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 believe fast client responses are the key to efficient workflow — particularly bookkeeping and CAS practices, given its deep QuickBooks and Xero integrations.

Pricing

Per-user pricing, ranging from $49 to $99 per user per month. 14-day free trial available.

Reviews

• Capterra: 4.7/5 (30 reviews)

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	Yes
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	No
Task dependencies	No
Automations	Yes
Custom statuses	No
@Mentions	No
Statutory due dates	No

Client Management

Feature	Supported
Client directory	Yes
Contacts	Yes
Client groups	No
Custom fields	No
Tags	No
Notes	Yes
Leads	No
CRM sync (QBO)	Yes
CRM sync (Xero)	Yes

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	Yes
File uploads	Yes
Secure messaging	Yes
Scheduling	No
E-signatures	Yes
White label/custom branding	Yes

Email

Feature	Supported
Outlook integration	Yes
Gmail integration	Yes
Shared inboxes	No
Email-to-task	Yes
Email templates	No
AI email drafting	Yes
AI email summarization	Yes
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	No
Timers	No
Invoicing	No
Fixed fee & hourly billing	No
Recurring billing	No
Online payments	No
WIP tracking	No
Write up/down	No
Realization reporting	No
QBO invoice sync	No
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	Yes
Folder templates	No
File sharing with clients	Yes
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	No
Billing reports	No
Capacity/workload	No
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	No
Engagement letters	No
E-signatures on engagements	No

Integrations

Feature	Supported
QuickBooks Online	Yes
Xero	Yes
Outlook	Yes
Gmail	Yes
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	No
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	Yes
AI email summarization	Yes
AI task suggestions	No
AI document classification	No
AI search	Yes

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	No
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	No

Support & Onboarding

Feature	Supported
Chat support	Yes
Email support	Yes
Phone support	No
Dedicated rep	No
Onshore support	Yes
Free onboarding	Yes (assisted)
Paid onboarding packages	No
Knowledge base/docs	Yes