No. 8 of 31 ·Customer Portal Software

Client Hub

Name: Client Hub
Price: 49 USD

Web · Android · iPhone · paid plans from $49/mo

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Freedom report

Two barsScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Client Hub is ranked #8 of 31 in customer portal software on Freedom251. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Client Hub plans and pricing

All plans

Solopreneur $49/mo Annual Billing; available only on annual billing single user · limited to solo user firms · all features included clienthub.app · 4 Oct 2026

Practice Manager $99/mo Monthly Billing per firm user · includes QuickBooks and Xero integrations · unlimited clients clienthub.app · 4 Oct 2026

Compared on customer portal software

Free plan: No
Request intake: Yes
Work tracking: Yes
File sharing: Yes
Custom domain: Yes

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The record

Purpose: Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close.
Workflow management: Teams can create structured jobs with checklists, task owners, deadlines, statuses, and recurring workflows.
Client portal: Each client gets a workspace to upload files, answer requests, and communicate with the firm.
AI features: Its AI can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports.
Accounting integrations: Client Hub offers integrations with QuickBooks Online and Xero, including transaction workflows and two-way syncing.
Other integrations: The platform integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which the page says connects to over 5,000 applications.
Mobile app: The iOS and Android apps support messaging, task completion, document handling, and real-time notifications; the app shows the 20 most recent documents, with older files accessed on the web version.
Security: Client Hub says data is encrypted in transit and at rest, hosted using Google Cloud Platform and AWS, and backed up daily.
Security controls: The security page describes SMS two-factor authentication, role-based access, monitored sessions, and limited employee access to production data.
Privacy: Client Hub says it acts as a data processor, does not sell personal information, and lets customers retain ownership of their data.
Support: The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support.
Pricing limits: Pricing is per firm user rather than per client, and all plans include unlimited clients and unlimited storage.
Intended users: The product is presented for bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices and hybrid or remote teams.
Company origin: The about page says Client Hub started in 2017 and identifies Judie McCarthy as co-founder.
Price from: $49/mo

Where it ranks on Freedom251

Best Customer Portal Software in 2026#8 of 31

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Sources

clienthub.app· checked 4 Oct 2026
clienthub.app/your-firm-on-ai· checked 4 Oct 2026
clienthub.app/integrations· checked 4 Oct 2026
clienthub.app/mobile-app-for-accounting-firms· checked 4 Oct 2026
clienthub.app/data-security-for-accounting-practices· checked 4 Oct 2026
clienthub.app/about-us· checked 4 Oct 2026
clienthub.app/pricing· checked 4 Oct 2026