Client portal experience is at the core, not an afterthought. Never have your client requests ignored and never waste time chasing them for answers
Deep QuickBooks Integration with AI-based tools to help you close your clients' books with accuracy in record time Â
Assign and manage client deliverables, triage and respond to client communications, and never feel overwhelmed
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Client Hub is a unique Accounting Practice Management platform that is both powerful and yet incredibly simple to use.  It unifies workflow, task tracking, document exchange and an integrated Accounting Client Portal—and helps you with month-end reviews for your QuickBooks clients.
We keep it simple: a per-firm user plan (no charge for client users) with unlimited clients and storage. By contrast, others bill per client (Keeper) and / or layer modular add-on fees (Canopy, Financial Cents, Keeper etc.). Most firms switching to Client Hub from another platform cut software spend by an average of 40%.
The portal gives each client a branded, easy-to-use workspace to upload files, answer requests, e-sign docs and even clear uncategorized QuickBooks transactions—all without email back-and-forth. Firms report faster responses and elimination of those “status-check” emails.
Yes. You will save time because Client Hub automates getting everything from clients and streamlining your work, so your team starts and finishes engagements in much less time.  Just one example - sync open QBO / Xero transactions to the Accounting Client Portal, get updates and sync everything back to QuickBooks — gives most firms several hours back each week.
Most small firms launch within a day using our self-guided import tool. Larger practices can be up and running with their full team trained in 2-3 weeks. If you need, we also offer Concierge Onboarding services, so you hit the ground running.
Absolutely. All data is encrypted in transit and at rest, stored on Google Cloud and Amazon Web Services infrastructure and 24 Ă— 7 monitoring. You can also enable MFA and keep data segmented by role-based permissions.
Deep two-way QuickBooks Online sync is built in. You can also connect email, bill clients via Anchor, and use Zapier for hundreds of automations — so Client Hub becomes the nucleus of your Accounting Practice Management stack.
Yes. Upload your logo and colors once, and your client’s login as well as portal page reflects your firm’s brand — reinforcing a seamless client experience.
Every plan includes free support, training webinars, and an active user community — no required “setup fees” or expensive support tiers.
No. Choose monthly or annual billing and cancel anytime. Unlimited clients mean you never outgrow your plan.
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