Client Hub

TL;DR

An all-in-one, AI-powered practice management platform for accounting firms.
Streamlines client communication, workflow, and bookkeeping tasks in a single hub.
Features deep integrations with QuickBooks and Xero to speed up month-end closes.
Ideal for cloud-based accounting and bookkeeping firms looking to replace multiple disconnected apps.

What is Client Hub

Client Hub is an AI-powered accounting practice management software designed specifically for firms that provide bookkeeping, outsourced accounting, or CFO services to small businesses. It solves the core problem of firm inefficiency caused by using multiple, disconnected applications for client communication, workflow tracking, and document management. By combining a client portal, workflow automation, email management, and deep integrations with QuickBooks and Xero, Client Hub provides a unified, all-in-one solution to streamline operations, accelerate month-end closes, and centralize all team and client interactions in one place.

Key Features

AI Superpowers: Leverages artificial intelligence to automate tasks such as drafting email replies, adjusting communication tone, generating workflow templates, and searching across all firm content, including documents and emails.
Workflow Management: Manage all firm and client work through structured jobs with customizable checklists, time tracking, and team collaboration tools, ensuring nothing falls through the cracks.
Client Workspace & Portal: Provides a dedicated, shared space for secure messaging, file sharing, task management, and resource linking, improving client response times and centralizing communication.
QuickBooks & Xero Integration: Offers deep integration to resolve uncategorized transactions, find and fix data anomalies, and streamline the month-end close process directly within the platform.
Email Management: Transforms your inbox by allowing you to summarize email threads, draft replies with AI, and manage client communication efficiently without leaving the hub.
Integrated Document Management: Consolidates internal team documents and client-facing files in a single, secure location that is easily accessible to both your firm and your clients.

Who is Client Hub for?

Cloud Accounting Firms: Practices that leverage cloud software like QuickBooks Online and Xero for their services.
Bookkeeping Services: Firms of all sizes that handle day-to-day bookkeeping for multiple small business clients.
Outsourced Accounting & CFO Services: Professionals who act as an external accounting department or CFO for their clients.
Solo Accountants and Bookkeepers: Independent professionals looking for an all-in-one tool to manage their practice efficiently.

Key Use Cases & Applications

Streamlining Month-End Close: Use the integrated bookkeeping workflows and client portal to quickly resolve uncategorized transactions and close client books faster.
Centralizing Client Communication: Replace scattered email threads and multiple communication channels with a single, secure client portal for all messages, tasks, and files.
Managing Team Workload and Deadlines: Create and assign recurring jobs with standardized checklists to manage team capacity and ensure consistent service delivery across all clients.
Onboarding New Clients: Use workflow templates to create a standardized and efficient onboarding process for every new client.
Reducing Email Overload: Leverage AI-powered email tools to summarize long threads and draft professional replies, saving hours of inbox management time.

Pros

All-in-One Solution: Combines client communication, practice management, and bookkeeping-specific workflows, reducing the need for multiple subscriptions.
‍Strong Client Collaboration Focus: The client portal is a core feature, designed to be intuitive for clients and improve response times.
‍Deep Accounting Software Integration: Native integration with QuickBooks and Xero goes beyond surface-level connections to address specific accounting bottlenecks.
‍Practical AI Features: AI is used to solve real-world problems for accountants, like drafting emails and reviewing client books.

Cons

Learning Curve for Full Implementation: While the interface is designed to be simple, migrating all firm processes to a single new platform can require a significant setup and training investment.

Pricing Info

Client Hub offers a single Premium plan with a 14-day free trial. Pricing is based on a per-user model with discounts for annual billing.

Plan_name: Premium (Monthly Billing)
Price: $79 per user/month
Features: Manage Workflow (Jobs), Assign clients their tasks, QuickBooks and Xero integration, Templates, Dashboards, Time Tracking, Client notes, Email sync and management, AI-based client Books Review, Magic Email Replies, Pin for Quick Action, Zapier Integration, Branded Login
Plan_name: Premium (Annual Billing)
Price: $69 per user/month
Features: Manage Workflow (Jobs), Assign clients their tasks, QuickBooks and Xero integration, Templates, Dashboards, Time Tracking, Client notes, Email sync and management, AI-based client Books Review, Magic Email Replies, Pin for Quick Action, Zapier Integration, Branded Login

FAQs

How does Client Hub's AI actually help my accounting firm?

Client Hub's AI is designed for practical tasks. It can draft email replies to clients, summarize long email threads, and help you adjust the tone of your messages. It also features an AI-based Client Books Review to help spot anomalies in QuickBooks data and can generate workflow templates based on your needs.

Can Client Hub completely replace my current project management tool?

For most accounting and bookkeeping workflows, yes. Client Hub is designed as an all-in-one solution that includes robust workflow management with jobs, tasks, and checklists. However, firms with extremely complex project management needs might find that a dedicated tool has more advanced features for general project management.

What is the experience like for my clients using the portal?

The client experience is a core focus. Clients get access to a secure Client Workspace where they can send and receive messages, complete tasks you've assigned (like clarifying transactions), upload/download files, and access important links. They can access this via a web browser or a dedicated mobile app, making it easy for them to respond quickly.

What is the difference between the internal workspace and the client workspace?

The internal workspace is visible only to your team. It's where you manage jobs, internal checklists, team notes, and track time. The client workspace is a shared portal between your team and your client, used for all external communication, client tasks, and file sharing.

Does Client Hub integrate with software other than QuickBooks and Xero?

Yes. While its deepest integrations are with QuickBooks and Xero, Client Hub also integrates with Zapier. This allows you to connect it to thousands of other applications in your tech stack to automate various workflows.

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