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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.