A Better All-in-One Client Portal

Select your client service firm:

So Much More than a traditional Client Portal
for Accounting and Bookkeeping Firms

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For Your Clients

Their one-stop-shop that is so much more than just file sharing: modern communication, simple tasks, self-serve resources, and more.

For Your Firm

Get more work done by streamlining all your client-facing workflows.

How it works

Client Hub is simple as 1, 2, 3

Sign Up

1. Sign up using your work email for Client Hub and invite your company staff.

Create Workspaces

2. Create an individual workspace for each client, invite client users and assign staff to work with this client workspace.

Use Workspaces

3. Clients access their workspace where they can exchange messages and files with your team and access apps and resources.

All-In-One

Client Portal Features

So Much More than a Traditional Client Portal, where professionals and clients have everything they need to collaborate and everyone is always on the same page.

Consolidate client communication. Everyone on your team always in the loop.
Gather outstanding items from clients and get workflow unblocked.
Give clients their accounting app stack in one place.
Give clients access to procedures, training, and more in one click.
Exchange and store files with bank-level security.
Instantly create Client Tasks to resolve uncategorized expenses.
Conversations
Client Tasks
Apps
Resources
Files
QB Integration
Are you ready?

Ready to Transform Your Client Experience?

Illustration of a staff and client interacting
Questions?

Frequently Asked Questions

Client Hub is priced per user in your client service firm, starting at just $35 per month. This fee is all-inclusive, as it includes unlimited workspaces, unlimited client users, and unlimited cloud file storage. You can start with just one firm user and there is no contract -- you can cancel without risk at any time.
There is a limit of 500MB per file, but there is no limit to the total storage in each workspace or across all workspaces in Client Hub.
We have many resources to help your firm fully adopt Client Hub:
  • Set up a “Success Plan Meeting” with our team and your staff where we will explore your goals with Client Hub and set up a plan for achieving them.
  • Use our knowledge base and blog articles to learn how to fully leverage the platform.
  • Leverage our world-class support team for any questions
We make it simple for you to onboard your clients on to Client Hub through:
  • Client Onboarding Game Plan -- accessed right in Client Hub.
  • Templates for client onboarding emails, presentations and videos.
  • Self-serve Resources that can be added to your client’s Client Hub workspace.
Client Hub has been serving client-services firms and their clients around the world since we were launched in 2018. There are several testimonials on this website, as well as profiles of firms using Client Hub in our blog. In addition, the AICPA and CPA.com selected Client Hub for their “startup accelerator” as a company “that can transform the profession”.
Security is of primary importance at Client Hub, and we run a highly secure cloud service that is described here. By leveraging Client Hub instead of sharing communication and files over email, firms are able to dramatically reduce the risks associated with attacks such as phishing and snooping inherent in email communication.
We offer a 14-day free trial of Client Hub. On the first day, spend a few minutes to learn the capabilities of the platform through our “test drive” where you can play both roles -- a firm user and a client user. Then, invite your initial clients so you get to fully experience the platform during the trial. We also invite you to set up a meeting with us where we can review your goals with Client Hub, and we can chart a path together to help you accomplish them.

We implemented Client Hub about 6 months ago and it was one of the best decisions we’ve made.

Totally Booked Logo
Kelly Gonsalves
Totally Booked
New York, NY

We recently acquired a new client because we use Client Hub! An existing client was so happy with Client Hub that she decided to show it off to a friend who also owns her own business.

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Angela Roberts
Main Accounting Services
Kennesaw, GA

We absolutely love being able to reach our construction clients on their phones while they are out and about.

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Monique Swanson
Automated Accounting Services
Merrimac, MA
Pricing

No Risk Trial.
No Credit Card Required.

14 Day Free Trial - Pro level.
Monthly Billing after Trial.
Cancel Anytime.

Standard
Monthly Plan
Complete modern client portal
$35 / first firm user
+
$20
/ additional firm user
No charge for client users
  • Unlimited clients
  • Unlimited client users
  • Track client tasks
  • Client communication
  • Client file sharing
  • Manage Internal files
  • Mobile app access
  • And much, much more …
Pro
Monthly Plan
+ Integrations to Add More Power
$45 / first firm user
+
$30
/ additional firm user
No charge for client users

14-Day Free Trial (Pro plan)

Choose Standard or Pro at end of trial