Powerful yet Amazingly Simple
Accounting Practice Management

Built for Bookkeeping and Outsourced Accounting Firms

Get client answers 80% faster

Client experience is at the core, not an afterthought. Never have your client requests ignored and never waste time chasing them for answers

Supercharge efficiency with AI

Magic Search (even searches within your files and emails), Auto-draft email replies, Auto-generate task details for jobs, and more!

Eliminate Manual Data Cleanup

Deep QuickBooks integration for data quality checks that make month-end reviews a breeze

All of the features, none of the Complexity

Built specifically for cloud accounting and bookkeeping practices. Also check out the product tour page.
Month-end
Close
Recategorize
Transactions
Workflow
Management
Client
Tasks
Email
Management
Mobile
App
Discover
All Features

Say Goodbye to Chaos

Simplify Your Workflow with Client Hub
THE PROBLEM

Dealing with inefficiencies from using so many disconnected tools to run your firm?

No standardization of your workflow processes
Client Communication scattered everywhere
Poor visibility to everything going on in your firm
THE SOLUTION

Client 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 Haugo

So, what’s so Magical about Client Hub?

Making it so simple for you to achieve the firm of your dreams…

Deliver an Amazing Client Experience

Deliver more client work … without growing your staff

Collaborate seamlessly with your team and clients

…And it’s all drop-dead simple!

Take Your Firm to the Next Level

Client Hub leaves all other practice management solutions behind

Efficiently Manage
All Work

Manage work across your team with powerful jobs featuring easy-to-follow workflow checklists, time tracking, and easy team collaboration

Never Chase Clients for Missing Information

Client 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 tnxs

Powerful Client
Data Reviews

Find and fix QuickBooks data anomalies and make clean ups and monthly closes remarkably faster

Incredible
AI Superpowers

Let 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 Management

Save hours and hours of inbox time with our Magic email features - summarize threads, draft replies for you and adjust email tone

No More Client Communication Siloes

No more wondering if your teammate responded – or if someone else on the team has more recent information that you don’t

Integrated Document Management

Everything is in one place, internal docs for your team and client-facing docs that are easily accessible to them

Birds-Eye View
on Your Firm

Keep on top of everything going on within your firm and with your clients with insightful and easy-to-use dashboards

And Even
More

eSignatures, Zapier Integration, Exciting AI Roadmap, Incredible Support

Check it Out: Quick Overview Videos

Got 1 minute?
Watch Blake Oliver of Earmark
Got 5 minutes?
Watch Jason Staats
New

Resolve all Uncategorized QuickBooks Transactions for free!

Our award-winning QuickBooks integration is now free for firms and their clients.
Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.

Then, it’s Easy as 1, 2, 3 …
Client Hub Auto-magically syncs uncategorized transactions to your client.
Your client provides more info – on the web or on the go in our mobile app.
You review and update QuickBooks - right from Client Hub.
Start Free Now

Join hundreds of firms like yours who ♥️♥️♥️ Client Hub

"High Praise for Client Hub!"
"My experience has been FANTASTIC!... this was my choice - hands down!"
Kandi J.
Best 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
Client 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 Satterely
Satterely Consulting
"Almost perfect all around"
"Although there are a few little tweaks... Interfaces with QBO to categorize transactions."
Janice Hudson D.
Client Hub
"Client Hub is a real time saver when researching client req
J Beaulieu
"Effortless Client Communication Dashboard"
"The clients understand what they need to do, how they need to work with me..."
Jan H.
Great experience!
"ClientHub 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
"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.
Must have app for every ProAdvisor
"Best all-in-one app ever! A turnkey solution, you can have up and running in just minutes. [...]"
ClientHubTeam
THE BEST
"Love it!!! Period."
Yani
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."
Danielle
Efficient 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 Moore
Doing the job
"The product is helpful in keeping the lines of communication clear (and documented) between myself and my accountant. [...]"
SalesSolutions
THE 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
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 LLC
Prosper Financials LLC
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 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
Can't Live Without It!
"I appreciate this app every day, as it continues to add new features and makes everything run so much smoother."
BeccaL
"Life Changing!"
"It has made secure communications with my clients much easier..."
Heather H.
"Life Made Easier"
"I know where I stand and my staff with the monthly and even daily tasks per clients."
Deborah N.
"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."
"...I love the workflow to keep both myself and my clients organized."
Robyn C.
Easiest Client Communication Tool
"Client Hub has has transformed our client communication. [...]"
Customizable
EXACTLY what my firm needed
"I am blown away by this app! Everything at my fingertips and everything at my clients' fingertips as well!"
eControllerPlus
A good communication tool
"Client hub is a good communication tool for your QBO clients."
D Lee
"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.
"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.
"Client Communication on steroids"
"The best features are the SECURE Apps links with password management baked in... The resources section..."
Monique S.
"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.
Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!
Jackie Beaulieu
Think Beyond the Desktop
Prayers Answered
"This app has streamlined and organized my client communication."
Solidence
Client Hub great workflow tool
"I love it, my clients love it! It is easy to manage workflow and collaborate with clients. [...]"
cwillett2020
Client 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 Meninno
Bruin Corporation of Framingham
Wow - you guys have done an amazing job --I'm actually blown away. Woo woo!!
Laura Redmond
QBOPro, Aero Workflow
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
Jan Haugo
A quick note to tell you how much we LOVE Client Hub. It's such a needed tool!!! Thank you!!!!!
Stephanie McGuirt
Stephanie McGuirt LLC
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
Client Hub
"Client Hub is a real time saver when researching client requests."
J Beaulieu
Client Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!
Erick Rivera
BalCo Business Solutions
Great Team and Product
"Love the Collaboration Features and Easy Onboarding."
Jordan
"ClientHub Helps Me Communicate With My Clients"
"I have felt more connected to my clients since starting to use ClientHub..."
Rebekah B.
THE BEST
"Love it!!! Period."
Yani
Game 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."
Stephanie
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 LLC
Prosper Financials LLC
"Easy to use and implement"
"I like that it is easy to use... even setup templates to onboard customers."
Jacquie M.
"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.
Excellent Client Collaboration
"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."
IbiOjo
A 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 Irvin
"I use Client Hub everyday"
"...it has made my job so much easier... It's very user friendly."
Mary G.
Excellent app
"Creates a great space for clients to address transactions with. [...]"
BryanW
Everything 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 [...]"
Mary
Our 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 firms
Nikole Mackenzie
Momentum Accounting
"Simple and secure client communication"
"...The chat thread is what I use the most... The thread is searchable..."
Kelsey K.
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 [...]"
Melanie
SO THANKFUL
"I highly recommend it and would be willing to help anyone out if they had any questions!!"
CortnieG
"Central access to all my client needs."
"It has drastically reduced client email... Ease of use and implementation. Security of the software."
Wendelyn D.
Most-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."
JacobC
Excellent Product
"I highly recommend Client Hub to anyone who wants to streamline communication with clients, get organized, and save time."
TheSellerCPALLC
"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.
Game changer!
"My clients love the collaboration it provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."
TeamLegacyAccounting
Legacy Accounting
Easy 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. [...]"
Amiller
Discover All Testimonials

Compare Client Hub to alternatives

Built for Bookkeeping / Outsourced Accounting or CFO services firms
Typical Practice
Management Platforms
Everything you need to manage work in your firm … Client management, project management, document management, time tracking etc.
Deep QuickBooks and Xero integrations
Advanced Email Integration
Incredible AI features  See list
Overall Experience
Drop-dead Simple
Complex

Book a Demo