Client Hub

× Client Hub empowers your firm with AI. Learn More Put an end to busy seasons. Client Hub transforms them toLearn moreSign InGet a Demo Powerful yet Simple Accounting Practice Management,with Month-end Close reviews built-inBuilt for firms that offer small business client accounting or bookkeeping servicesStreamline client communicationClient portal experience is at the core, not an afterthought. Never have your client requests ignored and never waste time chasing them for answersFaster month-end closes, leveraging AI Deep QuickBooks Integration with AI-based tools to help you close your clients' books with accuracy in record time  Make sure nothing falls through the cracksAssign and manage client deliverables, triage and respond to client communications, and never feel overwhelmedGet a DemoorStart a Free TrialSo, What’s So Magical About Client Hub?Beyond client collaboration and practice management, it has bookkeeping workflows built in!Client Hub combines powerful practice management tools—like a client portal, workflow tracking, document management, and time tracking—with deep bookkeeping workflows that automate month-end close, resolve uncategorized transactions, and more.It’s everything your firm needs, in one streamlined solution.All of the Features, None of the ComplexityBuilt specifically for cloud accounting and bookkeeping practices. Also check out the product tour page.Month-endCloseRecategorizeTransactionsWorkflowManagementClientTasksEmailManagementMobileAppDiscoverAll Features Say Goodbye to ChaosClient Hub's workflow, practice management, and client communication tools are the right choice for many different kinds of firms. THE PROBLEMDealing with inefficiencies from using so many disconnected tools to run your firm?No standardization of your workflow processesClient Communication scattered everywherePoor visibility to everything going on in your firmTHE SOLUTIONClient Hub streamlines everything(without needing 5-10 different tools)“This is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my team”Quote from Jan HaugoTake Your Firm to the Next LevelClient Hub leaves all other practice management solutions behindEfficiently ManageAll WorkManage work across your team with powerful jobs featuring easy-to-follow workflow checklists, time tracking, and easy team collaborationNever Chase Clients for Missing InformationClient Experience is at the core and is so good that your clients actually respond in time. Powerful Client Tasks and QBO/Xero integrations to resolve uncategorized transactionsPowerful ClientData ReviewsFind and fix QuickBooks data anomalies and make clean ups and monthly closes remarkably fasterIncredible AI SuperpowersLet AI draft your emails, let AI generate your workflows, ask AI for anything and it will magically respond by looking at all your content (even within files and emails)Transform Email ManagementSave hours and hours of inbox time with our Magic email features - summarize threads, draft replies for you and adjust email toneNo More Client Communication SiloesNo more wondering if your teammate responded – or if someone else on the team has more recent information that you don’tIntegrated Document ManagementEverything is in one place, internal docs for your team and client-facing docs that are easily accessible to themBirds-Eye Viewon Your FirmKeep on top of everything going on within your firm and with your clients with insightful and easy-to-use dashboardsAnd Even MoreeSignatures, Zapier Integration, Exciting AI Roadmap, Incredible SupportIntegrates With All Your Favorite ToolsAnchor for client proposals and billingQuickBooks and Xero for client accounting servicesZapier for anything else in your tech stackCheck it Out: Quick Overview VideosGot 1 minute?Watch Blake Oliver of EarmarkGot 5 minutes?Watch Jason StaatsJoin Hundreds of Firms Like Yours Who ♥️♥️♥️ Client Hub"Client hub is a lifesaver for resolving unknown transaction details""Overall client hub has been a time saver... I get transaction details much faster."Luis R."Effortless Client Communication Dashboard""The clients understand what they need to do, how they need to work with me..."Jan H."Automation and QBO integration have significantly cut labor hours out of my day and freed me up to focus on other tasks."Stephanie“Amazing customer service and folks that actually listen to suggestions and implement upgrades and features constantly.”Kari BeebeTHE best acct practice software on the market"I've been struggling for years to find the right combination of software that would allow me and my team to manage all of our bookkeeping clients [...]"Donald“Client Hub is going to provide a much better communication experience between accounting firms and their clients.”Kenji KuramotoCan't Live Without It!"I appreciate this app every day, as it continues to add new features and makes everything run so much smoother."BeccaLClient Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!Erick