--- description: Review of Client Hub Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Client Hub | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Accounting Practice Management Software](/directory/4334/accounting-practice-management/software) > [Client Hub](/software/462149/Client-Hub) # Client Hub Canonical: https://www.softwareadvice.com.au/software/462149/Client-Hub Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/462149/Client-Hub?page=2) > Client Hub is accounting practice management software designed to help accounting and bookkeeping firms manage daily work with more consistency and fewer bottlenecks. The cloud based platform provides a centralized environment where teams can coordinate tasks, communicate with clients, and manage documents without relying on fragmented tools. Rather than tracking work across email threads and disconnected systems, Client Hub gives you a clear operational view of client work. You can organize responsibilities by client and service type, monitor progress across engagements, and quickly identify items that are stalled due to missing information. This visibility helps teams stay aligned, reduce rework, and maintain predictable workflows. Client Hub also simplifies client interaction. Requests for information, questions, and file uploads are delivered through a secure client portal and mobile app, giving clients a clear and consistent way to respond. Because communication is tied directly to the related work, conversations remain easy to follow and less likely to be missed, improving response times and overall client experience. Document handling is built directly into the workflow. Files are collected and stored in one system with structured internal and client facing organization, reducing time spent searching for information and supporting cleaner handoffs between team members. The platform integrates with QuickBooks Online and Xero to support accounting workflows by identifying uncategorized transactions and prompting follow up through structured client requests. This connection helps firms act on accounting data faster and keep work moving without unnecessary delays. Core capabilities include tools to organize and monitor client work across multiple engagements, workflow support for repeat services and ongoing accounting responsibilities, client messaging that stays connected to tasks and related documents, secure client access through a web portal and mobile app, automated prompts that remind clients when action is required, centralized document collection with clear internal and client access controls, QuickBooks Online connectivity to surface missing or unclear transactions and built in methods for converting accounting activity into client follow up > > Verdict: Rated **4.7/5** by 40 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 40 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Client Hub - **Founded**: 2017 ## Commercial Context - **Starting Price**: USD 49.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Client Hub emphasizes cost savings compared to competitors, claiming an average 40% reduction in software spend. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, Singapore, United Kingdom, United States ## Features - Accounting - Accounting Integration - Activity/News Feed - Alerts/Notifications - Audit Trail - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Configurable Workflow - Contact Management - Customisable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Document Templates - Due Date Tracking ## Integrations (5 total) - Anchor - QuickBooks Online - SignWell - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software) ## Related Categories - [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software) - [Digital Workplace Software](https://www.softwareadvice.com.au/directory/4667/digital-workplace/software) - [Collaboration Software](https://www.softwareadvice.com.au/directory/4138/collaboration/software) ## Reviews ### "An Amazing Demo" — 5.0/5 > **John** | *27 January 2023* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I had the pleasure of meeting via Zoom with \[sensitive content hidden\], Strategic Account Executive at Client Hub. I'm extremely frustrated with our firm's inability to accurately track assignments and this software seems like a good fit. I have looked at a number of other software 'solutions' previously and quite frankly I haven't fully understood/comprehended the actual functionality of the software. Instead, it was more of a sales pitch on how great the software is. \[sensitive content hidden\] of Client Hub did an amazing job at showing me all of the capabilities and demonstrating what the software can do...in layman's terms how this could help my company. I never felt like I was being 'sold' or 'marketed.' Instead it was, 'here's how we can help.' Thank you \[sensitive content hidden\] for doing such an amazing job\!\! > > **Cons**: One thing I'm not sure it can do...which is only a minor issue for what we want, is the fact that I don't believe we can print directly from our tax software (Lacerte) into a .pdf in Client Hub. ----- ### "Client Hub is what I have been looking for\!" — 5.0/5 > **Patty** | *23 August 2023* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It is easy to implement, and basically replaced 2 Glass boards, 2 White Board Calendars, 1 Pocket Chart, and two regular Calendars. Yep, I had a whole corner of my Office with all that Planning Paraphernalia going on\! Once I understood how easy it was, I took off, put Clients in, started Templates, and was ready to run\! It tracks where you are at, and is a nice font to read, very clean looking screens. By the way, the Templates are wonderful; you can customize any way you want them to be, and add new ones very easily. I also learned that I didn't want to do Client Invoicing out of any Project Management; I already have QB for that, so I no longer muddy the waters. I use Client Hub to organize what is happening on a Daily Basis in my business, and to communicate with Clients far easier than before. If I have certain things that require a Timer, I just click it on, keep the Time, and print out a report, and I am good to go. I like that I know in detail everything a Client is being billed for; it is easy to add Notes in Client Hub. > > **Cons**: I had to get used to Chat Support; they are responsive to questions, and do get back to you. I've learned that if I had a problem with something, Support would set up a time to call me. I think the main thing about Client Hub is that you can over think it, if you've come from harder to set up Apps previously. Once I realized it was much simpler to work with, I just took off with it. > > Client Hub has been a great investment for my Business, and excellent Choice\! I tried 4 other PM Apps, and finally found Client Hub. I no longer struggle with multiple boards and calendars to keep things going. I also like the fonts they use, and how the different screens are clear cut, crisp, and easy on the eyes. Once I committed to putting everything in Client Hub, it was literally a relief. I also like the reminder that you are past your due date on something; makes you sit up and take notice\! The people at Client Hub Support are great to work with too\! ----- ### "Great platform in the making" — 4.0/5 > **Aaron** | *1 August 2022* | Accounting | Recommendation rating: 6.0/10 > > **Pros**: The integration with QBO has been great for us. It is a secure platform to communicate sensitive information, which is needed when dealing with money. Along with creating a new mode of communication between our firm and our clients. It protects them and us. > > **Cons**: There are several bugs it seems but I know that this is an up and coming software and things seem to be improving everyday. > > Communication and transactional questions is the biggest thing here for us. ----- ### "Glad I am using it and made the change. Like all apps, improvements and advancements are needed." — 4.0/5 > **Robyn** | *15 July 2022* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: I love the workflow for both my firm and creating client tasks. I also enjoy that my client can send me files in the same app as well as communicate with me. It is worth the price. > > **Cons**: I don't like how my clients can't move files around within folders or make changes. Yes, I understand the security of the restrictions, but I would like to give certain clients these options as it results in me doing less work when a client is willing to be organized. I also find the mobile app to be limiting. It would be nice for the app to also have file sharing besides sending one file at a time and for the client to access the client tasks. I have a lot of clients that use their cell phones on the go. > > My overall experience has been great. The recurring client tasks has benefit my clients the most and has helped me not worrying about having to send each client an e-mail for information or reminding clients to file their own GST/HST Return. I love the workflow to keep both myself and my clients organized. ----- ### "The value of Client Hub for our company" — 5.0/5 > **Gayle** | *31 July 2020* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: The product has been a game changer for my company. We have transparency company wide for all communications. The client can send communications from their phone or the website. We can customize the dashboard for the needs of each client with links to reports, scheduling functions, FAQs. It's awesome. All with bank level security. > > **Cons**: The program can be slow to load. It does not integrate with other programs, including Zapier. I have gmail. For some reason I get notifications in my Primary, Updates and Promotions folders. > > Overall, as I said it's a game changer. My inbox has gone down DRAMATICALLY. Clients do not lose our communications in emails. On-boarding new clients is super easy from the get go because our communications are not lost in email hell. Support at times needs to be pushed to get stuff fixed. They do a pretty good 24 hours turn around. The \[SENSITIVE CONTENT HIDDEN\] is still very involved with the company. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/462149/Client-Hub?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/462149/Client-Hub) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data