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Client Hub description
Client Hub is practice management software designed for bookkeeping and accounting firms. It aims to simplify workflow and client communication with features like QuickBooks integration, automated task creation, and AI-powered email management. The software provides a client portal for secure file sharing and communication, aiming to improve collaboration and transparency. Client Hub emphasizes its user-friendly design and incorporates AI for tasks like data review and workflow management.
Who is Client Hub best for
Client Hub is practice management software designed for small bookkeeping and accounting firms to simplify workflows and client communication. It offers QuickBooks integration, automated task creation, and AI-powered email management. A client portal facilitates secure file sharing. Client Hub emphasizes user-friendly design and AI for data review and workflow management.
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Best for small accounting firms seeking AI-powered workflow and client communication.
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Ideal for accounting and bookkeeping firms looking to streamline operations.
Client Hub features
| Supported Client Hub supports workflow management and automation of recurring tasks. |
| Supported Client Hub offers a dedicated client portal for access and interaction. |
| Supported Client Hub allows assigning and tracking tasks for clients. |
| Supported Client Hub offers pre-built and customizable automated workflows, including the Magic Workflow feature. |
Client Hub pricing
See the Client Hub pricing page.
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Client Hub has a free trial.
Standard
Workflow with an Amazing Client Portal Built-in. Includes: Manage Workflow (Jobs), Assign clients their tasks, QuickBooks and Xero integration, Templates, Dashboards, Time Tracking, Client notes, Some of our AI features. Only users in your firm count as paid users. Invite unlimited clients for free.
Premium
All our amazing Advanced features. Includes everything in Standard, plus: Email sync and management, Triage Email into action items, Magic Email Replies, Magic Email thread summaries, Zapier Integration, Branded Login, All of our AI features. Only users in your firm count as paid users. Invite unlimited clients for free.
Client Hub alternatives
KarbonBetter for larger teams and enterprises. Has time and billing features. More established, with a larger user base and faster growth. Users praise its automation and workflow visibility but note difficulties with attachments and CRM features. Karbon is a strong Client Hub competitor and alternative.Read more
PixieBetter ratings and broader target audience of all firm sizes. However, Pixie has declining employee growth. Client Hub alternative. Pixie competitor.Read more
Panaya Change IntelligenceBetter for enterprise ERP change management, particularly for SAP, Oracle, and Salesforce. Higher G2 rating and more user reviews. More focused on risk reduction and automated testing for software updates.Read more
TPS Cloud AxisBetter for time tracking and billing. Has more momentum. More affordable Client Hub alternative.Read more
simpleCJBetter rated and caters to a wider range of business sizes. Lacks AI-powered features. A Client Hub competitor and alternative.Read more
BloomBetter for freelancers and small service-based businesses, especially in creative fields. Bloom has higher ratings and offers a cheaper plan. Note that Bloom has limited payment and website-building options.Read more
Client Hub FAQ
What is Client Hub and what does Client Hub do?
Client Hub is practice management software for bookkeeping and accounting firms. It simplifies workflows and client communication with QuickBooks integration, automated tasks, and AI-powered email management. A client portal enables secure file sharing and collaboration. Client Hub focuses on user-friendly design and AI for data review and workflow.
How does Client Hub integrate with other tools?
Client Hub integrates with QuickBooks, offering streamlined workflows and automated task creation. It also features a client portal enabling secure file sharing and communication, enhancing collaboration and transparency. Further integration details are not readily available.
What the main competitors of Client Hub?
Alternatives to Client Hub include Karbon, Pixie, Suralink, TPS Cloud Axis, TaxDome, and Financial Cents. These competitors offer similar features for accounting firms, such as workflow management, client portals, and team collaboration tools.
Is Client Hub legit?
Client Hub's legitimacy is uncertain due to limited information. While it offers features like client portals and workflow automation, it has only two reviews on G2, both giving it 0/5 stars. Further research is advised to determine if Client Hub is safe and suitable for your needs.
How much does Client Hub cost?
Client Hub pricing starts at $49/month per user for the Standard plan and $69/month per user for the Premium plan. A free trial is available. Contact Client Hub for pricing for firms with over 10 users.
Is Client Hub customer service good?
Client Hub's customer service is viewed positively. Users highlight the valuable and timely support they receive. One reviewer mentioned having no issues with customer service and another stated that support is "timely and valuable".
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.