RiveraBalCo Business Solutions“I love Client Hub—it helps get transactions answered quickly and streamlines our workflow management.”JessicaOur clients love the mobile app of Client Hub. Using modern ways to collaborate creates a better experience for our clients and sets us apart from other firmsNikole MackenzieMomentum AccountingEasy to implement and simple to use!"I wanted a task mgmt tool for clients that wouldn't take me hours of frustration to learn how to use and implement. [...]"AmillerA good communication tool"Client hub is a good communication tool for your QBO clients."D Lee"The platform is so intuitive, flexible, and easy to use. It has lots of options for how you can receive information."Laurie F.“The automation of recurring monthly tasks and QBO integration has significantly cut labor hours and freed me up to focus on more important tasks.”StephanieEfficient and Flexible"It allows me to go to a client where all the data concerning that client –files, links, passwords, etc. – are right there in that work space."Regina MooreWow - you guys have done an amazing job --I'm actually blown away. Woo woo!!Laura RedmondQBOPro, Aero Workflow"My day starts with Client Hub and I'd be lost without it. What do I love about Client Hub? Everything. It's been the perfect fit for my bookkeeping/advisory business. I love the ease of the initial setup, the daily use and the onboarding of clients. It is super practical and has everything I need to conduct my daily work: tasks (for me and my client), deadlines, email integration, recurring tasks, secure file share and a chat channel - keeping my communication with clients primarily out of email. Customer Support is timely and valuable. The updates to the software are thoughtful and don't complicate things."Danielle K."Simple and secure client communication""...The chat thread is what I use the most... The thread is searchable..."Kelsey K."Wondering what it’s like to implement and adopt Client Hub's accounting practice management solutions? Explore case studies, testimonials, and reviews to find out from actual users."Will"The value of Client Hub for our company""...as I said it's a game changer... It's awesome. All with bank level security."Gayle G."Thank you for creating such a wonderful tool. As I delve further into the app, I'm continually impressed by its capabilities. The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients in realizing their creative visions. Kudos for developing a solution that seamlessly fits our needs!"Frank ShaunThis is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my teamJan HaugoTHE BEST"Love it!!! Period."YaniClient Hub was so easy to set up, it took less than 10 minutes. The first client I showed it to loved it. It’s exactly what she has been asking for.Heather SatterelySatterely Consulting"I save a huge amount of time by categorizing expenses as 'Uncategorized Expense,’ which automatically creates a task for the client."Steven“Client Hub has made the sharing of documents and communication with my clients much easier!”Mikelle M.Uncategorized Expenses no long daunting task"With Client Hub, then can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!"Prosper Financials LLCProsper Financials LLC"Great Features""The tasks panel is very helpful when something is needed... clients can easily select which account the expense transactions belong to."Jessica W."I wanted a task management tool for clients that wouldn't take hours to learn or implement. Client Hub nailed it."Amiller“Client Hub is a lifesaver for resolving unknown transaction details. Overall Client Hub has been a time saver—I get transaction details much faster.”Luis R.Client Hub great workflow tool"I love it, my clients love it! It is easy to manage workflow and collaborate with clients. [...]"cwillett2020“This app has streamlined client communications and workflow management. Everything in one place!”ArielleBest App"This app has streamlined Client communications and workflow management. It really has everything in one place for what you'll need to run a practice."Arielle“What impresses me about Client Hub is its simplicity, practical design, and that it is a client facing solution.”Clayton Oates"Easy to use and implement""I like that it is easy to use... even setup templates to onboard customers."Jacquie M."Client Communication on steroids""The best features are the SECURE Apps links with password management baked in... The resources section..."Monique S.Great experience!"Client Hub has been a great workflow tool for our team and is always willing to work with us and use our feedback to make improvements!"Kylie"The clients understand what they need to do and how they need to work with me. Communication has never been clearer."Jan H."Central access to all my client needs.""It has drastically reduced client email... Ease of use and implementation. Security of the software."Wendelyn D.Game changer!"My clients love the collaboration it provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."TeamLegacyAccountingLegacy Accounting"Almost perfect all around""Although there are a few little tweaks... Interfaces with QBO to categorize transactions."Janice Hudson D.User friendly and so easy to stay organized!"Our team loves ClientHub. We use it internally for task lists as well as externally as a secure way to communicate and keep organized [...]"MelanieLove Client Hub"I love Client Hub as it helps with the getting the transactions in questions answered easily by the clients, and we're also able to use it for our company's workflow management. [...]"Jessica"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."