ClientHub is a modern AI-enhanced collaboration platform designed specifically for accounting firms and their clients. It centralizes communication, task management, document sharing, and client requests into a single, streamlined workspace. Instead of juggling multiple tools, firms can use ClientHub to automate workflows, reduce email overload, and maintain clear, documented trails of communication.
The platform enables accountants to create and manage recurring client requests with automated reminders, integrate with cloud accounting tools like QuickBooks, and deliver a smoother, more transparent experience for both teams and clients. Whether you�re a solo CPA or a mid-sized firm, ClientHub eliminates bottlenecks and boosts firm efficiency.
Performance Score
A
Content/Output Quality
Workflow-Optimized
Interface
Clean & Purposeful
AI Technology
- Smart Request Automation
- NLP-Powered Reminders
- Workflow Management AI
- Task Prioritization Intelligence
Purpose of Tool
Streamline client collaboration and request management for accounting firms
Compatibility
Web-Based; integrates with QuickBooks and other accounting tools
Pricing
Free trial + Paid plans starting at $39/month per firm
Who is Best for Using ClientHub?
- Small Accounting Firms: Use ClientHub to replace emails, automate client tasks, and manage communications in a single, AI-powered platform.
- CPAs and Solo Practitioners: Rely on ClientHub for clear task delegation, real-time request tracking, and document collection automation.
- Mid-size Accounting Firms: Streamline internal workflows and scale operations without sacrificing personalized service or responsiveness.
- Bookkeepers and Tax Professionals: Use ClientHub to cut client follow-up time and stay organized during tax season and beyond.
Client Requests Automation
Integrated Task Management
Document Collection
AI-Powered Reminders
Internal Firm Workspace
Client Chat & Messaging
QuickBooks Online Integration
Real-Time Notifications
Customizable Templates
Secure File Sharing
Is ClientHub Free?
ClientHub offers a 14-day free trial, giving firms full access to its core features. After the trial, pricing is straightforward and scales with your team size.
ClientHub Pricing Plans
- Starter Plan � $39/month: Up to 5 users, unlimited clients, client task and request automation, secure messaging and file sharing, QuickBooks Online sync, AI-powered task reminders, email + in-app notifications.
- Pro Plan � Custom Pricing (for larger firms): All Starter features, unlimited users, advanced workflows, team analytics dashboard, dedicated success manager, priority support.
ClientHub Pros & Cons
Eliminates messy client email threads
Built-in task and request automation
Seamless QuickBooks integration
Easy for clients and teams to use
Excellent visibility across client communications
No mobile app currently available
Best suited for accounting-focused workflows
Limited integrations beyond QuickBooks
No full white-label branding options
Requires client onboarding for best use
