Client Hub vs Dock

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.

Dock is a revenue enablement platform for sales, customer success, and marketing teams. Its shared sales rooms bring buyer-facing content, conversations, and next steps together in one workspace. Dock AI can create customer workspaces, slides, order forms, playbooks, and training courses. Teams can see workspace visitors, views, time spent, and actions by person, page, or asset. Order form tools support pricing proposals, approval rules, and signatures. Salesforce and HubSpot connections sync account and deal context with sales workflows; other listed integrations include Gong, Zoom, Microsoft Teams, Chorus, Fathom, Avoma, Slack, Google Drive, SharePoint, Notion, and Confluence. The Chrome extension makes Dock content, workspaces, and its AI assistant available in Gmail, LinkedIn, a CRM, or elsewhere in the browser. Dock says it is GDPR compliant and SOC 2 Type II certified. The company says external collaborators have free access and only internal team members are charged. A free plan is available; Standard is $350 a month, and Premium is $1,000 a month, billed annually. Enterprise pricing is custom.