Client Hub vs Clinked

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.

Clinked provides branded client portals for organizations sharing files, coordinating tasks, handling approvals, exchanging messages, and posting project updates. Teams can use real-time group and one-to-one chat, discussions, file approvals, and task management. Document tools include version control, file requests, guest sharing, and watermarking. Businesses can customize workspaces with their branding, a custom domain, and a custom email domain. The service offers web, API, iOS, and Android access; its mobile app is included in every plan. Listed integrations include Adobe Acrobat Sign, DocuSign, Google Workspace, Microsoft OneDrive, Jotform, Typeform, Power BI, and Zoom. Clinked says Zapier can connect workflows to other apps. It also says customer information is encrypted in transit and at rest, and that it is ISO 27001 certified. The Start Up plan is $11 a month, billed monthly, with 200 GB storage and 1–25 users shown. The service has a free trial but no free plan. Enterprise options list Active Directory, SSO, and data-center location choices; the VDR plan lists tools including redaction and data room archiving.