Streamlined Workflows

Client Hub replaces scattered emails and manual follow-ups with a streamlined end-to-end workflow. Run month-end close, share client reports, collect documents, and manage core processes—all in one place. Workflows are embedded into how your practice operates, so your firm runs faster by default.

Firms routinely reclaim several hours per week by automating client requests and follow-ups.

Custom Client Workspaces

Give every client a custom workspace where they can upload files, answer requests, and clear up uncategorized transactions in seconds. Clients stay organized and responsive in one place, reducing back-and-forth with a self-service portal.

Clients respond quickly and completely, so engagements keep moving without constant chasing from your team.

Turn 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, every request, every deadline.

Eliminate constant back-and-forth emails and keep all client communication in one place.

AI-Powered Intelligence

Use Autopilot to automatically request documents a set number of days before work begins. If clients don't respond, the system sends automated reminders on your behalf. AI features include Magic Workflow, Magic Messages, Magic Emails, Magic Client Tasks, and Magic Books Review for month-end close.

Automatically gathering client docs via Client Hub has been shown to increase information gathering efficiency by up to 40%.

Deep QuickBooks & Xero Integration

Client Hub features a very deep integration with QuickBooks Online: resolve uncategorized transactions, use month-end close tools, and deliver client-facing reports with AI-based insights. It also integrates with Xero for resolving uncategorized transactions, plus email integration with Microsoft 365 and Google Mail.

Sync open QBO/Xero transactions to the client portal, collect responses automatically, and sync updates back—hands-free.

Client Hub Mobile App

Deliver unbeatable client service from any device, anywhere. Drive radical productivity with a collaborative workflow solution that prioritizes client experience. Encourage client self-service, gather critical information and documents, and unclog your inbox with Client Hub's mobile app.

Clients can respond to requests and upload documents on the go, improving response times.

• Purpose-built for accounting firmsClient Hub is designed specifically for bookkeeping, CPA, tax, and CAS teams, with features like job/task management, workflow checklists, and month-end close workflows embedded into the platform.
• Turns communication into actionEvery email and message is converted into a trackable action, so no client request gets buried. This reduces the need for manual follow-ups and helps firms respond faster.
• Built-in client portal and mobile appClients get a frictionless, mobile-ready experience to respond to requests, share files, and communicate securely—reducing the back-and-forth emails that slow down engagements.
• Integrations with QuickBooks and XeroDeep, two-way sync with QuickBooks Online and Xero, plus hundreds of automations via Zapier, makes Client Hub the nucleus of your tech stack for seamless data flow.

• Pricing varies by plan and billing cyclePricing ranges from $49 to $99 per user per month depending on plan and billing. The Solopreneur plan is limited to solo user firms and available only on annual billing. The Practice Manager plan has two tiers—one with integrations and one without.
• AI features are included but not detailedAll plans include 'Unmatched AI-based features,' but the website does not specify which AI capabilities are available at each tier. It only mentions AI drafting replies, summarizing threads, and generating smart insights.
• eSignature and 1099 Manager are listed as featuresThese are mentioned in the pricing comparison, but the website does not provide details on how they work, whether they are native or integrated, or if they have any usage limits.
• No mention of third-party certifications or security auditsWhile data security is a listed feature, the scraped content does not include any certifications (e.g., SOC 2) or specific security standards. Avoid claiming any compliance without evidence.

Turn Client 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, every request, every deadline. This replaces scattered emails and manual follow-ups with a streamlined end-to-end workflow.

Quicker 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. The mobile app lets clients upload files, answer requests, and clear up uncategorized transactions in seconds.

Powerful Built-In Workflows

Run month-end close, share client reports, collect documents, and manage core processes—all in one place. Workflows aren't bolted on; they're embedded into how your practice operates, so your firm runs faster by default. Use Autopilot to automatically request documents and send reminders, increasing information gathering efficiency by up to 40%.

Deep QuickBooks and Xero Integrations

Client Hub features a very deep integration with QuickBooks Online and Xero. Resolve uncategorized transactions, use AI-based month-end close tools, and publish client-facing reports with key insights. Sync open transactions to the client portal, collect responses automatically, and sync updates back—hands-free.

Sign up for a free account and import your existing contact list.

Connect your e‑commerce or CRM platform via the native connector.

Use the AI copy generator to draft your first campaign.

Activate a workflow and monitor real‑time performance on the dashboard.