Client Hub vs Plutio
Client Hub
clienthub.app
Plutio
plutio.comSide by side
| Figure | Client Hub | Plutio |
|---|---|---|
| Price from | $49/mo | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 2 | 6 |
| Spec score · Customer Portal Software | 8.5 (#7) | 8.7 (#5) |
| Client portal | Each client gets a workspace to upload files, answer requests, and communicate with the firm. | Branded client portals let customers view projects, files, invoices and messages. |
| Founded | 2017 | 2017 |
| Headquarters | Ocala, Florida, United States | Remote-first; team across the UK, Europe, and worldwide |
| Support | The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support. | The about page describes in-app chat with human support during UK business hours, a help center, email support, and a Facebook community. |
Plans
Plutio
- Core$19 a month
- Pro$49 a month
- Max$199 a month
- Core annual$15 a month
- Pro annual$39 a month
- Max annual$159 a month
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.
Plutio
Plutio combines client and project management, billing and workflows in one business platform for freelancers, agencies and small teams. Its tools cover projects, tasks, time tracking, invoices, proposals, contracts, scheduling, forms, files and client portals. Plutio Pal can take actions in a workspace, with monthly AI credits ranging from 800 on Core to 10,000 on Max. Listed integrations include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive and Dropbox, plus Zapier and Make. Integrations are included in every plan, although third-party services may charge their own fees. Each plan has a seven-day full-access trial without a credit card. Afterward, a limited free account retains existing data but cannot create projects or send invoices. Monthly plans are Core at 19.00 USD, Pro at 49.00 USD and Max at 199.00 USD. Core allows nine active clients; Pro has unlimited active clients and 30 contributors, while Max has unlimited active clients and contributors. Plutio offers iPhone, iPad and Android apps, native Mac and Windows apps, and unlimited API access on all three plans.