Client Hub

Client Hub is a practice management platform that combines workflow management, task tracking, document exchange, and a client portal in one system. Its design emphasises the client-facing experience, giving accounting firms a branded interface for client interactions.

Firms use Client Hub to send document requests, collect files, assign client-facing tasks (like filling out tax organizers), and communicate with clients — all within the portal. Internally, it tracks job progress, team assignments, and recurring work. The platform aims to reduce the back-and-forth of email-based document collection by giving clients a single place to upload files and complete requests.

It is best suited for small to mid-sized firms that prioritise the client experience and want document collection and communication built into their practice management workflow rather than handled by separate tools.