Client Hub vs Xpand Portal
Client Hub
clienthub.appXpand Portal
xpandportal.comSide by side
| Figure | Client Hub | Xpand Portal |
|---|---|---|
| Price from | $49/mo | €399/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 6 |
| Spec score · Customer Portal Software | 8.5 (#7) | 8.4 (#9) |
| Headquarters | Ocala, Florida, United States | Xpand Ukraine LLC lists its registration address in Kyiv, Ukraine. |
| 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. | Xpand identifies logistics, freight forwarding, wholesale distribution, manufacturing, warehousing, telecommunications, and IT among the industries it serves. |
| Other integrations | The platform integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which the page says connects to over 5,000 applications. | The product page describes an API for connecting ERP, CRM, SharePoint, and other data sources. |
| Privacy | Client Hub says it acts as a data processor, does not sell personal information, and lets customers retain ownership of their data. | The FAQ says the portal has built-in GDPR compliance and that each user only sees data linked to their own account. |
| Purpose | Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close. | Xpand Portal provides customers, vendors, and partners self-service access to ERP information and workflows. |
| Security | Client Hub says data is encrypted in transit and at rest, hosted using Google Cloud Platform and AWS, and backed up daily. | The FAQ lists multi-factor authentication, role-based access controls, HTTPS data transfer, OAuth 2.0, SMTP authentication, audit logs, and user activity tracking. |
| Support | The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support. | The FAQ says a one-month warranty covers bugs found during user acceptance testing, with ongoing support available afterward on a paid basis. |
Plans
Xpand Portal
- Free for 30 DaysFree
- Starter€399 a month
- Growth€599 a month
- Scale€799 a month
- Advanced€999 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.
Xpand Portal
Xpand Portal gives customers, vendors, and partners self-service access to ERP information and workflows. Its Business Central Connector synchronizes standard or custom tables and fields, supports multiple companies, and updates orders, invoices, and documents in real time. An API connects ERP, CRM, SharePoint, and other data sources. The platform includes dashboards, reports, alerts, configurable rules, calculations, actions, deployment tools, reusable page templates, and stand-alone data storage. Ready-to-use modules cover receivables, customer orders, and customer care, with additional licenses required for those modules. Xpand Portal is currently available as an on-premise solution, typically hosted on the customer's server, and requires some setup after installation. A 30-day free trial allows users to try two full modules. Paid plans start at €399 a month with a minimum one-year commitment; synchronization also requires a Microsoft Dynamics 365 Business Central full-user license. The product page says a basic implementation can go live in 5–7 days.