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.
| ClientHub Review Summary | |
| Performance Score | A |
| Content/Output Quality | Workflow-Optimized |
| Interface | Clean & Purposeful |
| AI Technology |
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| 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.
ClientHub Key Features
| 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
Pros
- 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
Cons
- 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
FAQs
How does ClientHub help accountants save time?
ClientHub reduces email clutter with smart task automation and clear client communication threads, keeping your firm organized and responsive.
Does ClientHub integrate with accounting tools?
Yes, ClientHub integrates directly with QuickBooks Online to sync client data and simplify accounting workflows.
Can I share documents with clients in ClientHub?
Absolutely. You can securely upload, send, and manage documents through the built-in file sharing and client messaging system.
