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.
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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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Claim this listing for $29Key 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
Limitations
Claim this listing to add transparent limitations.
Frequently Asked Questions
Is pricing based on the number of clients or the number of team members?
Do my clients have to log in with a password every time they enter the portal?
How does Client Hub's QuickBooks Online integration work?
Will Client Hub really save our team time?
How can the system help me stop chasing clients for documents?
Getting Started
- 1 Book a Demo or sign up via the site to explore Client Hub.
- 2 Connect accounting systems such as QuickBooks Online or Xero to enable two-way sync.
- 3 Invite team members and configure role-based permissions and firm dashboards.
- 4 Set up workflows and automation (for example Autopilot) and invite clients to their custom workspaces.
- 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
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