--- title: "Client Hub Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Client Hub Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more." source_url: "https://www.capterra.com/p/180857/Client-Hub/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Client Hub Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Client Hub ## What is Client Hub? Client Hub is cloud-based practice management software for accounting and bookkeeping firms, designed to organize operations and simplify client collaboration. It centralizes task management, workflow automation, client messaging, document sharing, and a secure client portal in one platform. Teams use Client Hub to manage recurring work, assign tasks, and collaborate with clients directly in the app. Automated workflows send client requests and reminders, keeping projects moving without constant follow-up. File management and a modern client portal reduce friction, improve turnaround times, and support a more responsive client experience. Client Hub integrates with tools like QuickBooks Online and Xero, helping firms streamline month-end close and publish reports directly to clients. By combining work management and communication in one system, Client Hub helps growing firms operate more efficiently while building long-term client relationships. ## What is Client Hub used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Collaboration](https://www.capterra.com/collaboration-software/)[Digital Workplace](https://www.capterra.com/digital-workplace-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $49 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Client Hub?[Manage this product listing](https://www.g2.com/products/client-hub/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Client Hub 4.7 (41) VS. [4.8 (273)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting Price $49 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (41) Ease Of Use 4.8 (3,630) Value For Money 4.6 (37) Value For Money 4.7 (3,039) Customer Service 4.9 (36) Customer Service 4.7 (2,936) ## Client Hub alternatives [4.7 (208)](https://www.capterra.com/p/156181/Karbon/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,630)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147972/Mango-Billing/) [Uku](https://www.capterra.com/p/197626/Uku/) [4.8 (80)](https://www.capterra.com/p/197626/Uku/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/197626/Uku/) [View all alternatives](https://www.capterra.com/p/180857/Client-Hub/alternatives/) ## FAQs about Client Hub Overview ### Which roles and teams benefit most from Client Hub? Client Hub is most used by owners, CEOs, presidents, and founders who oversee client operations, service delivery, and business administration. Accounting and finance professionals use it to manage tax work, documents, and client communications. Account managers, client services leaders, and operations managers rely on it to track requests, coordinate follow-ups, and maintain organized client relationships. Answer based on 41 reviews Overview ### What company size and industries is Client Hub built for? Client Hub is built for small accounting and bookkeeping firms, with 98% of reviewers from small businesses and 85% in accounting. It also has limited adoption in health, wellness and fitness and hospital and health care, at 2% each. Its primary use case is accounting practice management, reported by 51% of reviewers. Answer based on 41 reviews Features and Usability ### What are the key features of Client Hub? Client Hub includes core accounting support alongside task management, document management, and a client portal. Users can create and track tasks, organize files and paperwork in one place, and give clients access to job information and requests. Calendar management, reminders, and workflow management support ongoing client work. Answer based on 8 reviews Pricing ### How much does it cost and what fees or limitations are included? Client Hub starts at $49 per user per month on the Solopreneur plan, available with annual billing. The Practice Manager plan costs $79 per user per month, and Practice Manager Plus costs $99. A free trial is available, and reviewers often describe the pricing as fair value for small firms. Answer based on 6 reviews Integrations ### Which third-party tools and platforms does Client Hub integrate with? Client Hub connects natively to QuickBooks Online, Xero, Zapier, SignWell, and Anchor. Its catalog centers on accounting, document signing, and automation tools, with QuickBooks Online the most frequently mentioned integration. Answer based on 11 reviews Getting Started and Support ### What training and onboarding options does Client Hub offer? Client Hub provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and setup support. Answer based on 1 reviews Getting Started and Support ### What customer support options does Client Hub offer? Client Hub provides email/help desk support, FAQ/forum resources, a knowledge base, and chat. Users describe support as generally responsive and helpful, with chat questions usually answered and follow-up calls sometimes arranged. Some also note slower replies during peak times. Answer based on 3 reviews ## Features AI summary Based on 1,536 Tax Practice Management reviews Capterra data shows that buyers of accounting practice management software rank the following features as their top priorities: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Client Portal** (**59%**) Client Hub supports all three of the features reviewers rate most highly: **Workflow Management**, **Client Management**, and **Client Portal**. Together, these capabilities help accounting firms organize recurring work, keep client information in one place, and share documents and updates through a secure portal, allowing teams to improve visibility, maintain stronger client relationships, and keep work moving on schedule. Workflow Management 4.8 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Client Management 4.7 (15) 66.67% of 15 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Client Portal 4.8 (17) 82.35% of 17 