Beyond Client Collaboration and Practice Management, It has Bookkeeping Workflows Built In!
Client Hub combines powerful practice management tools—like a client portal, workflow tracking, document management, and time tracking—with deep bookkeeping workflows that automate month-end close, resolve uncategorized transactions, and more.
It’s everything your firm needs, in one streamlined solution.
All of the features, none of the Complexity
Built specifically for cloud accounting and bookkeeping practices. Also check out the product tour page.
Client Hub's workflow, practice management, and client communication tools are the right choice for many different kinds of firms.
THE PROBLEM
Dealing with inefficiencies from using so many disconnected tools to run your firm?
No standardization of your workflow processes
Client Communication scattered everywhere
Poor visibility to everything going on in your firm
THE SOLUTION
Client Hub streamlines everything (without needing 5-10 different tools)
“This is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my team”
Quote from Jan Haugo
Take Your Firm to the Next Level
Client Hub leaves all other practice management solutions behind
Efficiently Manage All Work
Manage work across your team with powerful jobs featuring easy-to-follow workflow checklists, time tracking, and easy team collaboration
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 transactions
Powerful Client Data Reviews
Find and fix QuickBooks data anomalies and make clean ups and monthly closes remarkably faster
Incredible AI Superpowers
Let AI draft your emails, let AI generate your workflows, ask AI for anything and it will magically respond by looking at all your content (even within files and emails)
Transform Email Management
Save hours and hours of inbox time with our Magic email features - summarize threads, draft replies for you and adjust email tone
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 going on within your firm and with your clients with insightful and easy-to-use dashboards
And Even More
eSignatures, Zapier Integration, Exciting AI Roadmap, Incredible Support
Integrates With All Your Favorite Tools
Anchor for client proposals and billing
QuickBooks and Xero for client accounting services
Zapier for anything else in your tech stack
Check it Out: Quick Overview Videos
Got 1 minute?
Watch Blake Oliver of Earmark
Got 5 minutes?
Watch Jason Staats
Join hundreds of firms like yours who ♥️♥️♥️ Client Hub
A good communication tool
"Client hub is a good communication tool for your QBO clients."
D Lee
Client Hub great workflow tool
"I love it, my clients love it! It is easy to manage workflow and collaborate with clients. [...]"
cwillett2020
"Client Hub is best!"
"Client Hub has made sharing of documents and communication with my clients much easier!... Client hub is easy to use..."
Mikelle M.
Our clients love the mobile app of Client Hub. Using modern ways to collaborate creates a better experience for our clients and sets us apart from other firms
Nikole Mackenzie
Momentum Accounting
Easy to implement and simple to use!
"I wanted a task mgmt tool for clients that wouldn't take me hours of frustration to learn how to use and implement. [...]"
Amiller
Excellent Product
"I highly recommend Client Hub to anyone who wants to streamline communication with clients, get organized, and save time."
TheSellerCPALLC
"Easy to Use with Lots of Options"
"It is so intuitive, flexible, and easy to use... It has lots of options for how you can receive information."
Laurie F.
"High Praise for Client Hub!"
"My experience has been FANTASTIC!... this was my choice - hands down!"
Kandi J.
"Central access to all my client needs."
"It has drastically reduced client email... Ease of use and implementation. Security of the software."
Wendelyn D.
Excellent app
"Creates a great space for clients to address transactions with. [...]"
BryanW
GAME CHANGER!!
"Clienthub is SO easy to set up and tailor it to your business. [...] 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
Game changing app!
"The automation of sending recurring monthly tasks to clients to collect information and QBO integration has significantly cut labor hours out of my day and freed me up to focus on other tasks."
Stephanie
THE best acct practice software on the market
"I've been struggling for years to find the right combination of software that would allow me and my team to manage all of our bookkeeping clients [...]"
Donald
User friendly and so easy to stay organized!
"Our team loves ClientHub. We use it internally for task lists as well as externally as a secure way to communicate and keep organized [...]"
