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Rated 4.9 on Capterra and QuickBooks

Practice management that moves client work forward

Turn client communication into action, get faster responses, and run core workflows like month-end close in one platform built for accounting and bookkeeping firms.

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Client Hub workspace for the client Maple Ridge Dental, with the client's phone beside it: the firm adds and closes client tasks and messages the client in the web app while the client answers the tasks, uploads a file and replies from the mobile app.

Two-way sync with the tools your firm already runs on

  • Intuit QuickBooksIntuit QuickBooks
  • Xero
  • ZapierZapier
  • Gmail
  • Outlook
  • And more via Zapier
Why Client Hub

Other tools track the work. Client Hub moves it forward.

Task assignment isn’t where work breaks down. It’s everything that follows. Firms fall behind because clients delay, follow-ups slip, and work stalls while waiting on information.

Client Hub is the practice management platform purpose-built to solve that, turning every client interaction into a fast resolution.

The usual way

Email, wait, chase, repeat

12 days
  1. Email asks for September statementsDay 1
  2. No reply. Follow-up email #1Day 4
  3. Answer buried in another threadDay 7
  4. A page is missing. Ask againDay 9
  5. Month-end close slipsDay 12

With Client Hub

Every request is an action someone owns

2 days
  1. Client Task sent with a due dateDay 1
  2. Reminder goes out automaticallyDay 2
  3. Client answers from their phoneDay 2
  4. Answer syncs back to QuickBooksDay 2
  5. Job closed. On to the next clientDay 2

Got 5 minutes?

Watch Jason Staats

A quick tour of how firms use Client Hub to keep client work moving, from the first request to a closed job.

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How it works

The simple, powerful secret to effective practice management.

Client Hub replaces scattered emails and manual follow-ups with one streamlined, end-to-end workflow.

01Turn communication into action

Client Hub converts every email and message into a trackable action your team can own and close. No buried requests, no loose ends, just total visibility across every client, request and deadline.

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02Quicker client responses

A frictionless, mobile-ready client experience means requests don’t sit in inboxes, they get done. Clients respond quickly and completely, so engagements keep moving without constant chasing from your team.

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03Powerful built-in workflows

Run month-end close, share client reports, collect documents and manage core processes in one place. Workflows aren’t bolted on. They’re built into how your practice operates, so your firm runs faster by default.

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Customers

Firms like yours are already moving faster.

Hear from some of the many firms saving time, reducing effort and driving growth with Client Hub.

Read client success stories
Everything is in one place! Client Hub has streamlined our client communications and workflow management.
ASArielle A. SmithFix My Books
Client Hub’s integration with QuickBooks, secure document sharing, and built-in messaging have made our workflows more efficient while giving clients a simple, professional way to collaborate with our firm.
SKSoni KastnerS. Kastner Consulting
Our clients love having one place to manage tasks, questions, and communication. Client Hub has helped us stay organized and eliminate the constant back-and-forth emails.
MKMichael KahnThe Edge Companies
Features

Everything your team needs to run a tight practice.

A complete suite of practice management features, designed specifically for accounting and bookkeeping firms.

Job and task management

Structured job creation and easy-to-follow workflow checklists. Every task has an owner, a deadline and a status, so nothing falls through the cracks.

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Team collaboration

Centralize internal communication around client work. No more hunting through email threads. Your team stays aligned in one shared workspace.

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Automation and AI

Let the platform do the chasing. Automate requests, reminders and recurring workflows, and use AI to draft replies, summarize threads and surface insights.

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Firm management

Firm-wide visibility with role-based permissions. The right people see the right information, and leadership always has the full picture.

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Reporting and dashboards

Track deadlines, spot bottlenecks and monitor team performance with dashboards built for practice operators.

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Integrations

Deep, two-way sync with QuickBooks Online and Xero, plus hundreds of automations via Zapier, so Client Hub becomes the nucleus of your stack.

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Client experience

Deliver a client experience your competitors can’t match.

Most practice management tools treat the client portal as an afterthought. Client Hub was built for true collaboration from the start, because your client experience is your firm’s brand.

Client portal

Each client gets a custom workspace to upload files, answer requests and clear up uncategorized transactions in seconds.

Client communication

Every message and email reply from every client, captured in one shared view. No more lost threads or “did they reply?”.

Mobile app

Clients respond to requests, upload documents and send messages from their phone, so your work never waits on a laptop.

Data security

Client data is encrypted in transit and at rest, and stored on enterprise-grade infrastructure.

AI-powered intelligence

Summarize long threads, draft client replies, generate workflows and surface smart insights in reports.

Files and e-signatures

Organize, share and bulk-download documents, and collect e-signatures without another tool or account.

Who we serve

Built for every kind of firm.

Client Hub’s workflow, practice management and client communication tools fit firms of every shape and specialty.

  • Bookkeeping practices
  • CPA accounting firms
  • Full-service tax & accounting firms
  • Outsourced controller & CFO firms
  • Client accounting & advisory (CAS)
  • Tax firms
  • Hybrid & remote teams
FAQ

Frequently asked questions

Questions about Client Hub? Find answers here or talk to our team.

Contact us
Is pricing based on the number of clients or team members?

Pricing is per firm user (team member), not per client, so you can add unlimited clients without your subscription going up. Month-end close tools like Double or Financial Cents charge for each client, which dramatically increases your costs.

Do my clients have to log in with a password every time?

No. Clients create a login once and stay active as long as they’ve engaged in the past 30 days. Clients with multiple companies reach all their workspaces from one login, with no juggling of accounts.

How does the QuickBooks Online integration work?

Mark a transaction as uncategorized and it flows into Client Hub for the client to resolve; once resolved, QuickBooks updates automatically. Month-end close tools and AI help you find and fix issues fast, and client-facing reports deliver the numbers with key insights.

Will Client Hub really save our team time?

Yes. Firms routinely reclaim several hours per week by automating client requests and follow-ups. A common example: open QuickBooks or Xero transactions sync to the client portal, responses are collected automatically and updates sync back, hands-free.

How can Client Hub stop me chasing clients for documents?

Autopilot requests documents a set number of days before work begins. If clients don’t respond, Client Hub sends reminders on your behalf. Gathering documents this way has been shown to improve information gathering by up to 40%.

Resources

Insights from bookkeeping and accounting experts

Practical strategies to help you run a faster, more efficient practice.

View all articles

Security

Why cybersecurity matters for accounting firms

Read article

Practice management

How practice management helps your advisory practice

Read article

Product update

New feature: Calendar view for the Jobs dashboard

Read article

Ready for practice management that moves work forward?

See how Client Hub turns client communication into finished work with your own workflows.

Book a demoSee pricing

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