“I love the workflows to keep both myself and my clients organized.”Robyn C."The Client Hub support team has been very helpful when I’ve needed them."Bryan W."Ease of use and secure implementation make Client Hub essential for our workflow."Wendelyn"Clients love the collaboration Client Hub provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."Team Legacy AccountingClient Hub is my favorite feature as a ThinkBeyondtheDesktop customer. It is like having all of your groceries in one bag! The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations. We can all upload and share documents but my favorite is the ability to have quick access to all of my apps and store my passwords in one convenient and secure place!Jacqueline MeninnoBruin Corporation of FraminghamClient Hub"Client Hub is a real time saver when researching client requests."J BeaulieuGreat Team and Product"Love the Collaboration Features and Easy Onboarding."Jordan"Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!"Jackie BeaulieuThink Beyond the DesktopEverything in one place."I have been using Client Hub to organize my tasks and workflow since 1/2020. I explored other apps for this including QBO Work but [...]"MaryExcellent app"Creates a great space for clients to address transactions with. [...]"BryanW“Client Hub is excellent! I now stay organized and on top of tasks for myself, my team, and my clients.”Jacob C."BEST Productivity app for accountants and bookkeepers! The client task feature makes it easy to track items we are waiting on for clients and makes it easy for them to reply. There are so many cool automations to help eliminate things from falling throught the cracks and their AI tools and QuickBooks Online integration top it all of to round out as a complete practice management solution."Judie M.“Client Hub has a firm-to-user experience that is simple and easy to get up and running, but powerful.”Will Lopez"Life Changing!""It has made secure communications with my clients much easier..."Heather H.GAME CHANGER!!"Clienthub is SO easy to set up and tailor it to your business. [...] This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game."Joel“Love this software. It feels like texting—keeps clients out of my inbox and makes communication easy.”Kristy M.Client Hub"Client Hub is a real time saver when researching client reqJ Beaulieu“We've been using Client Hub in our firm for almost a year now and we're so thankful for it. There are continual improvements and the Client Hub team is always friendly, helpful and open to suggestions.”Melcat"The people behind the software are very responsive to requests and concerns. They want you and Client Hub to have an outstanding working relationship."Regina Moore"I now stay organized and on top of tasks for myself, my team, and my clients... no more stressing about workflows, jobs, or deadlines."Jacob C.EXACTLY what my firm needed"I am blown away by this app! Everything at my fingertips and everything at my clients' fingertips as well!"eControllerPlusEasiest Client Communication Tool"Client Hub has has transformed our client communication. [...]"CustomizableExcellent Product"I highly recommend Client Hub to anyone who wants to streamline communication with clients, get organized, and save time."TheSellerCPALLCPrayers Answered"This app has streamlined and organized my client communication."Solidence"Secure and Efficient way to communicate""Love this software. Invaluable in my business... it feels like texting so it's incredibly easy to keep them out of my inbox."Kristy M.Uncategorized Expenses no long daunting task"With Client Hub, then can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!"Prosper Financials LLCProsper Financials LLC"Easy to Use with Lots of Options""It is so intuitive, flexible, and easy to use... It has lots of options for how you can receive information."Laurie F."Client Hub is best!""Client Hub has made sharing of documents and communication with my clients much easier!... Client hub is easy to use..."Mikelle M."I use Client Hub everyday""...it has made my job so much easier... It's very user friendly."Mary G.A quick note to tell you how much we LOVE Client Hub. It's such a needed tool!!! Thank you!!!!!Stephanie McGuirtStephanie McGuirt LLCSO THANKFUL"I highly recommend it and would be willing to help anyone out if they had any questions!!"CortnieG"High Praise for Client Hub!""My experience has been FANTASTIC!... this was my choice - hands down!"Kandi J.Now, I can grow my business!"Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client."DanielleGame changing app!"The automation of sending recurring monthly tasks to clients to collect information and QBO integration has significantly cut labor hours out of my day and freed me up to focus on other tasks."StephanieA homerun with my clients!"They find it super efficient and intuitive. They like how it keeps things organized and avoids tons of emails flying back and forth."Ben IrvinMust have app for every ProAdvisor"Best all-in-one app ever! A turnkey solution, you can have up and running in just minutes. [...]"ClientHubTeamMost-in-one Practice Management Solution"This app is excellent! I now stay organized and on top of tasks for myself, my team, and my clients."Jacob C."ClientHub Helps Me Communicate With My Clients"“I have felt more connected to my clients since using Client Hub.”Rebekah B.GAME CHANGER!!"Clienthub is SO easy to set up and tailor it to your business. [...] This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game."Joel"The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations."Jacqueline"Life Made Easier""I know where I stand and my staff with the monthly and even daily tasks per clients."Deborah N.THE BEST"Love it!!! Period."Yani“What I like most is the ability to take client communication out of my email and into one place so client requests and questions don’t slip through the cracks. Amazing customer service and folks that actually listen to suggestions and implement upgrades and features constantly.”Kari BeebeDoing the job"The product is helpful in keeping the lines of communication clear (and documented) between myself and my accountant. [...]"SalesSolutions"The Client Hub team provides amazing support and is always looking to improve the platform based on users' feedback."MelanieExcellent Client Collaboration"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."Ibi OjoDiscover All TestimonialsCompare Client Hub to AlternativesBuilt for bookkeeping / outsourced accounting or CFO services firmsTypical PracticeManagement PlatformsEverything you need to manage work in your firm … Client management, project management, document management, time tracking etc.Deep QuickBooks and Xero integrationsAdvanced Email IntegrationIncredible AI features  See listOverall ExperienceDrop-dead SimpleComplexFrequently Asked Questions+1. What is Client Hub?Client Hub is a unique Accounting Practice Management platform that is both powerful and yet incredibly simple to use.  It unifies workflow, task tracking, document exchange and an integrated Accounting Client Portal—and helps you with month-end reviews for your QuickBooks clients.+2. How is Client Hub priced compared with other solutions?We keep it simple: a per-firm user plan (no charge for client users) with unlimited clients and storage. By contrast, others bill per client (Keeper) and / or layer modular add-on fees (Canopy, Financial Cents, Keeper etc.). Most firms switching to Client Hub from another platform cut software spend by an average of 40%.+3. How does Client Hub improve my clients' experience?The portal gives each client a branded, easy-to-use workspace to upload files, answer requests, e-sign docs and even clear uncategorized QuickBooks transactions—all without email back-and-forth. Firms report faster responses and elimination of those “status-check” emails.+4. Will Client Hub really save our team time?Yes. You will save time because Client Hub automates getting everything from clients and streamlining your work, so your team starts and finishes engagements in much less time.  Just one example - sync open QBO / Xero transactions to the Accounting Client Portal, get updates and sync everything back to QuickBooks — gives most firms several hours back each week.+5. How long does it take to switch?Most small firms launch within a day using our self-guided import tool. Larger practices can be up and running with their full team trained in 2-3 weeks. If you need, we also offer Concierge Onboarding services, so you hit the ground running.+6. Is client data secure?Absolutely. All data is encrypted in transit and at rest, stored on Google Cloud and Amazon Web Services infrastructure and 24 × 7 monitoring. You can also enable MFA and keep data segmented by role-based permissions.+7. Does Client Hub integrate with my existing apps?Deep two-way QuickBooks Online sync is built in. You can also connect email, bill clients via Anchor, and use Zapier for hundreds of automations — so Client Hub becomes the nucleus of your Accounting Practice Management stack.