What is Client Hub?
Client Hub offers accounting practice management with built‑in AI task automation, a client portal, and document exchange that keep workflows organized. The platform integrates directly with QuickBooks Online and Xero for real‑time transaction syncing and month‑end close assistance, while email integration lets users summarize threads, draft replies, and adjust tone with AI support.
Centralized task tracking, time logging, and secure file sharing help teams stay on schedule without email back‑and‑forth. Mobile access and role‑based permissions keep clients and staff connected from any device. Designed for bookkeepers, accountants, and firm managers, Client Hub consolidates practice management, bookkeeping workflows, and client communication into a single, secure interface.
Client Hub pricing Free
Verify on the official pricing page.
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Client Hub's key features
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AI email drafting and summarization
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QuickBooks and Xero integration
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Client portal with file uploads
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Workflow and task tracking
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Document management with eSignatures
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Mobile app for communication
Client Hub use cases
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Automate client onboarding by leveraging Client Hub’s task automation and real‑time sync with QuickBooks Online, instantly creating client records and sending secure portal access without manual data entry
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Manage tax return deadlines by using Client Hub’s task tracking, time logging, and email summarizer to keep the team aligned and automatically draft client reminders
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Securely exchange financial documents through Client Hub’s client portal, enabling role‑based access and instant updates in Xero, so clients can review statements in real‑time while protecting sensitive data
Who is it for?
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Financial analysts
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Accounting managers
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Client support coordinators
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Quickbooks integrators
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Dashboard administrators
