Client Hub is an accounting practice management platform designed to streamline workflows, enhance client communication, and automate bookkeeping tasks. It targets accounting firms offering client accounting or bookkeeping services, providing tools for client management, project tracking, document sharing, and time logging. Key features include a client portal, QuickBooks/Xero integration, AI-driven automation, and email management. Client Hub aims to consolidate various functions into a single platform, reducing reliance on multiple disconnected tools. It offers functionalities such as month-end close automation, transaction categorization, workflow management, client task assignment, and mobile accessibility. The platform integrates with tools like QuickBooks, Xero, Anchor, and Zapier.
Client Hub
AI-powered accounting practice management software with client portal, workflow automation, and month-end close review tools.
Introduction
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Pricing
Pricing Model: Subscription
Limited to solo user firms — all features included
Complete Practice Management, Including a Client Portal
+ QuickBooks and Xero Integrations. Get 4 months free (versus month-to-month) with the referral code: EOY2025
Complete Practice Management, Including a Client Portal
+ QuickBooks and Xero Integrations
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