Client Hub vs FormaPortal
Client Hub
clienthub.app
FormaPortal
formaportal.comSide by side
| Figure | Client Hub | FormaPortal |
|---|---|---|
| Price from | $49/mo | £49/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 2 | 4 |
| Spec score · Customer Portal Software | 8.5 (#7) | 8.7 (#4) |
| Headquarters | Ocala, Florida, United States | London, England, UK |
| 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. | The site describes use for client, member, vendor, investor, partner, and compliance portals, among other business and organisation use cases. |
| Support | The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support. | Starter includes email support and one onboarding session, Professional includes email support and two sessions, Scale includes an account manager and four sessions, and Custom includes an account manager with negotiated SLA terms. |
Plans
FormaPortal
- Starter£49 a month
- Professional£179 a month
- Scale£449 a month
- CustomPriced on request
In their own words
Client Hub
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.
FormaPortal
FormaPortal gives an organization a branded web portal where its contacts can sign in, find information, and submit it. Configuration happens in a dashboard, with nothing to install or host. Organizations can use their own domain, colours, typeface, logo, and browser icon. Registration may be open or subject to application review, and tier-based permissions control access to pages, documents, events, and announcements. Users can sign in with a password, a six-digit email code, or a magic link. Forms retain the questions and answers as submitted, while an activity log records meaningful actions. The portal supports subscription and dues billing, event ticket payments, and a store for digital and physical goods. Listed integrations include Zapier, Xero, QuickBooks, MCP, and Google Tag Manager. FormaPortal says customers can export all portal data in full at any time. Starter costs £49 a month, excluding VAT, and includes 200 contacts, 10 organisation accounts, 3 team seats, 75 GB storage, 1 custom domain, and a 6-month activity log. Platforms listed are web only.