooked. This feature automates those reminders so nothing falls through the cracks.
Alerts for documents nearing expiration, including PAN, Aadhar, and certifications.
Red flags will be shown within the employee profile and HR dashboard.
Ensures timely renewals and avoids operational or legal issues due to expired records.
As more teams work in mixed modes, structured visibility into hybrid schedules is key. This feature helps employees plan and request their in-office and remote days in advance.
Staff can request hybrid schedules weekly or monthly.
Managers and HR can approve or suggest changes.
Helps in planning meeting days, seat allocation, and ensuring adequate on-site presence.
Whether you bill clients hourly or track internal projects, accurate time tracking is a must. This module eliminates spreadsheet chaos and builds structure around how time is logged, reviewed, billed, and analyzed.
This flexible time logging feature adapts to your firm’s working rhythm—be it daily stand-ups, weekly reporting, or monthly rollups. It simplifies time capture, speeds up approvals, and increases accuracy.
Choose between daily, weekly, or monthly formats based on your workflow.
Users can easily log hours, modify entries, and add project codes.
Managers review and approve with comments and revision requests.
Automatically sync with attendance, leave, and billing modules.
This section allows you to view and download all weekly invoices along with the approved timesheets that support them. It’s designed to provide clear billing visibility and help you reconcile hours internally with ease.
Find your most recent and past weekly invoices, updated once timesheets are approved.
Download the exact timesheets associated with each invoice for your reference or internal review.
Use these reports to verify hours billed against your practice management software or internal timesheets.
Invoices and timesheets can be downloaded in PDF or Excel format for convenient recordkeeping.
Understanding productivity goes beyond clocking hours. This feature helps break down time logs into meaningful insights, highlighting how work is progressing across teams and projects.
Compare performance across departments or roles.
Spot inefficiencies or productivity dips with timeline-based views.
Evaluate time spent on billable vs. non-billable tasks.
Use trends for staffing, training, or client discussions.
Uncontrolled overtime can lead to burnout, compliance risks, and budgeting issues. This feature allows you to structure overtime practices, approvals, and payouts—transparently.
Automatically track hours beyond shift thresholds.
Allow team leads or managers to accept/reject overtime entries.
Let employees track accrued overtime and payouts in real-time.
Feed approved overtime directly into salary calculations.
The Offshoring Resources section brings together all the essential material a firm needs to confidently plan, implement, and scale its offshore operations. From onboarding your first team member to setting up governance and compliance, this section includes structured content that is relevant, practical, and ready to use.
If you're building or managing an offshore team, this is the reference library built specifically for your education and understanding.
Step-by-step walkthroughs outlining the full onboarding journey, including timelines, responsibilities, and internal preparation checklists.
Access documents that define how the offshore setup works—from communication protocols to holiday policies and escalation matrices.
Learn how to structure work allocation, review cycles, and check-ins to manage your offshore team effectively.
Practical resources to help you grow your offshore team smoothly, whether you're adding one person or building an entire department.
Explore how other firms have approached offshoring, scaled their teams, and managed key challenges along the way.
Access detailed documentation on data security, compliance, infrastructure, and risk controls to support internal and client-level evaluations.
Understand how our broader ecosystem supports your offshore operations across recruitment, training, compliance, and CPE.
Each section includes short, practical videos and downloadable content to make it easy for your team to learn and implement key concepts.
Recruitment is more than just hiring—it's about finding the right people, aligning them with the right roles, and managing the process from request to onboarding. Our Recruitment module streamlines the end-to-end hiring journey with automation, visibility, and built-in intelligence—making it faster, more collaborative, and easier for both HR and hiring managers.
The Staff Hub acts as a centralized hiring board for internal talent. Before initiating external hiring, managers and HR teams can assess available internal resources who are open to new opportunities—saving time and hiring costs.
View staff open for internal movement or external deployment.
Filter candidates by department, skill set, availability, or client feedback.
See how many clients are engaging with each staff profile.
Know if the candidate is open for internal, external, or either opportunities.
Assign, shortlist, or mark as hired from a single screen.
Managing interviews, follow-ups, and candidate evaluations across spreadsheets is chaotic. This feature consolidates every step—from shortlisting to offer rollouts—into one organized workflow.
See who’s been shortlisted, interviewed, offered, and hired.
Coordinate panel availability and send automatic interview invites.
Collect and store structured feedback from every interviewer.
Monitor pending and completed tests in real time.