Melanie
A homerun with my clients!
"They find it super efficient and intuitive. They like how it keeps things organized and avoids tons of emails flying back and forth."
Ben Irvin
Must have app for every ProAdvisor
"Best all-in-one app ever! A turnkey solution, you can have up and running in just minutes. [...]"
ClientHubTeam
"Easy to use and implement"
"I like that it is easy to use... even setup templates to onboard customers."
Jacquie M.
"Almost perfect all around"
"Although there are a few little tweaks... Interfaces with QBO to categorize transactions."
Janice Hudson D.
Client Hub
"Client Hub is a real time saver when researching client requests."
J Beaulieu
SO THANKFUL
"I highly recommend it and would be willing to help anyone out if they had any questions!!"
CortnieG
"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."
"...I love the workflow to keep both myself and my clients organized."
Robyn C.
THE BEST
"Love it!!! Period."
Yani
Client Hub was so easy to set up, it took less than 10 minutes. The first client I showed it to loved it. It’s exactly what she has been asking for.
Heather Satterely
Satterely Consulting
"Secure and Efficient way to communicate"
"Love this software. Invaluable in my business... it feels like texting so it's incredibly easy to keep them out of my inbox."
Kristy M.
"Effortless Client Communication Dashboard"
"The clients understand what they need to do, how they need to work with me..."
Jan H.
"Great Features"
"The tasks panel is very helpful when something is needed... clients can easily select which account the expense transactions belong to."
Jessica W.
"Life Made Easier"
"I know where I stand and my staff with the monthly and even daily tasks per clients."
Deborah N.
Client Hub is my favorite feature as a ThinkBeyondtheDesktop customer. It is like having all of your groceries in one bag! The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations. We can all upload and share documents but my favorite is the ability to have quick access to all of my apps and store my passwords in one convenient and secure place!
Jacqueline Meninno
Bruin Corporation of Framingham
"Client hub is a lifesaver for resolving unknown transaction details"
"Overall client hub has been a time saver... I get transaction details much faster."
Luis R.
"I use Client Hub everyday"
"...it has made my job so much easier... It's very user friendly."
Mary G.
Prayers Answered
"This app has streamlined and organized my client communication."
Solidence
EXACTLY what my firm needed
"I am blown away by this app! Everything at my fingertips and everything at my clients' fingertips as well!"
eControllerPlus
Most-in-one Practice Management Solution
"This app is excellent! I now stay organized and on top of tasks for myself, my team, and my clients."
JacobC
Doing the job
"The product is helpful in keeping the lines of communication clear (and documented) between myself and my accountant. [...]"
SalesSolutions
"Simple and secure client communication"
"...The chat thread is what I use the most... The thread is searchable..."
Kelsey K.
Great Team and Product
"Love the Collaboration Features and Easy Onboarding."
Jordan
Love Client Hub
"I love Client Hub as it helps with the getting the transactions in questions answered easily by the clients, and we're also able to use it for our company's workflow management. [...]"
Jessica
"Client Communication on steroids"
"The best features are the SECURE Apps links with password management baked in... The resources section..."
Monique S.
A quick note to tell you how much we LOVE Client Hub. It's such a needed tool!!! Thank you!!!!!
Stephanie McGuirt
Stephanie McGuirt LLC
Uncategorized Expenses no long daunting task
"With Client Hub, then 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!"
Prosper Financials LLC
Prosper Financials LLC
Client Hub
"Client Hub is a real time saver when researching client req
J Beaulieu
Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!
Jackie Beaulieu
Think Beyond the Desktop
Game changer!
"My clients love the collaboration it provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."
TeamLegacyAccounting
Legacy Accounting
Everything in one place.
"I have been using Client Hub to organize my tasks and workflow since 1/2020. I explored other apps for this including QBO Work but [...]"
Mary
Easiest Client Communication Tool
"Client Hub has has transformed our client communication. [...]"
Customizable
GAME CHANGER!!
