Client Hub 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Client Hub

4.7

(40)

Pricing

Starting at $49.00 per month

About Client Hub

Client Hub is accounting practice management software designed to help accounting and bookkeeping firms manage daily work with more consistency and fewer bottlenecks. The cloud based platform provides a centralized environment where teams can coordinate tasks, communicate with clients, and manage documents without relying on fragmented tools.

Rather than tracking work across email threads and disconnected systems, Client Hub gives you a clear operational view of client work. You can organize responsibilities by client and service type, monitor progress across engagements, and quickly identify items that are stalled due to missing information. This visibility helps teams stay aligned, reduce rework, and maintain predictable workflows.

Client Hub also simplifies client interaction. Requests for information, questions, and file uploads are delivered through a secure client portal and mobile app, giving clients a clear and consistent way to respond. Because communication is tied directly to the related work, conversations remain easy to follow and less likely to be missed, improving response times and overall client experience.

Document handling is built directly into the workflow...

Client Hub Screenshots

Client Hub Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Solopreneur

$49.00

per user, per month

Plan includes:

Workflow Management
Client Portal
QuickBooks And Xero Integrations
Magical AI-Based Superpowers

Practice Manager

$79.00

per user, per month

Plan includes:

Workflow Management
Client Portal
QuickBooks And Xero Integrations
Magical AI-Based Superpowers

Practice Manager Plus

$99.00

per user, per month

Plan includes:

QuickBooks Integration
Xero Integration

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Client Hub Features

Popular features found in Accounting Practice Management
Billing & Invoicing
Client Management
Due Date Tracking
For CPA Firms
Project Management
Time Tracking
More features of Client Hub
Accounting
Accounting Integration
Activity/News Feed
Alerts/Notifications
Audit Trail
Calendar Management
Client Portal
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
Email Management
Employee Portal
File Management
File Sharing
File Transfer
Financial Analysis
Financial Management
For Accountants
Messaging
Mobile Access
Progress Tracking
Project Time Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Task Management
Third-Party Integrations
Time & Expense Tracking
Timer
Workflow Management

Client Hub Integrations

Zapier

SignWell

Xero

Client Hub User Reviews

Overall Rating

4.7

Ratings Breakdown

73%

28%

Secondary Ratings

Ease of Use

4.8

Value for money

4.6

Customer support

4.9

Functionality

4.7

Have you used Client Hub and would like to share your experience with others?

John C.

Verified reviewer

Accounting

11-50 employees

Used daily for free trial

Review source

Reviewed January 2023

An Amazing Demo

Ratings Breakdown

Ease of use

Functionality

Pros:

I had the pleasure of meeting via Zoom with [sensitive content hidden], Strategic Account Executive at Client Hub. I'm extremely frustrated with our firm's inability to accurately track assignments and this software seems like a good fit. I have looked at a number of other software 'solutions' previously and quite frankly I haven't fully understood/comprehended the actual functionality of the software. Instead, it was more of a sales pitch on how great the software is. [sensitive content hidden] of Client Hub did an amazing job at showing me all of the capabilities and demonstrating what the software can do...in layman's terms how this could help my company. I never felt like I was being 'sold' or 'marketed.' Instead it was, 'here's how we can help.' Thank you [sensitive content hidden] for doing such an amazing job!!

Cons:

One thing I'm not sure it can do...which is only a minor issue for what we want, is the fact that I don't believe we can print directly from our tax software (Lacerte) into a .pdf in Client Hub.

Patty S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2023

Client Hub is what I have been looking for!

Client Hub has been a great investment for my Business, and excellent Choice! I tried 4 other PM Apps, and finally found Client Hub. I no longer struggle with multiple boards and calendars to keep things going. I also like the fonts they use, and how the different screens are clear cut, crisp, and easy on the eyes. Once I committed to putting everything in Client Hub, it was literally a relief. I also like the reminder that you are past your due date on something; makes you sit up and take notice! The people at Client Hub Support are great to work with too!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to implement, and basically replaced 2 Glass boards, 2 White Board Calendars, 1 Pocket Chart, and two regular Calendars. Yep, I had a whole corner of my Office with all that Planning Paraphernalia going on! Once I understood how easy it was, I took off, put Clients in, started Templates, and was ready to run! It tracks where you are at, and is a nice font to read, very clean looking screens. By the way, the Templates are wonderful; you can customize any way you want them to be, and add new ones very easily. I also learned that I didn't want to do Client Invoicing out of any Project Management; I already have QB for that, so I no longer muddy the waters. I use Client Hub to organize what is happening on a Daily Basis in my business, and to communicate with Clients far easier than before. If I have certain things that require a Timer, I just click it on, keep the Time, and print out a report, and I am good to go. I like that I know in detail everything a Client is being billed for; it is easy to add Notes in Client Hub.

Cons:

I had to get used to Chat Support; they are responsive to questions, and do get back to you. I've learned that if I had a problem with something, Support would set up a time to call me. I think the main thing about Client Hub is that you can over think it, if you've come from harder to set up Apps previously. Once I realized it was much simpler to work with, I just took off with it.

