Happy Clients. Happy Firm.
Modern 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, and more. Now with AI Superpowers built-in!
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
Check All Testimonials
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!
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!
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.
Logic Accounting Solutions, Inc
Easily Manage Client Communications
Email Integration, Secure Messaging, Awesome Mobile Apps, Seamless File Sharing, Branded Client Experience
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
Magic Workflow, Magic Email Summaries, Magic Email Replies and much more to come ...
Take your firm to the future by getting on board today
Efficiently Manage Your Work
Simple yet powerful Workflow with easy to follow checklists, Pinned Items, Time Tracking
See Everything in Your Firm
Jobs Dashboard, Client Task Dashboard, Time Tracking Dashboard
And Even More
Zapier Integration, Exciting AI Roadmap, Incredible Support
Ready to Up-level your Firm?
Here's 5 reasons why Client Hub is the best solution to take your firm to the next level
1 You get client responses super-fast
Client tasks that your clients easily answer, even on a mobile app (and auto-reminders!)
2 Drop-dead simple to use
Modern look-and-feel, Workflows with simple checklists, and more
3 Harness AI in amazing ways
Have AI draft email replies, create task checklists and more
4 Nothing falls through the cracks
5 You save time and money with an all-in-one solution
Everything in one place: Workflow, Client Portal, File sharing, Client Communication and so much more ...
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 …
Start Free Now
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.
Client Hub in 90 Seconds
Watch Blake Oliver from Earmark and Cloud Accounting Podcast give an overview of Client Hub.