Client Hub

iPhone + Android

8.3No. 5 of 30
in Customer Portal Software

Recognised40% of the score73
Phone app26% of the score100
Documented20% of the score92
Free plan14% of the score0

Free plan: Trial only
Paid plans from: $49/mo
Runs on: Android, iPhone, Web

Summary

Client Hub is ranked #5 of 30 in customer portal software on Samsung Mobile US Press. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Client Hub plans and pricing

All plans

Solopreneur $49/mo Annual Billing; available only on annual billing single user · limited to solo user firms · all features included clienthub.app · 4 Oct 2026

Practice Manager $99/mo Monthly Billing per firm user · includes QuickBooks and Xero integrations · unlimited clients clienthub.app · 4 Oct 2026

Compared on customer portal software

Free plan: Noclienthub.app
Request intake: Yesclienthub.app
Work tracking: Yesclienthub.app
File sharing: Yesclienthub.app
Custom domain: Yesclienthub.app

Facts

Purpose: Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close.clienthub.app · 4 Oct 2026
Workflow management: Teams can create structured jobs with checklists, task owners, deadlines, statuses, and recurring workflows.clienthub.app · 4 Oct 2026
Client portal: Each client gets a workspace to upload files, answer requests, and communicate with the firm.clienthub.app · 4 Oct 2026
AI features: Its AI can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports.clienthub.app · 4 Oct 2026
Accounting integrations: Client Hub offers integrations with QuickBooks Online and Xero, including transaction workflows and two-way syncing.clienthub.app · 4 Oct 2026
Other integrations: The platform integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which the page says connects to over 5,000 applications.clienthub.app · 4 Oct 2026
Mobile app: The iOS and Android apps support messaging, task completion, document handling, and real-time notifications; the app shows the 20 most recent documents, with older files accessed on the web version.clienthub.app · 4 Oct 2026
Security: Client Hub says data is encrypted in transit and at rest, hosted using Google Cloud Platform and AWS, and backed up daily.clienthub.app · 4 Oct 2026
Security controls: The security page describes SMS two-factor authentication, role-based access, monitored sessions, and limited employee access to production data.clienthub.app · 4 Oct 2026
Privacy: Client Hub says it acts as a data processor, does not sell personal information, and lets customers retain ownership of their data.clienthub.app · 4 Oct 2026
Support: The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support.clienthub.app · 4 Oct 2026
Pricing limits: Pricing is per firm user rather than per client, and all plans include unlimited clients and unlimited storage.clienthub.app · 4 Oct 2026
Intended users: The product is presented for bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices and hybrid or remote teams.clienthub.app · 4 Oct 2026
Company origin: The about page says Client Hub started in 2017 and identifies Judie McCarthy as co-founder.clienthub.app · 4 Oct 2026