Looking for a Jetpack Workflow Alternative? Meet Client Hub, simpler and better
Client Hub is the smarter alternative to Jetpack Workflow for cloud accounting and bookkeeping firms
With Client Hub, you get more:
Month-end close features
Incredible AI features
An amazing client and firm experience
“Client Hub has helped us centralize everything. Jetpack felt like an internal-only system. Now, clients are looped in and engaged!” — Alex C., Firm Owner
Client Hub automatically syncs with QuickBooks Online to fetch uncategorized transactions and surface review tasks.
Jetpack Workflow focuses on internal task management but lacks accounting-specific integrations like QBO or Books Review.
Leading the Way with Advanced AI Features
Client Hub delivers practical AI tools—auto-drafted email replies, AI-enhanced Books Review, and workflow creation.
Jetpack Workflow does not offer AI functionality.
Built for Real Collaboration
Client Hub includes a client-first experience, complete with shared task lists, a client portal, and branded mobile app to streamline collaboration.
Jetpack is focused on internal task management.
Save Big with Client Hub
Client Hub offers a clearer and more transparent pricing model than Jetpack Workflow.
Client Hub is $69/user/month (billed annually) or $79/user/month (monthly), with all features included: AI tools, client portal, workflow automation, and QBO integration. No client-based billing or surprise fees.
Jetpack Workflow starts at a lower base, but scales with firm size, feature tiers, and support needs. Lacks client-facing tools and direct QBO integration.Charges you both for internal users – and if you use the QuickBooks integration to send uncategorized QuickBooks transactions to clients, they charge for each client.
“We outgrew Jetpack Workflow. Client Hub gives us better tools for team collaboration and actual client interaction.”
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.
Non-existent QuickBooks or Xero integration. No automated month-end close or uncategorized transaction resolution 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.
Doesn’t offer any AI-driven assistance or automated workflow generation.
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.
Internal-only focus: task checklists live inside your firm, with no direct client access or CRM capabilities.
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.
Basic file attachment support exists, but no smart search or document intelligence.
🤝 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.
Solid internal task assignments, due dates, and reminders—but no client interaction or AI‑powered communication.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
Functional and dependable, but dated design with a steeper ramp-up time for new users.
"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 Jetpack Workflow?
Jetpack Workflow starts at a lower rate, but adds fees for team size, onboarding, and feature access. Client Hub is simpler and all-inclusive:
$69/user/month billed annually
$79/user/month billed monthly No client charges, no extra fees, full access to AI, QuickBooks tools, and collaboration features.
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 Jetpack Workflow 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.
Can Client Hub replace our entire workflow platform?
Yes! Client Hub includes robust recurring task management, AI-driven tools, shared client tasks, and a full client portal—all in one place.
Ready to Make the Switch from Jetpack Workflow to a More Innovative, Client-Focused Solution?
