Looking for a Canopy Alternative? Meet Client Hub, simpler and better
Client Hub is the smarter choice for bookkeeping, advisory, and outsourced CFO focused firms
With Client Hub, you get more:
Month-end close features
Incredible AI features
An amazing client and firm experience
“Canopy felt like using a Swiss army knife—you have a lot of tools, but it's hard to make it all work easily. Client Hub is purpose-built and easy.”— Lauren M., Firm Manager
Client Hub automatically pulls uncategorized transactions, enables Books Review with AI insights, and posts direct — all without add-on fees.
Canopy’s integration is modular (time, billing, workflow) and priced per feature—no native QBO transaction review built in.
Leading the Way with Advanced AI Features
Client Hub features Magic Answers, auto-draft emails, AI-powered workflows, and P&L insights at month-end.
Canopy includes some generic AI (email generation via ChatGPT) but lacks real task automation, flow intelligence, and deep AI integration .
Client-Centered Collaboration
Client Hub brings clients into the workflow with shared checklists, file uploads, and a branded mobile app.
Canopy has a robust client portal with e-signatures and mobile access, but setup is often spread across modules and less streamlined.
Save Big with Client Hub
Client Hub includes everything in one plan—no add-ons required.
$69/user/month (annual) or $79/month (monthly), full feature set—AI, workflows, QBO, client portal, no surprise fees.
Canopy pricing is modular: Base starts ~$45–66/user/month, plus $22–36/user/month per feature (document management, workflow, billing). Total can reach well over $100+/user/month
"We were hesitant to switch platforms, but Client Hub made the transition painless. Our clients find it so much easier now that we are on Client Hub."
New
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.
Unmatched deep QuickBooks integration featuring our powerful Books Review capability that automatically identifies issues and saves hours on monthly closes.
Basic QuickBooks connection lacking advanced financial review and month-end close features.
🧠AI… No hype, just real value
Magic Answers
An incredible personal assistant in your practice management system. Ask anything and it will answer your questions, even from information within your PDF, Excel and other client files.
Magic Books Review
Save hours on each monthly close with AI-based review of Balance Sheet and P&L, highlighting accounts and transactions for further review.
Magic Email Replies
Your intelligent inbox assistant that drafts professional client responses in seconds – cutting email management time by up to 70%.
Magic Workflow
Generate a step-by-step workflow for any new client engagement.
Basic AI for emails; no task automation or smart workflow triggers.
đź‘Ą Client-First Experience
Built specifically for client experience excellence, with an amazing branded client experience at the core. For example, only Client Hub has a mobile app for your clients, crafted to collaborate better with your team, and give them the modern experience your firm is proud to stand behind.
Branded client portal with payments and e-sign, but feature modules are managed separately.
đź“‚ Document Management
Sophisticated yet straightforward document management built into the experience. And an incredible Magic Answers capability for unmatched AI-based answers from these documents.
Secure storage, transcripts retrieval, and e-signatures—but manual search only.
🤝 Team Collaboration
Everything about the client is easily available to everyone on your team who works with the client. Easily Pin items – Emails, client communications and more – for Quick Action.
Strong internal workflows and client requests, but siloed by module and less connected.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
Feature-rich but interface-heavy; more training required to navigate modules.
"Since switching to Client Hub, Client Hub has reduced our admin time by hours each week, allowing us to focus on higher-value client work."
Frequently Asked Questions
How does Client Hub's pricing compare to Canopy?
Canopy uses a complicated pricing structure that charges per user and per client, limiting your firm's ability to scale efficiently. Client Hub offers straightforward per-user pricing with no hidden fees or add-on charges, typically resulting in 40% or more savings for accounting firms.
How easy is it for my team to learn Client Hub?
Client Hub is founded on a clean, clear design that you and your team will find intuitive. It's easy to learn and enjoyable to use.
How difficult is it to migrate from Canopy to Client Hub?
Migration is straightforward and well-supported. Our team guides you through every step, ensuring you can start working with your clients in Client Hub with no disruption.
What makes Client Hub's QuickBooks integration better than Canopy?
Our unique Books Review capability automatically reviews your clients' QuickBooks data, identifying potential issues in Balance Sheets and P&Ls, flagging transactions that need attention, and dramatically reducing the time spent on monthly closes. This feature alone saves our typical customer hours per client each month.
Ready to Make the Switch from Canopy to a More Innovative, Client-Focused Solution?
