A Financial Cents Alternative Built Around
Amazing Client Collaboration

Bring workflow and client collaboration together so messages, documents, requests, tasks, and deadlines move forward in one place.

Client Hub's strength

Client collaboration at the center

A mobile-app option for faster client responses

Incredible customer service

"After my clients were not adopting Financial Cents, I switched them to Client Hub, and it was night and day"
— Tabitha R.
Schedule a Demo

Why Accounting Firms Choose Client Hub

Client Collaboration at the Center

Turn messages and requests into trackable work your team can own and close.

A Modern Mobile-App
Option

Make it easy for clients to respond, share documents, and complete requests from any device.

No extra charges for Month-end close features

Unlike Financial Cents, Client Hub does not have any per client fees - not even for month-end close features

Straightforward Pricing That Scales With Your Firm

Add unlimited clients without per-client subscription charges.

Client Hub pricing is based on firm users, so you can add unlimited clients without per-client subscription charges.

Ask how pricing changes as your firm adds users, clients, and month-end close features.

"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.
Start Free Now

See Whether Client Hub Is the Better Fit for Your Firm

Schedule a Demo

What to Compare Before You Choose

🧩 QuickBooks and Xero Integration

Client Hub connects with QuickBooks Online and Xero to support Books Review and core close workflows. It also include native Reports capabilities to publish client-ready management reports.  
Ask how deeply it connects with each platform

🧠AI… No hype, just real value

Magic Answers

Magic Books Review highlights accounts and transactions that may need attention.

Magic Books Review

Magic Email Replies helps draft professional client responses.

Magic Email Replies

Magic Workflow can generate a starting workflow for a new engagement.

Magic Workflow

Ask which AI capabilities are available today and how they fit your firm's work.
Ask if Financial Cents can easily generate a process for a new workflow or can help craft client email responses right in the platform.

👥 Client-First Experience

Files, requests, and messages stay together in the client workspace, which is an intuitive shared experience between your clients and everyone in your firm
Ask about the simplicity of the client portal experience

📂 Document Management

.Client Hub has advanced file management, including full access from a mobile app. Our "Easy Upload" feature makes it so simple for clients to send you documents, you'll never wait on clients again.
.Ask whether clients can easily snap and send docs from a mobile app  

🤝 Deep QuickBooks and Xero workflows

Both QuickBooks and Xero are supported.  The integrations feature many key workflows: Uncategorized Expense resolution, Books Review for month-end close, 1099 tracking and W9 requests, and client-facing Reports
Ask how deep the platform integrates with your preferred client accounting platform.

Everything Your Team Needs to Run a Tight Practice

Put our accounting practice management software’s comprehensive suite of features at your staff’s fingertips. All designed specifically for accounting and bookkeeping firms.

Job/Task Management
Team Collaboration
Automation & AI
Firm Management
Reporting & Dashboards
Integrations

Manage work across your entire team with structured job creation.

  • Easy-to-follow workflow checklists for every engagement.
  • Every task has an owner, a deadline, and a status.
  • Nothing falls through the cracks with automatic tracking.
  • Structured job creation keeps your team organized.

Centralize all internal communication around client work.

  • No more hunting through email threads for updates.
  • Your team stays aligned in one shared workspace.
  • Comment on tasks and tag team members directly.
  • Real-time visibility into who's working on what.

Let the platform do the chasing so your team focuses on what matters

  • Automate client requests, reminders, and recurring workflows.
  • Use AI to draft replies and summarize threads.
  • Generate smart insights from your client data.
  • Reduce manual follow-ups with intelligent automation.
Learn More

Firm-wide visibility with role-based permissions

  • The right people see the right information.
  • Leadership always has the full picture.
  • Role-based access keeps data secure and organized.
  • Manage your entire firm from a single dashboard.

See everything happening across your firm at a glance

  • Track deadlines and spot bottlenecks instantly.
  • Monitor team performance with dashboards built for practice operators.
  • Real-time reporting on capacity and workload.
  • Data-driven decisions for firm growth.

Client Hub becomes the nucleus of your tech stack

  • Deep, two-way sync with QuickBooks Online and Xero.
  • Connects directly to your inbox.
  • Hundreds of automations via Zapier.
  • Seamless data flow between your favorite accounting and bookkeeping tools.
Learn More

Everything Your Team Needs to Run a Tight Practice

Put our accounting practice management software’s comprehensive suite of features at your staff’s fingertips. All designed specifically for accounting and bookkeeping firms.

Job/Task Management

Manage work across your entire team with structured job creation and easy-to-follow workflow checklists. Every task has an owner, a deadline, and a status, so nothing falls through the cracks.

Team Collaboration

Centralize all internal communication around client work. No more hunting through email threads, your team stays aligned in one shared workspace.

Automation and AI

Let the platform do the chasing. Automate client requests, reminders, and recurring workflows. Use AI to draft replies, summarize threads, and generate smart insights so your team focuses on work that matters.

Firm Management

Firm-wide visibility with role-based permissions. The right people see the right information and leadership always has the full picture.

Reporting and Dashboards

See everything happening across your firm at a glance. Track deadlines, spot bottlenecks, and monitor team performance with dashboards built for practice operators

Integrations

Deep, two-way sync with QuickBooks Online and Xero. Plus hundreds of automations via Zapier so Client Hub becomes the nucleus of your tech stack.

Frequently Asked Questions

How does Client Hub's pricing compare to Financial Cents?

Client Hub pricing is based on firm users and includes unlimited clients. Financial Cents charges a per client fee for each client that is connected to QuickBooks. Compare total cost based on team size, included features, and expected growth.

How easy is it for my team to learn Client Hub?

Client Hub uses a clean, focused interface designed for accounting firms and their clients. A guided demo can help your team evaluate ease of use.

How difficult is it to migrate from Financial Cents to Client Hub?

The Client Hub team guides firms through setup and migration -- and offers onboarding meetings and support at no extra cost. Confirm your data, workflow, and rollout requirements during the demo.

How does Client Hub work with QuickBooks Online and Xero?

Client Hub works with both QuickBooks Online and Xero. You can easily resolve uncategorized transactions, as well as surface transactions that may need attention during review and close. Financial Cents has a more limited QuickBooks integration and currently does not integrate with Xero at all.

See Whether Client Hub Is the Better Fit for Your Firm

Schedule a Demo
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