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Client Hub
Ocala, Florida, United States
What it is
Client Hub is accounting practice management software for turning client communications into trackable work and coordinating processes such as month-end close. Teams can build jobs with checklists, task owners, deadlines, statuses, and recurring workflows. Each client receives a workspace for file uploads, requests, and communication with the firm. AI tools can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports. Client Hub integrates with QuickBooks Online and Xero for transaction workflows and two-way syncing, as well as Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier. The platform is available on web, iOS, and Android. Its mobile apps support messaging, task completion, document handling, and real-time notifications; they show the 20 most recent documents, while older files are accessed on the web. Pricing starts at $49/user/mo (annual), with a 14-day trial and no free plan. Pricing is per firm user, and plans include unlimited clients and storage. Client Hub was founded in 2017 and is presented for bookkeeping, CPA, tax, CAS, outsourced or fractional finance practices, and hybrid or remote teams.
For and against
For
- Jobs include checklists, owners, deadlines, and recurring workflows.
- Client workspaces support files, requests, and communication.
- Connects with QuickBooks Online and Xero.
- Plans include unlimited clients and storage.
- Subscriptions include onboarding and support.
Against
- No free plan is listed.
- Pricing starts at $49/user/mo (annual).
- Mobile apps show only the 20 most recent documents.
The verdict
Client Hub combines accounting workflows with client communication and file handling, plus integrations with QuickBooks Online and Xero. Consider the per-user pricing and web access needed for older documents when choosing it.
Who it suits
Client Hub is aimed at bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices. Its workflows and client workspaces may also suit hybrid and remote accounting teams.
Plans and prices
Solopreneur
single user · limited to solo user firms · all features included
Read 4 Oct 2026 · clienthub.app
Practice Manager
per firm user · includes QuickBooks and Xero integrations · unlimited clients
Read 4 Oct 2026 · clienthub.app
On the record
- Accounting integrations
- Client Hub offers integrations with QuickBooks Online and Xero, including transaction workflows and two-way syncing.clienthub.app · read 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 · read 4 Oct 2026
- Client portal
- Each client gets a workspace to upload files, answer requests, and communicate with the firm.clienthub.app · read 4 Oct 2026
- Company origin
- The about page says Client Hub started in 2017 and identifies Judie McCarthy as co-founder.clienthub.app · read 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 · read 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
- 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
- Workflow management
- Teams can create structured jobs with checklists, task owners, deadlines, statuses, and recurring workflows.clienthub.app · read 4 Oct 2026