Reasons for choosing Client Hub

Client Hub is easier to get started with, and easier to use ongoing. It is what is what I needed to see as a Dashboard, and each individual client. The Portal is really nice, icing on the Cake. I like that I can take Notes, know exactly what happened on the Project at hand, and communicate with Clients better. The Templates are absolutely great, a real game changer for having great workflow ongoing.

Reasons for switching to Client Hub

I needed something that worked, that was easy to use, and easy to look at. Along the way, I realized I did not want to do Customer Invoicing from any where other than my Accounting Program; I didn't need duplication. Client Hub Workflow is just so nice to use. Once you set up your first Client, pull in a Template, and Create the Project, you have figured it out, and can move forward easily.

Aaron Y.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed August 2022

Great platform in the making

Communication and transactional questions is the biggest thing here for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with QBO has been great for us. It is a secure platform to communicate sensitive information, which is needed when dealing with money. Along with creating a new mode of communication between our firm and our clients. It protects them and us.

Cons:

There are several bugs it seems but I know that this is an up and coming software and things seem to be improving everyday.

Robyn C.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 12 months

Reviewed July 2022

Glad I am using it and made the change. Like all apps, improvements and advancements are needed.

My overall experience has been great. The recurring client tasks has benefit my clients the most and has helped me not worrying about having to send each client an e-mail for information or reminding clients to file their own GST/HST Return. I love the workflow to keep both myself and my clients organized.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the workflow for both my firm and creating client tasks. I also enjoy that my client can send me files in the same app as well as communicate with me. It is worth the price.

Cons:

I don't like how my clients can't move files around within folders or make changes. Yes, I understand the security of the restrictions, but I would like to give certain clients these options as it results in me doing less work when a client is willing to be organized. I also find the mobile app to be limiting. It would be nice for the app to also have file sharing besides sending one file at a time and for the client to access the client tasks. I have a lot of clients that use their cell phones on the go.

Reasons for choosing Client Hub

At the time I tried the software, there was not the option for clients to send me files when they wanted to. I could only request one file at a time, which does not work for my clients.

Reasons for switching to Client Hub

Price, wanted a workflow software, and to implement client tasks.

Gayle G.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed July 2020

The value of Client Hub for our company

Overall, as I said it's a game changer. My inbox has gone down DRAMATICALLY. Clients do not lose our communications in emails. On-boarding new clients is super easy from the get go because our communications are not lost in email hell. Support at times needs to be pushed to get stuff fixed. They do a pretty good 24 hours turn around. The [SENSITIVE CONTENT HIDDEN] is still very involved with the company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product has been a game changer for my company. We have transparency company wide for all communications. The client can send communications from their phone or the website. We can customize the dashboard for the needs of each client with links to reports, scheduling functions, FAQs. It's awesome. All with bank level security.

Cons:

The program can be slow to load. It does not integrate with other programs, including Zapier. I have gmail. For some reason I get notifications in my Primary, Updates and Promotions folders.

Reasons for choosing Client Hub

We thought that the desktop was more colorful and inviting for the clients than with Liscio. Our clients are very creative and we thought the desktop would be more appealing and fun for them. It is after all their (our clients) tool as much as it is ours. There were some other reasons we did not want to go with Liscio but I don't remember what they are. We liked the management team more at Client Hub than at Liscio.

Kandi J.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Reviewed July 2022

High Praise for Client Hub!

My experience has been FANTASTIC!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that Client Hub is very user friendly both for me and for my clients. The software is nice to look at, easy to use, and after trying many other software - this was my choice - hands down!

Cons:

I haven't found a bad thing about it yet!!!

Reasons for choosing Client Hub

The software was exactly what I was looking for.

Reasons for switching to Client Hub

Asana was hard to understand, I didn't like the interfaces, and it wasn't user friendly for my clients.

Luis R.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 12 months

Review source

Reviewed August 2022

Client hub is a lifesaver for resolving unknown transaction details

Overall client hub has been a time saver. It keeps me on track and I get transaction details much faster.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with quickbooks to request transaction details from clients is what I had been looking for.

Cons:

It would be nice if it would send emails and track income emails as well. The integrated messaging is great, but not all clients like to log in to the portal.

Reasons for choosing Client Hub

The integration with quickbooks to help resolve unknown transaction details.

Kelsey K.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 12 months

Reviewed July 2020

Simple and secure client communication

Emails back & forth with clients can get messy and confusing. I really like the Client Tasks area so we can both still what the open items are at a glance, and they serve as a To-Do list. Separating client chat from texts prevents information from getting lost or forgotten.

Ratings Breakdown

Ease of use

Functionality

Pros:

The chat thread is what I use the most. I like that this app keeps all my client communication in one place. The thread is searchable, so you have a record of your conversations.

Cons:

The mobile app still has a few glitches. I prefer to use the app on the web, but clients use the mobile app and have expressed some frustrations.

Reasons for choosing Client Hub

Slack is more for teams, it was confusing to learn, and had way more features than necessary. Client Hub is specifically for accounting pros and it solves the pain points we have in communicating with clients.

Richard R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed July 2020

Ease of use