Built for Bookkeeping and Outsourced Accounting Firms

Magical Practice Management

Workflow. Client Portal. AI Superpowers.

For your firm: Amazingly powerful capabilities, yet so simple that it feels like magic.
For your clients: A branded, modern experience that makes your firm stand out.

So, What’s Magical about Client Hub?

1. So Powerful, yet so simple

Unlike most other solutions that get more complicated with more features, Client Hub is powerful, yet drop-dead simple to use.

2. Amazing Client Experience

Deliver your services with a tech-forward approach that today’s clients demand.

3. AI-driven Superpowers

Your “work” will never be the same – you have to try it to believe it.

Cloud Accounting Firms  Love, Love, Love Client Hub

We invite you to Google “Client Hub reviews” or check out all completely unfiltered reviews at QuickBooks App Store and Capterra.

Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client. Moving client and team communication primarily out of email and into Client Hub has saved my lots of time and given me back my sanity. I can't wait to grow with Client Hub!

Danielle Kleinrichert
Neatbooks, LLC

I was previously creating customized reports for Uncategorized Expenses in QBO and sending it to my client. How it was being returned was messy. With Client Hub, they can select the account and I can close it out to accept it. We can even have a conversation about that one transaction. I love this!

Vanette Cotto
Prosper Financials, LLC

Clienthub is SO easy to set up and tailor is to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.

Joel Felix
Logic Accounting Solutions, Inc

Check All Testimonials

Magical Benefits for Cloud Accounting Firms

Also check out the product tour page.

Efficiently Manage All Work

Email Integration, Secure Messaging, Awesome Mobile Apps, Seamless File Sharing, Branded Client Experience

Never Chase Clients for Missing Information

Client Experience is at the core and is so good that your clients actually respond in time. Powerful Client Tasks and QBO/Xero integrations to resolve uncategorized tnxs

Powerful Client Data Reviews

Find and fix QuickBooks data anomalies and make clean ups and monthly closes remarkably faster

Incredible AI Superpowers

Simple yet powerful Workflow with easy to follow checklists, Pinned Items, Time Tracking

Transform Email Management

Save hours and hours of inbox time with our Magic email features - summarize threads, draft replies for you, adjust email tone and more

No More Client Communication Siloes

No more wondering if your teammate responded – or if someone else on the team has more recent information that you don’t

Integrated Document Management

Everything is in one place, internal docs for your team and client-facing docs that are easily accessible to them

Birds-Eye View on Your Firm

Keep on top of everything with insightful dashboards across your team and clients

And Even More

eSignatures, Zapier Integration, Exciting AI Roadmap, Incredible Support

Ready to magically
empower your firm?

Don’t Just Take Our Word for It

Get a Demo

Resolve all Uncategorized QuickBooks Transactions for free!

Our award-winning QuickBooks integration is now free for firms and their clients.
Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.

Then, it’s Easy as 1, 2, 3 …
Client Hub Auto-magically syncs uncategorized transactions to your client.
Your client provides more info – on the web or on the go in our mobile app.
You review and update QuickBooks - right from Client Hub.
Start Free Now

Get a demo

Client Hub in 90 Seconds

Watch Blake Oliver from Earmark and Cloud Accounting Podcast give an overview of Client Hub.