Client Hub is a practice management and client collaboration platform built primarily for accounting, bookkeeping, and tax professionals. It centralizes client communication, workflow management, task tracking, document requests, and file sharing into a single workspace. The platform provides a branded client portal where clients can respond to requests, upload documents, and communicate with their service team without needing to log into multiple tools. Internally, teams can manage recurring workflows, assign tasks, track job statuses, and monitor outstanding client items. Client Hub also incorporates AI-assisted features to help staff draft messages and handle routine communication more efficiently. The platform aims to reduce email back-and-forth between firms and their clients by consolidating requests and approvals into a structured, trackable interface. It is offered as a cloud-based SaaS solution with integrations into common accounting and productivity tools.
Target audience and deployment
- Solo / Freelancer
- Startup
- SMB
- Cloud
Key features
Use cases
- Manage client document requests and collection
- Automate recurring workflow and task management
- Centralize client communication
- Provide a branded client portal
- Draft client messages with AI assistance
- Track job and project status across the firm
Best for
- Bookkeepers who need to streamline client document collection and communication
- Accounting firm owners who need to manage recurring workflows and client deliverables
- Tax professionals who need a structured client portal to replace email-based file exchange
- Small accounting teams who need visibility into all active client jobs and outstanding tasks
Integrations
Automation platforms
Zapier
Communication
Gmail, Outlook
Other
QuickBooks Online, Karbon, Canopy, Stripe