Client Hub
Transform your accounting practice with Client Hub's all-in-one practice management solution. Streamline workflows, secure client communication, and AI-powered tools for modern firms.
- Monthly visits
- 79K
- Pricing
- Paid
- Solopreneur, Practice Manager, Practice Manager, Practice Manager
- Added
- Dec 25 2023
About Client Hub
Client Hub provides accounting practice management software designed for accounting and bookkeeping firms to move client work forward. It focuses on turning client interactions into trackable actions and embedding workflows into daily operations. The platform aims to reduce delays caused by information requests and follow-ups, helping firms keep engagements progressing. It emphasizes a unified workspace where tasks, emails, and client data are organized around client work.
The system integrates client communication, task management, and firm-wide visibility. It offers role-based access, dashboards, and real-time reporting to help leadership monitor capacity and performance. It also connects to commonly used accounting tools and supports automation to minimize manual chasing of information and documents.
The product highlights include client portals, mobile access, secure data handling, AI-powered intelligence, file management, and e-signatures. It is presented as a practice-centric solution with built-in workflows and extensive integrations designed for accounting firms.
Use cases
- Bookkeeping Practices and CPA firms use Client Hub to manage client tasks, secure messaging, and workflow automation.
Key features
- Workflow Management: manage client deliverables with structured job creation, task ownership, and visibility.
- Client Communication Management: centralize internal communication and client interactions.
- Automation & AI: automate client requests, reminders, and recurring workflows; AI assists with drafting and summarizing.
- Firm Management: role-based permissions and a single dashboard for the whole firm.
- Integrations: two-way sync with QuickBooks Online and Xero, plus Zapier automations.
- Client Portal & Mobile App: dedicated client workspace and mobile access for client interactions.
- AI-Powered Intelligence: AI summarizes threads, drafts replies, and analyzes data for insights.
Pros and cons
Pros
Pricing
- single user
- Limited to solo user firms — all features included
- Practice Management
- Workflow
- Dashboards
- Time tracking
- Email sync
- Client Portal
- Mobile app
- Assign clients tasks
- Secure messaging
- File sharing
- eSignature
- QuickBooks Integration
- Resolve uncategorized transactions
- Books Review: inconsistencies, missing receipts & payees and more
- Financial reports with AI insights
- 1099 Manager
- Receipt sync to QuickBooks
- Xero integration
- Receipt sync to Xero
- Complete Practice Management, Including a Client Portal
- Practice Management
- Workflow
- Dashboards
- Time tracking
- Email sync
- Client Portal
- Mobile app
- Assign clients tasks
- Secure messaging
- File sharing
- eSignature
- QuickBooks Integration
- Resolve uncategorized transactions
- Books Review: inconsistencies, missing receipts & payees and more
- Financial reports with AI insights
- 1099 Manager
- Receipt sync to QuickBooks
- Xero integration
- Receipt sync to Xero
- + QuickBooks and Xero Integrations
- Practice Management
- Workflow
- Dashboards
- Time tracking
- Email sync
- Client Portal
- Mobile app
- Assign clients tasks
- Secure messaging
- File sharing
- eSignature
- QuickBooks Integration
- Resolve uncategorized transactions
- Books Review (month-end close)
- Financial insights
- Receipt sync to Xero
- + QuickBooks and Xero Integrations
- Practice Management
- Workflow
- Dashboards
- Time tracking
- Email sync
- Client Portal
- Mobile app
- Assign clients tasks
- Secure messaging
- File sharing
- eSignature
- QuickBooks Integration
- Resolve uncategorized transactions
- Books Review (month-end close)
- Financial reports with AI insights
- Receipt sync to Xero
Reviews
Frequently asked questions
What does the trial actually look like?
Do I need to commit to a plan to start?
Is unlimited file storage included?
How securely does the client portal handle sensitive financial information?
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