Job and task management
Create structured jobs, assign owners and deadlines, pin items for quick action, and track recurring work so team responsibilities stay visible.
Client Hub
BeanspruchenClient Hub practice management and client portal software for accounting, bookkeeping, CPA, tax, and CAS firms. Centralize communication, tasks, documents, and workflows.
Accounting practice management with a client portal
Client Hub is practice management software for accounting and bookkeeping firms. It brings client communication, task management, document sharing, reporting, and integrations into a single workspace.
The product is aimed at firms that want to turn emails and client requests into trackable work items, keep deadlines visible, and support clients through a portal and mobile-friendly experience.
Core capabilities
Client portal and secure messaging
Give clients a shared workspace for requests, messages, file uploads, document sharing, and e-signatures instead of relying on back-and-forth email.
Workflow and deadline tracking
Manage recurring jobs, month-end close work, client requests, and deadlines in a way that keeps each step tied to an accountable owner.
AI-assisted communication and workflows
Use AI-based features to draft replies, generate tasks, create client requests, and support month-end close review workflows.
Accounting software integrations
Connect with QuickBooks Online and Xero for two-way sync and workflow actions tied to uncategorized or uncoded transactions and client responses.
Dashboards, reporting, and role-based access
Track outstanding and completed work, time versus budget, and team capacity while controlling what different users can see.
Common ways firms use Client Hub
Managing client follow-ups without scattered email
Turn incoming client messages and requests into trackable tasks so staff can see what is waiting, who owns it, and what still needs a response.
Running month-end close workflows
Use built-in workflows and accounting integrations to organize close tasks, review uncategorized transactions, and publish financial information to clients where supported.
Sharing documents and collecting signatures
Use the client portal and secure file sharing to request documents, exchange files, and collect e-signatures in one place.
Coordinating a bookkeeping or CAS team
Assign work across team members, monitor deadlines and status, and use dashboards to see bottlenecks and workload across the firm.
Connecting proposal approval to delivery
When used with Anchor integrations, an approved proposal can trigger client workspace setup and workflow template creation for delivery work.
Pros and Cons
Pros
- Combines practice management, client communication, and portal features in one product.
- Includes published pricing with monthly and annual billing options.
- Supports QuickBooks Online and Xero integrations.
- Offers AI-based assistance for messages, tasks, and workflow support.
- Publishes setup and onboarding support, including a guided trial path.
Cons
- Feature depth and exact automation scope vary by plan and are not fully detailed on the public pages.
- Some workflow and integration details are described broadly rather than exhaustively on the site.
FAQ
What kind of firms is Client Hub for?
The site positions Client Hub for bookkeeping, CPA, tax, accounting, and CAS firms that need practice management, client communication, and workflow tools.
Does Client Hub include a client portal?
Yes. The pricing and home pages both reference a client portal, along with secure messaging, file sharing, and client task workflows.
Which accounting platforms does it integrate with?
The site specifically highlights QuickBooks Online and Xero, and also mentions Zapier, email integrations, and Anchor-related workflow automation.
How is pricing structured?
Client Hub publishes per-user pricing with monthly and annual billing options. The pricing page also says all plans include unlimited clients, unlimited storage, AI-based features, support, training, and community access.
What does the trial look like?
The pricing page says the trial is guided rather than self-serve: after a demo, the team sets up the trial environment with a QBO or Xero connection, real client examples, and workflow templates matched to the firm.
Quick Facts
- Category
- Accounting practice management software
- Primary users
- Bookkeeping, CPA, tax, and CAS firms
- Core workflows
- Client communication, task management, document sharing, month-end close
- Integrations mentioned
- QuickBooks Online, Xero, Zapier, email, Anchor
- Pricing shape
- Published per-user plans with monthly and annual billing options
- Source domain
- clienthub.app