Freedom251 › Customer Portal Software
Client Hub
What Client Hub is
Client Hub is accounting practice management software that turns client communications into trackable work and supports processes such as month-end close. Teams can create structured jobs with checklists, owners, deadlines, statuses, and recurring workflows. Each client has a workspace for files, requests, and communication with the firm. AI tools can draft replies, summarize email threads, create workflows and tasks, and surface report insights. Integrations include QuickBooks Online and Xero, with transaction workflows and two-way syncing, plus Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier. Web, iOS, and Android access is available. Mobile apps support messaging, tasks, documents, and real-time notifications, but show only the 20 most recent documents; older files are available on the web. The company says data is encrypted in transit and at rest, backed up daily, and hosted using Google Cloud Platform and AWS. Pricing starts at $49/user/mo (annual), and a 14-day trial is offered; there is no free plan. Plans charge per firm user, not per client, and include unlimited clients and storage.
Who it suits
Client Hub is intended for bookkeeping, CPA, tax, and CAS firms, as well as outsourced or fractional finance practices. Its workflows and client workspaces may also suit hybrid or remote teams.
What it does well
- Jobs include checklists, owners, deadlines, and statuses
- Client workspaces support files and requests
- QuickBooks Online and Xero offer two-way syncing
- Mobile apps provide real-time notifications
- Plans include unlimited clients and storage
What to know first
- No free plan
- Starts at $49/user/mo (annual)
- Mobile apps show only 20 recent documents
Limits
The lowest priced listed plan is Solopreneur at $49 a month, billed annually, and is limited to solo user firms with a single user. Mobile apps display the 20 most recent documents; older documents are accessed on the web.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solopreneur | Annual Billing; available only on annual billing · single user · limited to solo user firms · all features included | $49 a month |
| Practice Manager | Monthly Billing · per firm user · includes QuickBooks and Xero integrations · unlimited clients | $99 a month |
As clienthub.app lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Client Hub website.
- Choose a plan or begin the 14-day trial.
- Use the web app, or access the service through its iOS or Android app.
- Create jobs with checklists, owners, deadlines, statuses, or recurring workflows.
- Set up client workspaces for file uploads, requests, and communication.
Verdict
Client Hub combines client communication, task workflows, and accounting integrations for finance practices. Check the per-user pricing and mobile document limit against how your team works.
Questions
Is Client Hub free?
No free plan is available. Client Hub offers a 14-day trial.
How much does Client Hub cost?
Solopreneur costs $49 a month with annual billing and is available only on annual billing. Practice Manager costs $99 a month with monthly billing.
Which platforms does Client Hub support?
Client Hub is available on the web, iOS, and Android.
Which accounting integrations are available?
Client Hub integrates with QuickBooks Online and Xero, including transaction workflows and two-way syncing.
What other integrations does it offer?
It integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier. The page says Zapier connects to over 5,000 applications.
Who founded Client Hub?
Client Hub started in 2017, and its about page identifies Judie McCarthy as a co-founder.
Facts from Client Hub's own pages
- Accounting integrations
- Client Hub offers integrations with QuickBooks Online and Xero, including transaction workflows and two-way syncing. · clienthub.app, 4 Oct 2026
- AI features
- Its AI can draft replies, summarize email threads, generate workflows and client tasks, and surface insights from reports. · clienthub.app, 4 Oct 2026
- Client portal
- Each client gets a workspace to upload files, answer requests, and communicate with the firm. · clienthub.app, 4 Oct 2026
- Company origin
- The about page says Client Hub started in 2017 and identifies Judie McCarthy as co-founder. · clienthub.app, 4 Oct 2026
- Founded
- 2017 · clienthub.app, 28 Sept 2026
- Headquarters
- Ocala, Florida, United States · clienthub.app, 28 Sept 2026
- 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. · clienthub.app, 4 Oct 2026
- 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. · clienthub.app, 4 Oct 2026
- Other integrations
- The platform integrates with Anchor, Gmail, Microsoft Outlook, SignWell, and Zapier, which the page says connects to over 5,000 applications. · clienthub.app, 4 Oct 2026
- Pricing limits
- Pricing is per firm user rather than per client, and all plans include unlimited clients and unlimited storage. · clienthub.app, 4 Oct 2026
- Privacy
- Client Hub says it acts as a data processor, does not sell personal information, and lets customers retain ownership of their data. · clienthub.app, 4 Oct 2026
- Purpose
- Client Hub is accounting practice management software that turns client communications into trackable actions and supports workflows such as month-end close. · clienthub.app, 4 Oct 2026
- Security
- Client Hub says data is encrypted in transit and at rest, hosted using Google Cloud Platform and AWS, and backed up daily. · clienthub.app, 4 Oct 2026
- Security controls
- The security page describes SMS two-factor authentication, role-based access, monitored sessions, and limited employee access to production data. · clienthub.app, 4 Oct 2026
- Support
- The company says support comes from U.S.-based staff familiar with accounting firms, and subscriptions include onboarding and support. · clienthub.app, 4 Oct 2026
- Workflow management
- Teams can create structured jobs with checklists, task owners, deadlines, statuses, and recurring workflows. · clienthub.app, 4 Oct 2026
Where Client Hub stands on Freedom251
- Customer Portal Software#13 of 31