Switch from Double to Client Hub
YOUR POTENTIAL ANNUAL SAVINGS
$18,504
Illustrative: 2 users, 60 clients (20 per Double tier). Calculate your firm's savings →
Introducing the Double Switch offer
You keep running your firm. Our team does the moving, sets up your clients, and stays with you until your clients are using Client Hub.
Use Client Hub free through December 31, 2026. Decide whether to continue before billing starts January 1, 2027. Leave before then and you owe no subscription payment.
Our team moves your clients, contacts, recurring requests and templates, and sets up your client portal. You don't need to block out a weekend.
We help you invite your clients, show them how to use Client Hub, and follow up with those who need a hand.
No expensive "tax suite" add-on required next tax season.
Limited to 30 firms. Every switch gets hands-on help.
SEE CLIENT HUB IN ACTION
“Not just manage the work, but streamline the work itself.”
Jason Staats, CPA
From Jason’s sponsored Client Hub walkthrough · 0:59 ↗
Keep the close tools and client features your firm depends on. Drop the per-client fees and the clutter.
Month-end close
Books Review flags missing payees, inconsistent expenses, large purchases and missing receipts, calls out new entities, and uses AI to spot unusual changes from last period.
Client requests
Send uncategorized transactions to clients and their answers sync back to QuickBooks or Xero. Request receipts, even on transactions already categorized, plus statements and documents.
Reporting
Build financial reports with valuable insights that AI can draft for you, and publish them to the client portal in one click.
Your logo on the portal and your own branded login page.
The Client Hub app for your clients and your team: tasks, messages and files on the go.
Request W-9s with a secure link, store them by vendor, and track 1099 totals all year, synced with QuickBooks.
Recurring jobs send monthly client tasks automatically. Auto-remind follows up every day until items are done.
Jobs and deadlines, client conversations, your email inbox, files and time tracking, all in one workspace.
Collect tax information, request documents, and get signatures in one place—with no separate tax add-on.
And what's better
✓ No per-client fees and no tax add-on
✓ A simple, delightful experience your clients will actually enjoy using
✓ A mobile app for your team, not just your clients
Once a firm moves to Client Hub, the team can't imagine going back to the old way. Month-end close shows why.
Review categories in one clear menu. Choose expense inconsistencies, missing payees, large transactions, or another check to focus on the details you need.
A focused report with room to read. Review balance sheets and profit and loss statements, with a clear “Run AI Analysis” action when you need a second look.
Act on missing information. Create client tasks from Books Review to collect missing receipts and supporting details.
One clear list of checks, one focused report, and client follow-up in the same place. That's how Client Hub feels across your whole practice.
Yes. Keeper rebranded to Double in October 2025.
Double charges per connected client. Client Hub charges per firm user, with unlimited clients. Use the calculator above to see your savings.
Client Hub covers month-end close, client questions, receipts, W-9s and 1099s, client financial reports and recurring requests, plus full practice management.
Our team moves your clients, contacts, document requests, recurring requests and templates, sets up your portal, and helps you invite your clients. We show your clients how to use Client Hub and follow up with those who need a hand.
Use Client Hub free through December 31, 2026. If you continue, billing starts January 1, 2027 at your plan's per-user price. Leave before then and you owe no subscription payment.
Every switch gets hands-on help from our onboarding team, and we want each one done well before tax season.
Yes. Client Hub has a two-way integration with Xero, as well as QuickBooks Online, including client questions on uncategorized transactions and financial reports.
You're choosing software for years, not months. Here's what Client Hub will always stand for.
Strong workflows for your firm that your staff and your clients find easy to use.
US-based support, staffed largely by people who've worked in accounting firms.
One price per user, with unlimited clients. No per-client fees and no setup costs.
Free through December 31, 2026. We handle the move and help your clients get started. Decide whether to continue before billing starts January 1, 2027.
Book Your Double Switch DemoLimited to 30 firms
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