Testimonials, reviews, and case studies

See and hear accounting practice management software reviews and success stories directly from users building scalable, secure, and efficient practices with our solutions.

Successfully Scaling a Practice

“I was at around 15 clients. I don't know if I could have grown as fast if I didn't have Client Hub.”

Keeping Clients Informed and Deadline-Focused

“We set up an automatic job template that generates client tasks automatically every single month automatically without me having to launch it.”

Read Ricardo’s Story

Protecting Non-Profits from Fraud

“We have a safe channel where clients know they’re talking to me, and I don’t have to worry about losing emails anymore.”

Read Wendelyn’s Story

Streamlining Firm and Document Management

“Client Hub has everything we need to do our jobs. Encrypted file storage is my favorite feature, with everybody's file folders in a single window.”

Read Lorenda’s Story

Integrating with Critical Platforms

“It's very easy to invite people to Client Hub, so it became part of our tech stack from day one.”

Read Brandon’s Story

Easy to Use and Fast Onboarding

Client Hub’s accounting practice management software reviews praise a straightforward, intuitive design that simplifies and accelerates client work at any firm.

"Central access to all my client needs."

"It has drastically reduced client email... Ease of use and implementation. Security of the software."

Wendelyn D.

"The platform is so intuitive, flexible, and easy to use. It has lots of options for how you can receive information."

Laurie F.

“Client Hub is going to provide a much better communication experience between accounting firms and their clients.”

Kenji Kuramoto

“Client Hub has a firm-to-user experience that is simple and easy to get up and running, but powerful.”

Will Lopez

“What impresses me about Client Hub is its simplicity, practical design, and that it is a client facing solution.”

Clayton Oates

“Client Hub has made the sharing of documents and communication with my clients much easier!”

Mikelle M.

Faster Answers and Cleaner Books

It takes teams minutes, not hours, to resolve uncategorized transactions with Client Hub, streamlining month-end close. These are their stories.

Now, I can grow my business!

"Client Hub has been a game changer for my business. It's the perfect solution for an efficient workflow between my team and for my client."

Danielle

"I save a huge amount of time by categorizing expenses as 'Uncategorized Expense,’ which automatically creates a task for the client."

Steven

"Automation and QBO integration have significantly cut labor hours out of my day and freed me up to focus on other tasks."

Stephanie

"I now stay organized and on top of tasks for myself, my team, and my clients... no more stressing about workflows, jobs, or deadlines."

Jacob C.

“I love Client Hub—it helps get transactions answered quickly and streamlines our workflow management.”

Jessica

“Client Hub is a lifesaver for resolving unknown transaction details. Overall Client Hub has been a time saver—I get transaction details much faster.”

Luis R.

Enhanced Client Communication and Collaboration

Look at what happens when accounting practices are finally able to give their clients total clarity on tasks, deadlines, and communication with Client Hub.

Excellent Client Collaboration

"I cannot say enough about how this app has helped us to work more efficiently because of its powerful communication tools."

Ibi Ojo

"ClientHub Helps Me Communicate With My Clients"

“I have felt more connected to my clients since using Client Hub.”

Rebekah B.

"The clients understand what they need to do and how they need to work with me. Communication has never been clearer."

Jan H.

"The chat feature is easy to use and allows all users to stay on top of outstanding tasks and conversations."

Jacqueline

"Clients love the collaboration Client Hub provides. My bookkeeper and I have full transparency of outstanding tasks and deadlines."

Team Legacy Accounting

“Love this software. It feels like texting—keeps clients out of my inbox and makes communication easy.”

Kristy M.

Personalized Support and Expert Guidance

At Client Hub, we're more than another vendor. We’re your technology partner. We promise to be at your side through a smooth adoption, on hand with quick answers to your questions, and always open to feedback.

Great experience!

"Client Hub has been a great workflow tool for our team and is always willing to work with us and use our feedback to make improvements!"

Kylie

"The Client Hub team provides amazing support and is always looking to improve the platform based on users' feedback."

Melanie

"The people behind the software are very responsive to requests and concerns. They want you and Client Hub to have an outstanding working relationship."

Regina Moore

"The Client Hub support team has been very helpful when I’ve needed them."

Bryan W.

“We've been using Client Hub in our firm for almost a year now and we're so thankful for it. There are continual improvements and the Client Hub team is always friendly, helpful and open to suggestions.”

Melcat

“Amazing customer service and folks that actually listen to suggestions and implement upgrades and features constantly.”

Kari Beebe

Complete Firm-Wide Task Visibility

Never lose track of a task again. Here's what happens when you coordinate your team and clients in a clean, well-organized workspace with Client Hub.

“This app has streamlined client communications and workflow management. Everything in one place!”

Arielle

“Client Hub is excellent! I now stay organized and on top of tasks for myself, my team, and my clients.”

Jacob C.

"I wanted a task management tool for clients that wouldn't take hours to learn or implement. Client Hub nailed it."

Amiller

"Great Features"

"The tasks panel is very helpful when something is needed... clients can easily select which account the expense transactions belong to."

Jessica W.

"Life Made Easier"

"I know where I stand and my staff with the monthly and even daily tasks per clients."

Deborah N.

"Glad I am using it and made the change. Like all apps, improvements and advancements are needed."

“I love the workflows to keep both myself and my clients organized.”

Robyn C.

Accounting Practice Management Software Reviews and Success Stories

Wondering what it’s like to implement and adopt Client Hub's accounting practice management solutions? Explore case studies, testimonials, and reviews to find out from actual users.