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SPECIFICTION
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Client Hub

clienthub.app

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Spec score 8.5 #7 of 31 in Customer Portal Software

What it is

Client Hub is accounting practice management software that turns client communications into trackable work and supports workflows such as month-end close. Teams can create jobs with checklists, task owners, deadlines, statuses, and recurring schedules. Each client gets a workspace for file uploads, requests, and communication with the firm. AI tools can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports. Client Hub connects with QuickBooks Online and Xero for transaction workflows and two-way syncing. Other integrations include Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which connects to over 5,000 applications. It is available on the web, iOS, and Android. The mobile apps support messaging, tasks, documents, and real-time notifications, and show the 20 most recent documents; older files are available on the web. Pricing starts at $49/user/mo (annual), with a 14-day trial and no free plan. Charges are per firm user, while plans include unlimited clients and storage. The company says it encrypts data in transit and at rest and backs up data daily.

Spec sheet

Purpose
Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close.Read 4 Oct 2026 · clienthub.app
Intended users
The product is presented for bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices and hybrid or remote teams.Read 4 Oct 2026 · clienthub.app
Security
Client Hub says data is encrypted in transit and at rest, hosted using Google Cloud Platform and AWS, and backed up daily.Read 4 Oct 2026 · clienthub.app
Privacy
Client Hub says it acts as a data processor, does not sell personal information, and lets customers retain ownership of their data.Read 4 Oct 2026 · clienthub.app
Support
The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support.Read 4 Oct 2026 · clienthub.app
Headquarters
Ocala, Florida, United StatesRead 28 Sep 2026 · clienthub.app
Founded
2017Read 28 Sep 2026 · clienthub.app
Accounting integrations
Client Hub offers integrations with QuickBooks Online and Xero, including transaction workflows and two-way syncing.Read 4 Oct 2026 · clienthub.app
AI features
Its AI can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports.Read 4 Oct 2026 · clienthub.app
Client portal
Each client gets a workspace to upload files, answer requests, and communicate with the firm.Read 4 Oct 2026 · clienthub.app
Company origin
The about page says Client Hub started in 2017 and identifies Judie McCarthy as co-founder.Read 4 Oct 2026 · clienthub.app
Mobile app
The iOS and Android apps support messaging, task completion, document handling, and real-time notifications; the app shows the 20 most recent documents, with older files accessed on the web version.Read 4 Oct 2026 · clienthub.app
Other integrations
The platform integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which the page says connects to over 5,000 applications.Read 4 Oct 2026 · clienthub.app
Pricing limits
Pricing is per firm user rather than per client, and all plans include unlimited clients and unlimited storage.Read 4 Oct 2026 · clienthub.app
Security controls
The security page describes SMS two-factor authentication, role-based access, monitored sessions, and limited employee access to production data.Read 4 Oct 2026 · clienthub.app
Workflow management
Teams can create structured jobs with checklists, task owners, deadlines, statuses, and recurring workflows.Read 4 Oct 2026 · clienthub.app

Plans and prices

Solopreneur $49 a month Annual Billing; available only on annual billing single user · limited to solo user firms · all features included Read 4 Oct 2026 · clienthub.app
Practice Manager $99 a month Monthly Billing per firm user · includes QuickBooks and Xero integrations · unlimited clients Read 4 Oct 2026 · clienthub.app

Every Client Hub plan and price →

Strong points and limits

Strong points

  • Jobs include owners, deadlines, checklists, and recurring workflows
  • Client workspaces support files, requests, and communication
  • QuickBooks Online and Xero offer two-way syncing
  • Plans include unlimited clients and storage
  • Mobile apps support messaging, tasks, and notifications

Limits

  • No free plan
  • Pricing starts at $49/user/mo (annual)
  • Mobile apps show only the 20 most recent documents
  • Older files require web access

Who it suits

Client Hub is aimed at bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices. It may suit hybrid and remote teams coordinating client requests and recurring work.

Verdict

Client Hub combines client communication with assigned workflows and accounting integrations. Consider the per-user pricing and mobile document limit when planning firm-wide adoption.

Where Specifiction places it

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