Productivity · AI Task Management
Client Hub
All-in-one solution for accounting workflows, client portals and more.
Freemium
- Website
- clienthub.app
- Category
- Productivity › AI Task Management
- Pricing
- Freemium
- Platforms
- website
Annual Billing Monthly Billing | Annual Billing | Monthly Billing | $49 single user per month | single user per month | Limited to solo user firms — all features included | Practice Management Workflow Dashboards Time tracking Email sync | Practice Management
About Client Hub
Transform your accounting practice with Client Hub's all-in-one practice management solution. Streamline workflows, secure client communication, and AI-powered tools for modern firms. Start free trial today! Client Hub empowers your firm with AI. Learn More Accounting Practice Management Software that Moves Client Work Forward Turn client communications into actions, drive faster responses, and run core workflows like month-end close within an intuitive practice management platform Other Tools Track the Work. Client Hub Moves It Forward. Task assignment isn’t where work breaks down, it’s everything that follows.
Features
Easy-to-follow workflow checklists for every engagement.
Every task has an owner, a deadline, and a status.
Nothing falls through the cracks with automatic tracking.
Structured job creation keeps your team organized.
Each client gets a custom workspace where they can upload files, answer requests, and clear up uncategorized transactions in seconds.
No need to call or email your team.
Clients stay organized and responsive in one place.
Reduce back-and-forth with a self-service portal.
Screenshots
Reviews
“Hear from some of the many firms already saving time, reducing effort, and driving growth with our practice management software.”
“We don't just sell software. We help get your firm running. Here's exactly what happens after you book your demo.”