Track acceptance status, salary negotiation, and joining timelines.
Bringing on new hires? Make sure you’re onboarding trusted professionals. This module automates background checks and helps maintain compliance with internal and client standards.
Verify PAN, Aadhar, and employment history documents.
Pull verification data directly from internal records or APIs.
Track which employees are verified, pending, or failed checks.
Instantly access documentation from the candidate list view.
Speed up your screening process and evaluate candidates effectively, even remotely. This module integrates video-based interviews and assessments, reducing turnaround time and allowing for scalable, asynchronous evaluations.
Conduct structured interviews with AI-generated or pre-recorded questions.
Use AI to evaluate tone, content, and confidence in real time.
View interview videos side-by-side with scores and feedback.
Candidates can respond at their convenience within a defined window.
Evaluate candidate skills with ready-to-use assessments for accounting, taxation, audit, and soft skills. This feature ensures every hire is screened based on knowledge—not just resumes.
Browse a large bank of MCQs and case-based subjective questions.
Automatically evaluate multiple-choice questions to save reviewer time.
Mix and match questions to suit specific job roles.
View test completion, scores, and areas of strength/weakness.
Stop writing job descriptions from scratch. This feature helps you create professional, role-specific JDs and automatically post them across channels for quicker reach and better candidate engagement.
Auto-generate JDs based on role, level, and experience needed.
Modify descriptions, responsibilities, and requirements with ease.
Get recommendations for relevant skills and certifications.
Share JDs directly to job boards, internal portals, or external recruiters.
Get rid of scattered emails and lost resumes. This built-in ATS helps you manage candidates in one clean, trackable flow from application to final decision.
Visualize candidates in stages: Applied, Shortlisted, Interviewing, Offered, Hired.
Automatically extract key data from uploaded resumes.
Add internal comments, reminders, or status tags for each candidate.
Invite, reject, or move multiple candidates with just a few clicks.
Creating new job descriptions every time can be inefficient and inconsistent. This feature offers a ready-to-use repository with predefined templates that firms can quickly customize.
JDs categorized by domain (Tax, Audit, Admin, etc.) and level (Junior, Mid, Senior).
Use base templates and adjust responsibilities, skills, or experience as needed.
Ensures uniformity in role definitions and reduces prep time.
Managing offers over email threads or spreadsheets often leads to confusion. This feature provides structured visibility into the status of all offers in one place.
Track all offers extended, pending, accepted, or declined.
Log salary, joining date, and offer revisions.
Plan IT access and team assignments once an offer is accepted.
This feature brings full clarity on compensation and billing—helping firms make quicker and more informed hiring decisions without back-and-forth.
While browsing candidates, you can instantly view their level, skills, and corresponding billing rates.
A separate pricing view is available for a detailed comparison across roles, experience levels, and service lines.
View expected billing rates mapped to specific domains like Tax, Audit, Accounting, or Admin.
Pricing available for full-time, part-time, and on-demand staffing options.
Learning & Development (L&D) is more than just offering training—it's about empowering your staff with the tools, skills, and knowledge they need to grow, perform better, and stay engaged. Our L&D module helps you track progress, manage certifications, and proactively plan learning journeys for your team—whether it’s technical training, soft skills, or continuing professional education.
Keeping track of who’s learning what—and how they’re progressing—is essential for managing a modern, skilled team. This feature helps you monitor learning initiatives at an individual and organizational level to ensure accountability and consistent upskilling.
View a summary of completed, ongoing, and pending trainings per staff.
Stay updated on course completions and certifications, including expiry alerts.
Click into individual records to see training breakdowns and participation rates.
Sort by name, department, or designation to evaluate learning by role.
Use learning progress as a supporting metric during appraisals and promotions.
Your team’s development should be structured and intentional—not left to chance. This feature enables you to plan customized learning journeys, assign relevant content, and align training with individual or team performance goals.
Allocate courses by department, designation, or skill gap.
Create role-specific plans combining CPE hours, certifications, and on-the-job learning.
Tap into 15,000+ hours of verified CPE/CE courses directly.
See who’s lagging or excelling in their assigned training track.
Collect learner feedback to fine-tune training initiatives and boost engagement.
As remote and hybrid work becomes the norm, firms need better visibility into how work is being done—without compromising employee trust. The Employee Monitoring module provides structured, real-time insights into activity, usage, and productivity. It’s designed to build transparency, encourage accountability, and ensure work is progressing as expected.