+8. Can I brand the Accounting Client Portal?Yes. Upload your logo and colors once, and your client’s login as well as portal page reflects your firm’s brand — reinforcing a seamless client experience.+9. What support is included?Every plan includes free support, training webinars, and an active user community — no required “setup fees” or expensive support tiers.+10. Am I locked into a long-term contract?No. Choose monthly or annual billing and cancel anytime. Unlimited clients mean you never outgrow your plan.Ready to Build a Calm, Profitable Firm with Smarter Accounting Practice Management?Book a Demo6160 SW Highway 200Suite 110-582Ocala, FL 34476+1-352-781-4002Contact UsNote: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.SolutionsFeatures OverviewAI-Powered IntelligenceIntegrationsData SecurityPricing/PlansSuccess StoriesComparisonsAlternative to KeeperAlternative to TaxDomeAlternative to KarbonAlternative to CanopyAlternative to JetPackAlternative to Financial CentsAlternative to LiscioResourcesAbout UsBlogPodcasts & VideosHelp Knowledge BaseNewsletter Signup© 2026 Client HubPrivacy PolicyTerms of Service Click for sound3:42 --- × Put an end to busy seasons. Client Hub transforms them toLearn moreSign InGet a DemoClient Hub PricingStreamlined Workflows for Modern Accounting and Tax TeamsBuilt for bookkeeping, CPA, tax, and CAS teams looking to improve client communication, streamline task management, and enhance workflow efficiency, all with simple, predictable pricing.Annual BillingMonthly BillingSolopreneur$49 single userper monthLimited to solo user firms — all features includedPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsPractice Manager$59 per firm userper monthComplete Practice Management, Including a Client PortalPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsPractice Manager$79 per firm userper month+ QuickBooks and Xero IntegrationsPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsSolopreneurAvailable only on annual billingLimited to solo user firms — all features includedPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsPractice Manager$79 per firm userper monthComplete Practice Management, Including a Client PortalPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsPractice Manager$99 per firm userper month+ QuickBooks and Xero IntegrationsPractice ManagementWorkflowDashboardsTime trackingEmail syncClient PortalMobile appAssign clients tasksSecure messagingFile sharingeSignatureQuickBooks IntegrationResolve uncategorized transactionsMonth-end closeFinancial reports1099 ManagerXero integrationResolve uncategorized transactionsAll plans includeUnlimited clientsUnlimited storageUnmatched AI-based featuresWorld-class supportTrainingCommunity Get a DemoorStart a Free TrialDetailed Plans ComparisonBilling frequencyAnnual BillingMonthly BillingSolopreneur$49 user/mo billed annuallyPractice Manager$59 user/mo billed annuallyPractice Manager$79 user/mo billed annuallySolopreneurAvailable only on annual billingPractice Manager$79 user/mo billed annuallyPractice Manager$99 user/mo billed annuallyManage Workflow and DeadlinesManage client work (jobs)Manage recurring jobsPin items for quick actionCollaborate on work with your teamCapture client meetings with notesBuilt-in document managementClient CollaborationMobile appAssign clients tasksSecure messagingSecure document sharingLinks to Apps and ResourcesCollect eSignaturesDashboards and ReportingTrack Outstanding and completed workTrack Outstanding client requestsTrack time on jobsTrack time versus budgetEmail and IntegrationsEmail integration with Microsoft 365Email integration with Google MailAnchor integration for billingZapier integrationPowerful AI-based FeaturesMagic Workflow: Generate tasks for any workflowMagic Messages: Auto-draft client messagesMagic Emails: Auto-draft email repliesMagic Client Tasks: Auto-draft client requestsMagic Books Review: AI-based Monthly end close reviewAdvanced Bookkeeping WorkflowsQuickBooks: Resolve Uncategorized transactionsQuickBooks: Books Review (Month-end close) QuickBooks: Publish financials to clientsQuickBooks: W9 and 1099 ManagerXero: Resolve Uncategorized transactionsWhy Do Users Love Client Hub?Hundreds of firms trust Client Hub to help them save time, reduce effort, and drive growth."My day starts with Client Hub and I'd be lost without it. What do I love about Client Hub? Everything. It's been the perfect fit for my bookkeeping/advisory business. I love the ease of the initial setup, the daily use and the onboarding of clients. It is super practical and has everything I need to conduct my daily work: tasks (for me and my client), deadlines, email integration, recurring tasks, secure file share and a chat channel - keeping my communication with clients primarily out of email. Customer Support is timely and valuable. The updates to the software are thoughtful and don't complicate things."Danielle K."BEST Productivity app for accountants and bookkeepers! The client task feature makes