Client Hub vs ProjectSend
Client Hub
clienthub.app
ProjectSend
projectsend.orgSide by side
| Figure | Client Hub | ProjectSend |
|---|---|---|
| Price from | $49/mo | $19/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 5 |
| Spec score · Customer Portal Software | 8.5 (#7) | 8.2 (#13) |
| Founded | 2017 | 2011 |
| Headquarters | Ocala, Florida, United States | Argentina |
| 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 product is described as being for people and organizations sharing files with clients, partners and teams. |
| Purpose | Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close. | ProjectSend is an open-source client portal for privately sharing files with clients, partners and teams. |
| Support | The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support. | Self-hosted ProjectSend is community-supported, with guides, GitHub bug reports and a Discord community listed as help channels. |
Plans
ProjectSend
- ProjectSend Open SourceFree
- FreeFree
- Pro$19 a month
- Business$49 a month
- EnterprisePriced 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.
ProjectSend
ProjectSend has no write-up on Specifiction yet; its figures are above.