What is Client Hub?
Client communication and workflows for accounting firms.
Who is Client Hub best for?
Client Hub is best for bookkeeping and CPA firms that want client requests, files and month-end close in one place.
Bookkeepers on QuickBooks or Xero
Clients clear uncategorized transactions in their own portal, and the Plus plan adds month-end close review, financial reports and a 1099 manager.
Firms that chase clients for documents
Each client gets a workspace and a mobile app to answer requests, upload files and sign documents, so follow-ups move out of the email inbox.
Growing accounting teams
Jobs, recurring work, deadlines, time tracking and dashboards show who owns each task, and the price depends on staff seats rather than client count.
Firms buried in client email
Built-in AI drafts client messages and email replies, summarizes long threads and turns a workflow into a task list.
How much does Client Hub cost?
Client Hub costs $79 per firm user a month for Practice Manager or $99 for Practice Manager Plus, which adds the QuickBooks and Xero tools, with lower prices on yearly billing and a $49 yearly-only plan for one-person firms.
- Workflows, dashboards, time tracking and email sync
- Client portal and mobile app with tasks, messaging, file sharing and eSignature
- No QuickBooks or Xero tools
- Everything in Practice Manager
- QuickBooks: uncategorized transactions, month-end close, financial reports, 1099 Manager
- Xero: uncategorized transactions
Billed yearly, Practice Manager is $59 and Practice Manager Plus $79 per firm user a month. Solopreneur, for one-person firms, is sold only on yearly billing at $49 a month and includes every feature. All plans come with unlimited clients, unlimited storage, training and support, with no add-on charges; concierge onboarding for larger firms costs extra. A free trial, usually 14 days, is set up after you book a demo. Full pricing on clienthub.app. We checked these prices on .
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Questions about Client Hub
What is Client Hub?
Client communication and workflows for accounting firms.
Who is Client Hub for?
Client Hub is best for bookkeeping and CPA firms that want client requests, files and month-end close in one place.
Is Client Hub free?
No, Client Hub has no free plan, but it offers a free trial, usually 14 days, with every feature. Its team sets the trial up after a demo, connected to your QuickBooks Online or Xero account and a few real clients.
How much does Client Hub cost?
Client Hub's paid plans are Practice Manager at $79 per firm user per month and Practice Manager Plus at $99 per firm user per month.
Where can I try Client Hub?
On its official website, clienthub.app.
Does Client Hub charge per client?
No. Client Hub prices every plan per firm user, and each plan includes unlimited clients and unlimited file storage. On a yearly plan, a seat added mid-term is charged for the months left, and a seat freed when someone leaves is prorated.
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