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Happy Clients. Happy Firm.

Client Portal and Workflow:
Built for cloud accounting firms

For your clients: A complete modern client portal and mobile app.
For your team: Easily manage workflow, client communication, track time, and more.
For you: Full visibility to everything in the firm.
All in Client Hub.

Cloud Accounting Firms  Love, Love, Love Client Hub

We invite you to Google “Client Hub reviews” or check out all completely unfiltered reviews at QuickBooks App Store and Capterra.

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. Moving client and team communication primarily out of email and into Client Hub has saved my lots of time and given me back my sanity. I can't wait to grow with Client Hub!

Danielle Kleinrichert
Neatbooks, LLC

I was previously creating customized reports for Uncategorized Expenses in QBO and sending it to my client. How it was being returned was messy. With Client Hub, they 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!

Vanette Cotto
Prosper Financials, LLC

Clienthub is SO easy to set up and tailor is to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. 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 Felix
Logic Accounting Solutions, Inc

Just the Right Set of Features

Built specifically for cloud accounting and bookkeeping practices. Also check out the product tour page.

Flexible Workflow

Recurring jobs, task checklists, Simple yet powerful work dashboard.

Secure File Sharing

Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.

Modern Client Portal

A client-facing workspace that includes messages, client tasks, files, and self-service apps and resources.

Time Tracking

Easily track and get insights on where time is spent in your firm.

Automated QuickBooks Reclassification

Automatically send clients tasks to resolve uncategorized expenses -- and deposits.

Automated Xero Reconciliation

Quickly resolve uncategorized transactions with your Xero clients too.

Frictionless Client Communication

Eliminate cluttered and insecure email boxes and bring all communication into one place.

Awesome Mobile App for Android & iOS

Your clients will love the mobile app to connect with you (and your team can use it too).

Zapier Integration

Integrate Client Hub with 1000s of apps.
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.

Ready to Put All-in-One to Work in Your Practice?

Get a Demo

Here's 5 reasons why Client Hub is the best solution to take your firm to the next level

You get client responses super-fast

Client tasks that can be answered on mobile (and auto-reminders!)

Your team feels organized and effective

Workflows with simple checklists

You quickly and securely share files with clients

Powerful File Manager

You easily stay on top of what's going on

Easy-to-use Dashboards

You save time and money with a single delightful solution

Everything in one place

Don’t Just Take Our Word for It

OUR UNFILTERED REVIEWS
THOUGHT-LEADERS TOO
EVEN THE AICPA…
Get Free Started Now

Simple Pricing

Like everything else about us, our pricing is drop-dead simple.
No set up fees. No minimum terms. No gimmicks.
Annual Billing
Monthly Billing

RECATEGORIZE

FREE
Automate resolving uncategorized transactions
  • Two-way integration to QuickBooks
  • Mobile apps for you and your clients
Get Started Now

STANDARD

$49
per user
per month
Complete Work Management
and Client Collaboration
  • Manage Jobs and Deadlines
  • Magic Workflow
  • Client Communication
  • Client Tasks
  • Manage and share files
  • Dashboards
  • Time Tracking
  • Integrations
  • Mobile apps
Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.
Get a Demo

PREMIUM

Contact Us
Perfect for larger teams
Includes everything in Standard, plus:
      • Advanced onboarding
      • Data migration
      • Team training
      • MVP support
      • Branded login page
      • Quarterly check-ins
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.
      Get a Demo

      RECATEGORIZE

      FREE
      Automate resolving uncategorized transactions
      • Two-way integration to QuickBooks
      • Mobile apps for you and your clients
      Get Started Now

      STANDARD

      $59
      per user
      per month
      Complete Work Management
      and Client Collaboration
      • Manage Jobs and Deadlines
      • Magic Workflow
      • Client Communication
      • Client Tasks
      • Manage and share files
      • Dashboards
      • Time Tracking
      • Integrations
      • Mobile apps
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.
      Get a Demo

      PREMIUM

      Contact Us
      Perfect for larger teams
      Includes everything in Standard, plus:
          • Advanced onboarding
          • Data migration
          • Team training
          • MVP support
          • Branded login page
          • Quarterly check-ins
          Only users in your firm count as paid users.‍
          ‍Invite unlimited clients for free.
          Get a Demo

          Save Big With Client Hub

          Client Hub replaces a bunch of apps, from workflow management to client portal to transaction recategorization.
          Our all-in-one solution reduces the cost (not to mention complexity) of bundling together a comparable “tech stack”.

          Client Hub in 90 Seconds

          Watch Blake Oliver from Earmark and Cloud Accounting Podcast give an overview of Client Hub.
          Note: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.
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