clienthub-app

clienthub-app

Client Hub is an accounting practice management and client portal platform that converts client communications into trackable actions, automates follow-ups, and embeds workflows (like month-end close) to help accounting and bookkeeping firms run client work faster.

clienthub-app is automation software teams evaluate for automation. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Paid Enterprise
#155 in Automation (155 tools)
Added 1 year ago
30118 directory views this week

Quick Overview

Best for: Automation

What it does

Automation software for decision-makers comparing workflow fit and alternatives.

Best fit

Automation

Pricing snapshot

Paid from Pricing billed per firm user (team member); specific plan pricing not listed on the page

Next step

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clienthub-app

Client Hub is an accounting practice management platform and client portal designed to turn client communications into actions and run core workflows (for example month-end close) within a single intuitive platform. It centralizes client messages and emails into trackable actions, provides a mobile-ready client experience to speed responses, and embeds workflows so practices run faster by default. The product targets accounting and bookkeeping firms of various sizes and includes integrations with accounting platforms like QuickBooks Online and Xero.

All-in-one practice management & client portal for accounting firms with AI tools.

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Key Features

Job / Task Management

Manage work across the team with structured job creation, workflow checklists, owned tasks with deadlines and statuses to ensure nothing falls through the cracks.

Team Collaboration

Centralize internal communication around client work in a shared workspace with comments, tagging, and visibility into who is working on what.

Automation & AI

Automate client requests, reminders, and recurring workflows. Use AI to draft replies, summarize threads, generate workflows, and surface insights from client data.

Firm Management

Firm-wide visibility with role-based permissions and a single dashboard to manage the entire firm and control access to sensitive information.

Reporting & Dashboards

Real-time reporting on capacity and workload, dashboards to track deadlines, spot bottlenecks, and monitor team performance.

Integrations

Deep, two-way sync with QuickBooks Online and Xero plus automations via Zapier and direct inbox connectivity to keep data flowing.

Client Portal & Mobile App

Client workspaces where clients upload files, answer requests, and clear transactions from a mobile-ready portal with push notifications to keep clients engaged.

File Management & E-Signatures

Centralized document management, bulk-downloads, and built-in e-signature collection without requiring additional tools.

Data Security

Client data encrypted in transit and at rest and stored on enterprise-grade infrastructure with role-based access controls.

Pricing

Subscription

Pricing billed per firm user (team member); specific plan pricing not listed on the page
  • Unlimited clients within a firm (pricing is per firm user, not per client)
  • Access to platform features, mobile app, and integrations (details depend on selected plan)

Use Cases

Month-end Close

Run month-end close workflows within the platform, surface issues via AI, and sync resolved items back to accounting systems.

Client Document Collection

Automatically request documents, send reminders with Autopilot, and increase information-gathering efficiency through automated workflows.

Client Communication Management

Convert emails and messages into trackable actions so teams can own and close client requests without buried threads or lost replies.

Practice Reporting and Capacity Planning

Monitor team performance, track deadlines, and use dashboards to identify bottlenecks and make data-driven decisions for growth.

Integrations

QuickBooks Online

Deep, two-way sync for uncategorized transaction resolution, month-end close tools, and client-facing reports that update QBO automatically.

Xero

Two-way sync to surface transactions and updates between Client Hub and Xero.

Zapier

Hundreds of automations available via Zapier to connect Client Hub with other accounting and business tools.

Inbox connectivity

Connects directly to firm inboxes so client messages and emails are captured in the platform.

Benefits

Faster client responses via a mobile-ready client portal and push notifications.
Reduced manual follow-ups through automation and AI-driven drafting and reminders.
Centralized visibility across clients, tasks, and communications to eliminate lost requests and email threads.
Embedded workflows for common practice processes so teams run faster by default.
Deep integrations with QuickBooks Online and Xero to keep accounting data in sync.
Secure data storage with encryption in transit and at rest and role-based access controls.

Limitations

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Frequently Asked Questions

Is pricing based on the number of clients or the number of team members?
Pricing is per firm user (team member), not per client, so you can add unlimited clients without your subscription cost going up.
Do my clients have to log in with a password every time they enter the portal?
Clients create a login once and stay active as long as they've engaged in the past 30 days; clients with multiple companies access all workspaces from one single login.
How does Client Hub's QuickBooks Online integration work?
Client Hub offers deep integration: uncategorized expense resolution flows into Client Hub and updates QBO when resolved; month-end close tools use AI-based capabilities to find and fix issues; client-facing reports generate insights from accounting data.
Will Client Hub really save our team time?
Firms routinely reclaim several hours per week by automating client requests and follow-ups; syncing open QBO/Xero transactions to the portal and syncing updates back can run hands-free.
How can the system help me stop chasing clients for documents?
Use the Autopilot feature to automatically request documents before work begins and send automated reminders if clients don't respond, which has been shown to increase information-gathering efficiency by up to 40%.

Getting Started

  1. 1 Book a Demo or sign up via the site to explore Client Hub.
  2. 2 Connect accounting systems such as QuickBooks Online or Xero to enable two-way sync.
  3. 3 Invite team members and configure role-based permissions and firm dashboards.
  4. 4 Set up workflows and automation (for example Autopilot) and invite clients to their custom workspaces.
  5. 5 Use built-in templates and AI features to draft replies, summarize threads, and run month‑end close processes.

Support

Docs / Knowledge Base

Help Knowledge Base available via the site for guides and product help.

Sales / Demo

Book a Demo or Get a Demo CTAs on the site to speak with sales or see the product.

Contact / Phone

Phone contact listed on the site (+1-352-781-4002) and a Contact Us link for inquiries.

API

Available: No

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