it easy to track items we are waiting on for clients and makes it easy for them to reply. There are so many cool automations to help eliminate things from falling throught the cracks and their AI tools and QuickBooks Online integration top it all of to round out as a complete practice management solution."Judie M."Thank you for creating such a wonderful tool. As I delve further into the app, I'm continually impressed by its capabilities. The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients in realizing their creative visions. Kudos for developing a solution that seamlessly fits our needs!"Frank ShaunFrequently Asked Questions+How is the service priced?Client Hub pricing is based on your number of firm users or team members, not on the number of clients you serve, and always includes unlimited clients. Compared to solutions that charge per client, this model can save you thousands of dollars each year.+Should I expect add-ons or extra charges?There are never any add-ons or surprise charges. All features are included in every subscription fee.+Is unlimited file storage included?Yes. We offer unlimited file storage. There is no size cap or limit on the number of files you can upload.+What happens if a team member is hired or leaves during our annual subscription period?There’s no penalty if a team member leaves during your subscription period. We’ll just prorate your Client Hub pricing for the unused seat time in the annual subscription.New team members can be added at any time. We’ll adjust your subscription fee to add a seat for the remaining subscription period.+I want to try Client Hub before committing. Is there a free trial, and how long is it?We're happy to offer a free trial, typically lasting 14 days. It will include the full functionality of the app with no restrictions so that you can test all features and even bring on clients.Book a demo to arrange your free trial.+Are training and implementation support included in Client Hub pricing?Yes. We're here to help you succeed! Every subscription includes expert support and live, professional-led Client Hub Academy learning sessions at no additional charge.+Is there an additional charge for specialized onboarding services?Our free training options are robust and meet the needs of most firms. Concierge onboarding is available at a fee for larger organizations preferring extensive assistance.+Can I get live customer support if I have questions?Our responsive, primarily US-based customer support experts are accessible via phone, email, and live chat.+How securely does the client portal handle sensitive financial information?Client Hub is hosted and served through Google Cloud Platform and Amazon Web Services and leverages their industry-leading security standards. The platform uses 256-bit encryption and is certified under top ISO and SOC compliance standards.+Can I store private internal firm documents separate from client documents?Yes, the platform provides you with an internal folder. It’s completely separate and private from any client-shared folders and visible only to authorized team members.+Can I restrict my employees' access to certain clients or documents?Yes. Role based access controls allow you to restrict information by role or user. Team members can be assigned to specific client workspaces, ensuring that they only see communication and files relevant to their assigned clients. You can also assign employees to specific jobs without giving them access to the entire client profile.Ready to Build a Calm, Profitable Firm with Smarter Accounting Practice Management?Book a Demo6160 SW Highway 200Suite 110-582Ocala, FL 34476+1-352-781-4002Contact UsNote: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.SolutionsFeatures OverviewAI-Powered IntelligenceIntegrationsData SecurityPricing/PlansSuccess StoriesComparisonsAlternative to KeeperAlternative to TaxDomeAlternative to KarbonAlternative to CanopyAlternative to JetPackAlternative to Financial CentsAlternative to LiscioResourcesAbout UsBlogPodcasts & VideosHelp Knowledge BaseNewsletter Signup© 2026 Client HubPrivacy PolicyTerms of Service Click for sound3:42 --- × Put an end to busy seasons. Client Hub transforms them toLearn moreSign InGet a DemoAboutFounded in 2017 and based in Florida, Client Hub is dedicated to our mission: “Happy Clients. Happy Firm.”Our StoryWe have our roots in the accounting profession. Our co-founder Judie McCarthy founded and ran a Top 100 ProAdvisor firm.  Over the years, Judie noted that the biggest pain point in her workflow was waiting on clients.Client communication is broken primarily because email inboxes are overwhelmed, and this clutter prevents clients from responding.  There had to be a better way.Client Hub was born with the simple idea that firms need a platform that is built for both their teams AND their clients.  With Client Hub, accounting professionals get faster responses, leading to better client relationships and a more productive firm.  