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.
Basic AI limited to internal task management and simple email triage.
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.
Primarily focused on internal team workflows with minimal client portal functionality. Clients often feel disconnected from your processes.
Sophisticated yet straightforward document management built into the experience, powered by Magic Answers - our revolutionary AI technology that instantly retrieves and synthesizes information from all your client documents. Ask any question about a client's tax returns, financial statements, or even work status - and get immediate, accurate answers without manually searching through files.
Basic document management focused on internal team use rather than client collaboration. No AI-powered document analysis or knowledge retrieval capabilities.
🤝 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. Share internal comments about items to enhance collaboration.
Strong internal team collaboration features.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
Complex interface with steep learning curve for new staff members.
"Since switching from Karbon to Client Hub, our client interactions have become much more efficient. The Magic Answers feature alone saves us hours each week - we can instantly find any client information without digging through files. Our clients love the mobile app and the seamless collaboration." — Michael R.
Frequently Asked Questions
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How does Client Hub's pricing compare to Karbon?
Karbon typically charges premium prices for their practice management features but lacks robust bookkeeping workflow features, like month-end close review. Client Hub offers straightforward per-user pricing with no hidden fees or add-on charges, typically resulting in better value when you consider the complete capabilities included.
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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, unlike Karbon's steeper learning curve.
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How difficult is it to migrate from Karbon 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.
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What makes Client Hub's QuickBooks integration better than Karbon's?
While Karbon has limited or no QuickBooks integration for client collaboration, Client Hub offers deep QuickBooks integration. 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.
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How does Magic Answers help my accounting firm?
Magic Answers is like having a personal assistant who has read and memorized every client document in your system. It saves hours of work by instantly retrieving information from tax returns, financial statements, emails, and other documents. Your team can ask questions like "What were the client's total deductions last year?" or "What was our advice regarding their retirement planning?" and get immediate answers without hunting through files. This dramatically speeds up client service, reduces errors, and allows your team to focus on high-value work instead of searching for information.
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Can I use Client Hub alongside Karbon if I want to keep some of Karbon's internal workflow features?
Yes! Many firms use Client Hub for client collaboration and QuickBooks integration while maintaining Karbon for internal workflow management. We can help you determine the best setup for your firm's needs.
Ready to Make the Switch to a More Client-Focused Solution?
