Accounting Practice Management Solutions Built by Accountants to Move Client Work Forward
We started in 2017 with one conviction: work doesn’t stall because of bad task lists. It stalls through siloed workflows and communication gaps. We built the platform to fix exactly that.
OUR ORIGIN STORY
The Reason We Built Client Hub
Judie McCarthy Co-Founder, Client Hub
Client Hub has its roots in the day-to-day experience of an accounting firm.
After building a career as a Top 100 ProAdvisor over two decades, Client Hub Co-Founder Judie McCarthy knew the work inside and out. And year after year, she kept hitting the same wall: the biggest thing slowing her firm down wasn't the accounting. It was waiting on information from clients.
Her team knew exactly what to do. What kept stalling the work was client communication. Requests got buried in overflowing email inboxes, follow-ups slipped, and good work sat half-finished while everyone waited on a single document or answer.
"One of my clients called me very upset. She felt that her bookkeeper was repeatedly harassing her for the same information, so I reviewed the email history. When I called her back, I had to tell her that the bookkeeper wasn't the problem. She was. That's hard to say to a client. And for the client, she's running her own business. She was struggling to keep track of getting stuff to us." In 2017, she calculated that her accounting and bookkeeping team was spending 30% of its time chasing clients for necessary information. The solution she needed didn't exist, so she built one. Client Hub was born.
"That's when we hit on the idea of finding a way to make it easier for clients to know what we're waiting on," Judie says. Client Hub started with a simple idea: firms need one platform, built for both the team doing the work and the clients waiting on it. That founding insight is still the entire point.
Since then, Client Hub has built out the platform to cover the entire communication workflow to help both firms and their clients move work forward with successive launches of a mobile app, integrations with QuickBooks and Xero, AI enhancements, and more.
Our Core Beliefs
Why Work Actually Stalls
The three places work gets stuck most in your firm, and how Client Hub keeps it moving.
Work Stalls After the Task List Has Been Built
Assigning work is easy. Getting information, approval, and responses back from a client is hard, and firms lose time and money to the chase. That's the problem we're built to solve.
Every Communication Should Become a Tracked Action, Automatically
An email, a meeting note, a message from a client: none of it should sit there waiting for someone to turn it into a task. Client Hub converts it for you and closes the loop as work moves, so nothing that comes in gets lost on the way to getting done.
Software Should Run Your Workflows, Not Watch Them
Month-end close, document collection, reminders, and follow-ups run automatically inside your solution, not beside it. That frees your team for work that needs a human.
Our Philosophy
What You Can Expect from Us Every Day
Four commitments we hold ourselves to, covering your experience, your clients' experience, support, and pricing.
Client Experience Has to Be Perfect
Nothing matters more to us than a client experience your firm is proud to provide. When your clients have a frictionless experience, they use the tools and your work moves smoothly.
Design Must Be Sophisticated Yet Simple
Our design delivers deep functionality that feel effortless to your staff and clients. It’s complex under the hood, straightforward on the surface, and mobile for anytime access.
You'll Always Reach Someone Who Understands Accounting Firms
We work hard to make sure that our users rarely need support. When you do, you’ll get fast, friendly answers from informed humans based in the U.S.
Fair Pricing Is the Only Kind We Offer
Our plans include flat, transparent per-user pricing, with unlimited clients and no per-client add-on fees. Every subscription includes free onboarding and support, with no surprise charges.
Awards and Accolades
The Industry Recognition That Makes Us Proud
Trusted by thousands of accounting firms across North America
Client Hub is built and run by experienced industry professionals who have spent their careers in and around accounting firms. Meet the team leaders who build and improve our accounting practice management solutions, get your firm set up, and lend a hand when you need help.
We know that you’re entrusted with your clients’ most sensitive information, and we take that responsibility as seriously as you do. At Client Hub, all data is encrypted in transit and at rest and always stored on enterprise-grade infrastructure.
Read what firms say it’s like to use our accounting practice management solutions and work with us.
“What I like most is the ability to take client communication out of my email and into one place so client requests and questions don’t slip through the cracks. Amazing customer service and folks that actually listen to suggestions and implement upgrades and features constantly.”
Kari Beebe
“Creates a great space for clients to address transactions with. Many clients can get inundated with too many emails so it is very helpful having a singular space for them to work specifically on these items rather than a back-and-forth email process with us. Support team has been very helpful when needed.”
BryanW
“I love it, my clients love it! It is easy to manage workflow and collaborate with clients. Keeps the client communication and documents in one place. Support when needed has been excellent.”
cwillett2020
Ready for an Accounting Practice Management Solution That Moves Work Forward?
From conference floors to team meetups, this is Client Hub off the product screen: the people who build it, support it, and show up in person to talk shop with the firms who use it.
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