"Clienthub is SO easy to set up and tailor it to your business. [...] 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
Best App
"This app has streamlined Client communications and workflow management. It really has everything in one place for what you'll need to run a practice."
Arielle
Wow - you guys have done an amazing job --I'm actually blown away. Woo woo!!
Laura Redmond
QBOPro, Aero Workflow
Great experience!
"ClientHub has been a great workflow tool for our team and is always willing to work with us and use our feedback to make improvements!"
Kylie
"ClientHub Helps Me Communicate With My Clients"
"I have felt more connected to my clients since starting to use ClientHub..."
Rebekah B.
This is the app I have been waiting for! Client Hub is a one-stop shop for my clients and centralizes communication for my team
Jan Haugo
THE BEST
"Love it!!! Period."
Yani
"The value of Client Hub for our company"
"...as I said it's a game changer... It's awesome. All with bank level security."
Gayle G.
Excellent Client Collaboration
"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."
IbiOjo
Efficient and Flexible
"It allows me to go to a client where all the data concerning that client –files, links, passwords, etc. – are right there in that work space."
Regina Moore
Now, I can grow my business!
"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."
Danielle
Can't Live Without It!
"I appreciate this app every day, as it continues to add new features and makes everything run so much smoother."
BeccaL
Client Hub was the missing piece to bring all client interaction in one location -- it is a real game changer for our firm!
Erick Rivera
BalCo Business Solutions
"Life Changing!"
"It has made secure communications with my clients much easier..."
Heather H.
Uncategorized Expenses no long daunting task
"With Client Hub, then 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!"
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Frequently Asked Questions
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1. What is Client Hub?
Client Hub is a unique Accounting Practice Management platform that is both powerful and yet incredibly simple to use.  It unifies workflow, task tracking, document exchange and an integrated Accounting Client Portal—and helps you with month-end reviews for your QuickBooks clients.
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2. How is Client Hub priced compared with other solutions?
We keep it simple: a per-firm user plan (no charge for client users) with unlimited clients and storage. By contrast, others bill per client (Keeper) and / or layer modular add-on fees (Canopy, Financial Cents, Keeper etc.). Most firms switching to Client Hub from another platform cut software spend by an average of 40%.
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3. How does Client Hub improve my clients' experience?
The portal gives each client a branded, easy-to-use workspace to upload files, answer requests, e-sign docs and even clear uncategorized QuickBooks transactions—all without email back-and-forth. Firms report faster responses and elimination of those “status-check” emails.
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4. Will Client Hub really save our team time?
Yes. You will save time because Client Hub automates getting everything from clients and streamlining your work, so your team starts and finishes engagements in much less time.  Just one example - sync open QBO / Xero transactions to the Accounting Client Portal, get updates and sync everything back to QuickBooks — gives most firms several hours back each week.
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5. How long does it take to switch?
Most small firms launch within a day using our self-guided import tool. Larger practices can be up and running with their full team trained in 2-3 weeks. If you need, we also offer Concierge Onboarding services, so you hit the ground running.
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6. Is client data secure?
Absolutely. All data is encrypted in transit and at rest, stored on Google Cloud and Amazon Web Services infrastructure and 24 Ă— 7 monitoring. You can also enable MFA and keep data segmented by role-based permissions.
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7. Does Client Hub integrate with my existing apps?
Deep two-way QuickBooks Online sync is built in. You can also connect email, bill clients via Anchor, and use Zapier for hundreds of automations — so Client Hub becomes the nucleus of your Accounting Practice Management stack.
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8. Can I brand the Accounting Client Portal?
Yes. Upload your logo and colors once, and your client’s login as well as portal page reflects your firm’s brand — reinforcing a seamless client experience.
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9. What support is included?
Every plan includes free support, training webinars, and an active user community — no required “setup fees” or expensive support tiers.
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10. Am I locked into a long-term contract?
No. Choose monthly or annual billing and cancel anytime. Unlimited clients mean you never outgrow your plan.
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