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Client Hub is a modern accounting practice management and client portal software designed specifically for accounting and bookkeeping firms. Built to streamline client communications and core workflows, it transforms busy seasons into efficient, manageable processes. Developed to solve the common problem of stalled work due to delayed client responses and scattered communications, Client Hub centralizes all client interactions into actionable tasks with clear ownership and deadlines. Its core capabilities include task and job management, team collaboration, automation with AI-powered features, firm-wide visibility, and deep integrations with popular accounting tools like QuickBooks Online and Xero. The platform also offers a mobile app for seamless client engagement on the go. Client Hub fits firms of all sizes looking to improve client responsiveness, reduce manual follow-ups, and run month-end close and other workflows faster and more transparently.
4.8/5
High, consistent, and actionable
Clean, intuitive, and client-focused
To streamline accounting practice management by turning client communications into actionable workflows and accelerating firm operations.
Available on web and mobile with deep integrations to QuickBooks Online, Xero, and Zapier for seamless workflow connectivity.
Freemium with paid tiers offering advanced features and increased capacity
Features with the highest value for users are highlighted here.
Task and job management
Client communication tracking
AI-powered automation and insights
Role-based firm management
Real-time reporting and dashboards
Deep integrations with QuickBooks and Xero
Secure client portal with file sharing
Mobile app for on-the-go collaboration
Accounting Firms
Bookkeeping Services
Small to Medium Practices
Remote Teams
Practice Managers
Client-Facing Staff
Tech-Savvy Firms
Growing Firms
Solo Practitioners
Financial Advisors
Free
Pro
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| Tool | Rating | Visits / mo | Global rank | Category rank | Engagement | Bounce | Top market | Starts at | Free tier | Integrations | Action |
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