Happy Clients. Happy Firm.Our Philosophy1. Amazing Client ExperienceNothing matters more to us than an amazing client experience that your firm is proud to roll out. We are representing your modern firm and approach with your clients.2. Sophisticated Yet SimpleWe obsess over our product’s design, so that we give your team and clients powerful capabilities while keeping the experience modern and delightfully simple to use.3. Friendly ServiceWe aim to make customer support something you should never need, but if you do, we are there with friendly, helpful responses.4. Fair pricingWe offer a simple plan with competitive pricing with no upfront setup fees, lock-ins or other gimmicks.Recognized by top tier organizationsOver the years, Client Hub has been proud to be recognized as a top solution by several organizations.Winner of this recognition from AICPA, which included funding for Client Hub .Innovation Award Finalist.A leading startup accelerator and Investor in Client Hub. 6160 SW Highway 200Suite 110-582Ocala, FL 34476+1-352-781-4002Contact UsNote: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.SolutionsFeatures OverviewAI-Powered IntelligenceIntegrationsData SecurityPricing/PlansSuccess StoriesComparisonsAlternative to KeeperAlternative to TaxDomeAlternative to KarbonAlternative to CanopyAlternative to JetPackAlternative to Financial CentsAlternative to LiscioResourcesAbout UsBlogPodcasts & VideosHelp Knowledge BaseNewsletter Signup© 2026 Client HubPrivacy PolicyTerms of Service --- × Client Hub empowers your firm with AI. Learn More Sign InGet a DemoTransform Busy Seasons into 🎉 Wow SeasonsTransform Busy SeasonsintoWhere Practice Management Meets Peace of MindClient Hub's AI-powered platform eliminates the stress, long hours, and endless document chasing that plague accounting and bookkeeping firms every busy season.Schedule Your DemoSay Goodbye to Busy Seasons ForeverAt Client Hub, we're redefining practice management for accounting and bookkeeping firms. Our comprehensive solution doesn't just help you survive busy season—it helps you run a calmer firm year-round.Limited-Time Offer$50 OFFyour first three months*Complimentary Learning SeriesA tailored experience to help your firm reach the calm productivity of Wow Season.Start Turning Chaos into CalmSchedule Your Personalized DemoHow Client Hub Turns Chaos into CalmInstant Knowledge with Magic AnswersAsk questions in plain English and receive immediate insights drawn from your client's files, tasks, notes, and communications—no more hunting through scattered documents.AI-Powered Month-End Close ReviewOur intelligent Books Review tool for QuickBooks Online automatically analyzes accounts, highlights areas needing attention, and explains why—turning hours of reconciliation into minutes.Smart Email Response GenerationReclaim your inbox with AI that drafts professional client responses for your review, cutting email management time by up to 70% during peak periods.Automated Client Follow-UpNever sit waiting for client information again. Our system persistently and professionally follows up, keeping your preparation workflow moving forward.Seamless Communication TrackingInstantly convert emails and messages into actionable tasks with smart prioritization, ensuring critical deadlines are never missed.Unified Client WorkspacesIncoming emails automatically populate client workspaces, giving your entire team instant access to complete client correspondence histories when they need it most.Real-Time Team CollaborationBreak down information silos with collaborative workspaces and comprehensive dashboards that keep everyone aligned during the busiest periods.★ ★ ★ ★ ★Chaos, Be Gone!Thank you for creating such a wonderful tool. As I delve further into the app, I'm continually impressed by its capabilities. The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients in realizing their creative visions. Kudos for developing a solution that seamlessly fits our needs!— FrankShaun, United States★★★★★ (50+ reviews) on QuickBooks App StoreView all reviewsLimited-Time Offer$50 OFFyour first three months*Complimentary Learning SeriesA tailored experience to help your firm reach the calm productivity of Wow Season.Start Turning Chaos into CalmSchedule Your Personalized Demo* Discount is contingent on attending our free Client Hub Academy learning series.6160 SW Highway 200Suite 110-582Ocala, FL 34476+1-352-781-4002Contact UsNote: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.SolutionsFeatures OverviewAI-Powered IntelligenceIntegrationsData SecurityPricing/PlansSuccess StoriesComparisonsAlternative to KeeperAlternative to TaxDomeAlternative to KarbonAlternative to CanopyAlternative to JetPackAlternative to Financial CentsAlternative to LiscioResourcesAbout UsBlogPodcasts & VideosHelp Knowledge BaseNewsletter Signup© 2026 Client HubPrivacy PolicyTerms of Service