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Client Hub

Cloud-based accounting practice management software

Table of Contents

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Find out with a

Client Hub - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: January 2026

Client Hub overview

What is Client Hub?

Client Hub is a cloud-based accounting practice management software designed for accounting and bookkeeping firms that helps manage daily operations. The platform consolidates work management, client collaboration, and document organization into a unified workspace. Accounting teams utilize Client Hub to plan jobs, manage recurring engagements, and assign responsibilities across staff. Work is organized by client and engagement, providing clear insight into progress, outstanding client input, and required follow-up. Automated notifications streamline task management, reducing reliance on manual reminders and email chains.

Client Hub enhances client interactions through a secure client portal and mobile app, enabling clients to receive requests, upload documents, and respond to questions in a centralized location. This structured approach minimizes missed messages, shortens response times, and improves the experience for both staff and clients. Files are securely stored and organized into internal and client-facing folders for efficient access. Key features include automated reminders for outstanding tasks and client requests, task and job management across clients, support for recurring engagements, centralized client communication linked to tasks and files, document sharing, and a secure portal and mobile app for client interaction.

Integration with QuickBooks Online and Xero supports accounting workflows by converting accounting data into actionable client requests. The platform automates the creation of client requests from accounting activity and identifies uncategorized transactions via QuickBooks Online integration. By linking accounting activity with communication and task management, Client Hub helps firms manage delays, optimize turnaround times, and more.

Key benefits of using Client Hub

• Improves visibility across all client work by providing a clear view of jobs, tasks, and outstanding client requests
• Follows up with clients through automated reminders and structured task requests
• Centralizes client communication so messages, files, and requests stay connected to each client and engagement
• Supports recurring accounting work with consistent processes for monthly, quarterly, and annual services
• Optimizes turnaround times by clearly showing which tasks are blocked and which are ready to move forward
• Enhances the client experience through a secure portal and mobile app for easy responses and file uploads
• Simplifies document collection and organization with secure file sharing and structured internal and client facing folders
• Connects accounting activity to client action through QuickBooks Online and Xero integrations that identifies uncategorized transactions
• Reduces reliance on email by keeping tasks, communication, and documents in one system
• Helps firms standardize operations by replacing disconnected tools with a centralized platform

Starting price

49per user /
per month

Alternatives

with better value for money

Client Hub’s user interface

Ease of use rating:

4.7

(40)

Client Hub reviews

Overall rating

4.7

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.3/10

Rating distribution

Pros

“I wish I had found this sooner, it would have saved 100s of hours each year. My clients love it, my team loves it, and it's the perfect CRM for my firm.”

Elmer H.

CEO

“So, I can't judge the software yet, what I can judge is the quality of help and guidance I get from these great people. I started with the payroll and went to this bookkeeping service.”

Mike D.

Owner

“WOW am I glad I did I seriously appreciate these folks and their understanding and patience with me.”

Mike D.

Owner

Cons

“Emails back & forth with clients can get messy and confusing.”

Kelsey K.

Owner

“Separating client chat from texts prevents information from getting lost or forgotten.”

Kelsey K.

Owner

“Can not access files on the mobile app. Also conversations are delayed in the mobile app.”

Janice H.

Founder, CEO

Who uses Client Hub?

Based on 40 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting

Health, Wellness and Fitness

Hospital & Health Care

Marketing and Advertising

Others

Use cases

Accounting Practice Management

Collaboration

Digital Workplace

Client Hub's key features

Most critical features, based on insights from Client Hub users:

Task management

4.7

(19)

Due date tracking

4.9

(15)

Document management

4.9

(16)

Client portal

4.8

(16)

Client management

4.7

(14)

Communication management

4.6

(7)

All Client Hub features

Features rating:

4.7

(40)

Time tracking

4.0

(1)

Collaboration tools

5.0

(3)

File sharing

4.9

(8)

Customizable templates

5.0

(1)

For accountants

4.5

(4)

Workflow management

4.8

(5)

Reporting/Analytics

3.7

(3)

Accounting integration

4.5

(2)

Document storage

5.0

(2)

Messaging

5.0

(1)

For cpa firms

5.0

(1)

Contact management

5.0

(2)

Project management

4.8

(9)

Staff management

4.7

(6)

Mobile access

3.2

(6)

Secure data storage

(0)

Search/Filter

(0)

Reporting & statistics

(0)

Reminders

(0)

Project time tracking

(0)

Status tracking

(0)

Progress tracking

(0)

Third-Party integrations

(0)

Time & expense tracking

(0)

Timer

(0)

Financial management

(0)

Financial analysis

(0)

File transfer

(0)

File management

(0)

Employee portal

(0)

Email management

(0)

Document templates

(0)

Data import/export

(0)

Customizable reports

(0)

Customizable branding

(0)

Configurable workflow

(0)

Calendar management

5.0

(2)

Audit trail

(0)

Alerts/Notifications

(0)

Activity/News feed

5.0

(1)

Accounting

(0)

Client Hub pricing

Value for money rating:

4.6

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Solopreneur

/user

Per month

Features included:

Workflow Management
Client Portal
QuickBooks And Xero Integrations
Magical AI-Based Superpowers

Practice Manager

/user

Per month

Features included:

Workflow Management
Client Portal
QuickBooks And Xero Integrations
Magical AI-Based Superpowers

Practice Manager Plus

/user

Per month

Features included:

QuickBooks Integration
Xero Integration

User opinions about Client Hub price and value

Value for money rating:

4.6

(40)

To see what individual users think of Client Hub's price and value, check out the review snippets below.

“I wish I had found this sooner, it would have saved 100s of hours each year. My clients love it, my team loves it, and it's the perfect CRM for my firm.”

Elmer H.

CEO

“So, I can't judge the software yet, what I can judge is the quality of help and guidance I get from these great people. I started with the payroll and went to this bookkeeping service.”

Mike D.

Owner