Client Hub
The all-in-one client collaboration platform for accountants & bookkeepers.
Overview
Client Hub is a cloud-based platform designed to streamline communication and collaboration between accounting firms and their clients. It provides a secure, all-in-one space for client communication, task management, file sharing, and workflow automation. The goal is to replace scattered email chains and multiple systems with a single, organized hub for all client interactions.
✨ Key Features
- Secure Client Portal
- Client Task Management
- Secure File Sharing & Storage
- Internal Workflow Management
- Direct integration with QBO/Xero
- Mobile Apps for Clients
🎯 Key Differentiators
- Strong focus on the client collaboration experience.
- Combines internal workflow with a client-facing task list.
- Simple, all-in-one pricing.
Unique Value: Creates a single, shared workspace for firms and their clients to collaborate, communicate, and share files, streamlining workflows and improving the client experience.
🎯 Use Cases (4)
✅ Best For
- Bookkeeping firms
- Client Accounting Services (CAS) firms
- CPA firms focused on client collaboration
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that need deep, internal-only workflow management without client interaction features
🏆 Alternatives
Offers a more integrated client collaboration experience than platforms that treat the client portal as a separate feature, but may have less robust internal-only workflow features than tools like Karbon.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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