This goes beyond clocking in—it’s about understanding how, when, and where your people are working. The feature helps you maintain attendance logs even for distributed teams, ensuring coverage and compliance.
Staff can check in from anywhere based on assigned work modes.
Set up and track multiple shifts across locations or departments.
Managers can access historical logs for any employee.
Quickly spot patterns of absenteeism or late logins.
Knowing that someone is logged in doesn’t always mean they’re engaged. This feature provides deeper insight into active work patterns to help you manage productivity more effectively.
Log exact times of workday start and end for each employee.
Get real-time visibility into extended idle periods.
View detailed breakdowns of time spent, idle time, and log duration.
Benchmark productivity between teams or staff over time.
Maintaining security and accountability in remote setups is key. Screen Capture ensures visibility, while secure protocols protect sensitive data and user privacy.
Take timed screenshots to ensure task focus and reduce misuse.
Clearly define screen capture intervals and notify employees of active monitoring.
All screenshots are encrypted and stored securely for authorized access only.
Detect unusual or non-compliant screen activity quickly.
Understand exactly how your team is working—what tools they’re using, how often they switch, and whether time is being spent effectively. This feature enables smarter management and coaching decisions.
Track apps and websites in use during work hours.
Know how much time is being spent in email, tax software, or distractions.
Identify the most used tools across teams and projects.
Drill down into individual usage patterns to support training or role adjustments.
Monitoring is not just about visibility—it’s about catching early signs of disengagement or potential misuse. This feature flags irregular patterns for proactive follow-up.
Alerts for prolonged periods of inactivity beyond working norms.
Flags use of unauthorized tools or websites during work hours.
Spot login irregularities or sudden drops in active hours for review.
Notify team leads when something needs attention.
These extended timesheet features add greater control, automation, and financial visibility to your time tracking process. From approvals to invoices, these tools help streamline operations and reduce back-and-forth between teams.
Structured time tracking helps firms avoid confusion, eliminate guesswork, and maintain accurate billing and payroll records. Whether your team prefers daily, weekly, or mixed entries, this tool supports it all.
Employees can choose how they want to log time (daily/weekly).
Allocate hours to different clients or service lines.
Break down entries by activity or deliverable.
Clean, fast UI designed to encourage timely submissions.
Keeping timesheet approvals organized ensures there’s no lag in project tracking, invoicing, or payroll. This workflow automates the review and sign-off process.
Review reminders are sent as soon as timesheets are submitted.
Route approvals through team leads, managers, or finance if needed.
Staff can revise rejected timesheets with ease.
Access full audit trails to track who approved and when.
Time equals money—especially for service-based firms. This feature automates invoice creation from timesheet data, helping eliminate manual steps and reduce errors.
Customize invoice formats based on client or service.
Convert timesheet data into ready-to-send invoices.
Link services to hourly rates, employee levels, or client contracts.
Track sent invoices, payment status, and adjustments in one place.
Currently, hiring, HR setup, and IT provisioning often run in silos. This feature will streamline that flow, ensuring quicker onboarding with less duplication of effort.
Hiring requests once approved feed directly into recruitment and HRMS.
Employee profile, salary details, and joining info auto-populated across modules.
Trigger device assignment, access credentials, and welcome email creation.
Speeds up time-to-productivity for every new hire.
Monitoring is not just about visibility—it’s about catching early signs of disengagement or potential misuse. This feature flags irregular patterns for proactive follow-up.
Alerts for prolonged periods of inactivity beyond working norms.
Flags use of unauthorized tools or websites during work hours.
Spot login irregularities or sudden drops in active hours for review.
Notify team leads when something needs attention.
The Client Hub is designed to help firms manage their offshore and onshore teams in a more organized and consistent manner. It brings together all essential operational workflows—recruitment, HR, timesheets, performance management, training, and monitoring—into one place.
With this platform, firms can:
Keep track of all staff details, attendance, and leave records without relying on emails or spreadsheets.
Raise hiring requests, shortlist candidates, and manage interviews and onboarding from a single dashboard.
Monitor staff activities, timesheets, productivity, and remote attendance with clear approval workflows.
Plan and track staff learning and development with structured goals and progress tracking.
Get reports and data that support decisions around hiring, performance reviews, payroll, and staffing needs.
For firms managing growing teams across multiple locations, this structure becomes essential to maintaining consistency and control.
United States
Canada
