Client Hub packs powerful features into an intuitive, no-training-required platform. If you find Keeper.app to be complicated and overwhelming, Client Hub is your solution.
A Client Experience that Your Clients Actually Love
Client Hub knows that making it simple for your clients to communicate with your firm eliminates so many bottlenecks.
So, we prioritize things like an amazing client experience with a modern mobile app for your clients, not treat the client portal as an afterthought.
Leading the Way with Advanced AI Features
While Keeper lags behind in implementing meaningful AI capabilities, Client Hub offers extensive AI features that transform how you work:
Imagine your day with these AI capabilities — auto-draft email responses, auto-review for month end close, auto-generate workflow steps.
Save Big with Client Hub
Client Hub offers a fundamentally more sensible pricing model than Keeper.app:
Like everything else about Client Hub, our pricing is simple.
We only charges by the number of users in your firm, so you benefit from serving more clients per staff member, not us.
Charges you for each additional client, which means your costs increase as your firm grows more efficient and serves more clients with the same team. And, that doesn’t even count the series of add-on charges (email connections, tax clients, receipts etc.)
"We were hesitant to switch platforms, but Client Hub made the transition painless. Our clients find it so much easier now that we are on Client Hub."
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.
An incredible personal assistant in your practice management system. Ask anything and it will answer your questions, even from information within your PDF, Excel and other client files.
Magic Books Review
Save hours on each monthly close with AI-based review of Balance Sheet and P&L, highlighting accounts and transactions for further review.
Magic Email Replies
Your intelligent inbox assistant that drafts professional client responses in seconds – cutting email management time by up to 70%.
Magic Workflow
Generate a step-by-step workflow for any new client engagement.
Limited or non-existent AI capabilities.
👥 Client-First Experience
Built specifically for client experience excellence, with an amazing branded client experience at the core, crafted to collaborate better with your clients, and give them the modern experience your firm is proud to stand behind.
A practice management tool with a basic client portal that feels like it’s added as a secondary feature.
📂 Document Management
Sophisticated yet straightforward folder-based document management built into the experience. And an incredible Magic Answers capability for unmatched AI-based answers from these documents.
Limited document management and no AI-based document search.
🤝 Team Collaboration
Everything about the client is easily available to everyone on your team who works with the client. Easily Pin items – Emails, client communications and more – for Quick Action. Share internal comments about items to enhance collaboration.
Limited team collaboration capabilities, with no pin actions etc.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
A complex interface that can feel clunky and confusing.
Since switching from Keeper, Client Hub has reduced our admin time by hours each week, allowing us to focus on higher-value client work."
Frequently Asked Questions
How does Client Hub's pricing compare to Keeper.app?
Like many things about Keeper, Keeper.app pricing is complex. First, they charge you per client, then they charge for several add-on features like email connections.
How easy is it for my team to learn Client Hub
Client Hub is founded on a clean, clear design that you and your team will find intuitive. It’s easy to learn and enjoyable to use.
How difficult is it to migrate from Keeper.app to Client Hub?
Migration is straightforward and well-supported. Our team guides you through every step, ensuring you can start working with your clients in Client Hub with no disruption.
How much can I save by switching from Keeper.app to Client Hub?
Firms that work with QuickBooks / Xero clients report big savings with Client Hub's per-user pricing model compared to Keeper's per-client model. And there’s no add-on charges, like those for tax clients or email connections. Most firms report savings of 40% or more after switching.
Ready to Make the Switch from Keeper to a More Innovative, Client-Focused Solution?
