Resolve all Uncategorized Transactions - for Free!

And be amazed by everything else too.

Typical workflow systems are built for internal teams, not client interaction. So, work often gets stuck waiting for client responses.

Client Hub is modern client interaction and workflow automation in one. 

Your team feels empowered and your clients love their experience with your firm!

Sign Up Now
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.

Don’t Just Take Our Word for It

OUR UNFILTERED REVIEWS
THOUGHT-LEADERS TOO
EVEN THE AICPA…
Sign Up Now

Modern bookkeeping firms  Love, Love, Love Client Hub

We invite you to Google “Client Hub reviews” or check out completely unfiltered here and reviews here.

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!

Danielle Kleinrichert
Neatbooks, LLC

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!

Vanette Cotto
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.

Joel Felix
Logic Accounting Solutions, Inc

Here's 5 reasons why Client Hub is the best solution
for your growing firm

You gather all client information so quickly

Your team feels organized and effective

You quickly and securely share files with clients

You easily stay on top of what's going on

You save time and money with a single delightful solution

Just the Right Set of Features

We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs.

Simple Workflow

Recurring jobs, task checklists, Simple yet powerful work dashboard.

Secure File Sharing

Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.

Modern Client Portal

A client-facing workspace that includes messages, client tasks, files, and self-service apps and resources.

Automated QuickBooks Reclassification

Connect your client’s QuickBooks company and automatically send them a Client Task whenever an expense is posted to an unclassified account.

Frictionless Client Communication

Eliminate email siloes and manage client communication in the same system where you manage your work.

Awesome Mobile App for Android & iOS

Have your clients who are out and about use our mobile app to connect with you (and your team can use it too).

Simple Pricing

Like everything else about us, our pricing is drop-dead simple.
No set up fees. No minimum terms. No gimmicks.
Annual Billing
Monthly Billing

STARTER

FREE
Automate resolving uncategorized transactions
  • Two-way integration to QuickBooks
  • Mobile apps for you and your clients
Sign Up Now

STANDARD

$49
per user
per month
Complete Work Management
and Client Collaboration
  • Firm Workflow
  • Client Communication
  • Client Tasks
  • Manage and share files
  • Dashboards
  • Templates
  • Integrations
  • Mobile apps
Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.
Get a Demo

PREMIUM

Contact Us
Perfect for larger teams
Includes everything in Standard, plus:
      • Advanced onboarding
      • Data migration
      • Team training
      • MVP support
      • Branded login page
      • Quarterly check-ins
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.
      Get a Demo

      STARTER

      FREE
      Automate resolving uncategorized transactions
      • Two-way integration to QuickBooks
      • Mobile apps for you and your clients
      Get Started Now

      STANDARD

      $59
      per user
      per month
      Complete Work Management
      and Client Collaboration
      • Firm Workflow
      • Client Communication
      • Client Tasks
      • Manage and share files
      • Dashboards
      • Templates
      • Integrations
      • Mobile apps
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.
      Get a Demo

      PREMIUM

      Contact Us
      Perfect for larger teams
      Includes everything in Standard, plus:
          • Advanced onboarding
          • Data migration
          • Team training
          • MVP support
          • Branded login page
          • Quarterly check-ins
          Only users in your firm count as paid users.‍
          ‍Invite unlimited clients for free.
          Get a Demo

          Save Big With Client Hub

          Client Hub replaces a bunch of apps. See how our all-in-one solution compares to the cost (not to mention complexity) of bundling together a comparable “tech stack”.
          Client Hub
          $49 - $59/month per user
          • Simple client messaging
          • Assign and track client tasks
          • QuickBooks categorization tasks
          • Secure client file-sharing
          • Manage Internal files
          • Client apps & resources
          • Mobile app access
          • Your firm branding
          • And much, much more…
          VS
          Karbon (or JetPack/FinancialCents etc.): workflow
          $49 - $59/month per user
          Liscio: client communication and tasks
          $50/month per user
          Dropbox for Teams (or Sharefile etc.): files
          $15/month per user
          Uncat: QuickBooks uncategorized automation
          $5/month per client

          Ready to Put All-in-One to Work in Your Practice?

          Get a Demo
          Note: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.
          Terms of ServicePrivacy PolicyData Security