Billing frequency
$49 user/mo billed annually
$59 user/mo billed annually
$79 user/mo billed annually
Available only on annual billing
$79 user/mo billed annually
$99 user/mo billed annually
Manage client work (jobs)
Manage recurring jobs
Pin items for quick action
Collaborate on work with your team
Capture client meetings with notes
Built-in document management
Mobile app
Assign clients tasks
Secure messaging
Secure document sharing
Links to Apps and Resources
Track Outstanding and completed work
Track Outstanding client requests
Track time on jobs
Track time versus budget
Email integration with Microsoft 365
Email integration with Google Mail
Anchor integration for billing
Zapier integration
Magic Workflow: Generate tasks for any workflow
Magic Messages: Auto-draft client messages
Magic Emails: Auto-draft email replies
Magic Client Tasks: Auto-draft client requests
Magic Books Review: AI-based Monthly end close review
QuickBooks: Resolve Uncategorized transactions
QuickBooks: Books Review (Month-end close)Â
QuickBooks: Publish financials to clients
QuickBooks: W9 and 1099 Manager
Xero: Resolve Uncategorized transactions
Client Hub pricing is based on your number of firm users or team members, not on the number of clients you serve, and always includes unlimited clients. Compared to solutions that charge per client, this model can save you thousands of dollars each year.
There are never any add-ons or surprise charges. All features are included in every subscription fee.
Yes. We offer unlimited file storage. There is no size cap or limit on the number of files you can upload.
There’s no penalty if a team member leaves during your subscription period. We’ll just prorate your Client Hub pricing for the unused seat time in the annual subscription.
New team members can be added at any time. We’ll adjust your subscription fee to add a seat for the remaining subscription period.
We're happy to offer a free trial, typically lasting 14 days. It will include the full functionality of the app with no restrictions so that you can test all features and even bring on clients.
Book a demo to arrange your free trial.
Yes. We're here to help you succeed! Every subscription includes expert support and live, professional-led Client Hub Academy learning sessions at no additional charge.
Our free training options are robust and meet the needs of most firms. Concierge onboarding is available at a fee for larger organizations preferring extensive assistance.
Our responsive, primarily US-based customer support experts are accessible via phone, email, and live chat.
Client Hub is hosted and served through Google Cloud Platform and Amazon Web Services and leverages their industry-leading security standards. The platform uses 256-bit encryption and is certified under top ISO and SOC compliance standards.
Yes, the platform provides you with an internal folder. It’s completely separate and private from any client-shared folders and visible only to authorized team members.
Yes. Role based access controls allow you to restrict information by role or user. Team members can be assigned to specific client workspaces, ensuring that they only see communication and files relevant to their assigned clients. You can also assign employees to specific jobs without giving them access to the entire client profile.