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 4.9 (16) 68.75% of 16 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Task Management 4.8 (20) 70.00% of 20 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Due Date Tracking 4.9 (16) 68.75% of 16 reviewers that rated this feature as important or highly important Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Client Hub 46 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Portal: Online portal where employees can access and track their own information - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (41) 4.7 Based on 41 reviews ## Pricing Value for money 4.6 (37) Free Trial [View pricing plan details](https://www.capterra.com/p/180857/Client-Hub/pricing/) Solopreneur $49.00 Per User,Per Month It includes: - Workflow Management - Client Portal - QuickBooks And Xero Integrations - Magical AI-Based Superpowers Practice Manager $79.00 Per User,Per Month It includes: - Workflow Management - Client Portal - QuickBooks And Xero Integrations - Magical AI-Based Superpowers Practice Manager Plus $99.00 Per User,Per Month It includes: - QuickBooks Integration - Xero Integration Value for money 4.6 (37) 4.6 Based on 37 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ SignWell](https://www.capterra.com/p/184497/Docsketch/)[ Anchor](https://www.capterra.com/p/10038334/Anchor/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (36) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (36) 4.9 Based on 36 reviews ## User reviews Overall rating 4.7 Based on 41 reviews Filter by rating 5(30) 4(11) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CG Carrie G. CEO Accounting ### "Client Hub to the rescue!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2026 I run a solo bookkeeping practice, and I recently made the switch to Client Hub (and their billing partner, Anchor) after months of struggling with a SuiteDash. The difference has been night and day. It took hours, weeks, honestly months to get my previous system fully up and running. With Client Hub, I moved every single client over, files and everything, in a single workday. Probably not even a full one. Since switching, I've been able to smoothly send proposals, collect signatures and stored payment methods, set up all my services, and generate invoices without a hitch. Anchor's automated billing pipeline solved a real pain point for me: invoices that used to silently fail to go out because something broke behind the scenes. With Anchor, payment methods are captured upfront as part of the client agreement, so there's no gap for anything to fall through. I'll admit I miss some of the branding customization my old platform offered, but not nearly as much as I'm enjoying getting back the hours I used to spend every month troubleshooting instead of working with my clients. If you're a solo or small-firm practitioner on the fence, this platform is worth the switch. Pros Migrated all clients in a single workday, after months of struggle getting my previous platform fully set up. Anchor's billing automation captures payment methods upfront as part of the client agreement, closing the gap that used to let invoices silently fail to go out. Easy to send proposals, collect signatures, store payment methods, set up services, and generate invoices — all in one smooth flow. Encrypted in-app messaging keeps client communication secure and centralized. Clients don't need to log in to access their portal. Just a secure link, which makes it easier for less tech-savvy clients. The mobile app is a game-changer! My old platform didn't have one, and now clients can quickly snap and upload a receipt on the go instead of it getting lost or forgotten. Native QuickBooks Online integration streamlines syncing. Support felt responsive and human during onboarding, not just self-serve docs. Cons I miss some of the branding and customization options my previous platform offered. However, I can still upload my logo and change the color theme to match my business which is honestly good enough. I certainly cannot compare the lack of branding options to the ease of use and peace of mind I'm getting from Client Hub. Switched from [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) SuiteDash took months to get fully set up, and I kept running into unreliable file-sharing permissions that caused ongoing troubleshooting. The final straw was billing breaking silently during a forced Stripe migration. Client invoices just stopped going out for over a month without any warning, which cost me real revenue and put me in the awkward position of chasing down overdue payments through no fault of my clients. I needed a platform where the fundamentals just worked without hours of monthly troubleshooting. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Kei M. Client Services Manager Accounting ### "Thanks Client Hub!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 27, 2025 We have had a great experience with the Client Hub tool and team! The transition process was relatively smooth and getting our clients active in the tool was easy. I think they appreciate that everything is in one place and that our full team can see requests and inquiries and respond. IT has also assisted our team by making so that we can see the full client work and communication history. Pros I like that it provides a clear and easy path for us to work directly with our clients in terms of sharing documents and communicating. Everything in one place! Cons I think the timing tool could allow us to summarize/total the data based on client or team member not just give the item-by-item breakdown Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) [Liscio](https://www.capterra.com/p/180297/Liscio/) The cost and ease of use for our team and clients Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Tax Strategist Accounting ### "Great workflow and communication tool with the clients. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 27, 2025 Overall, it's what I was looking for. I needed a workflow management which allows me to communicate with a client via chat, can track all of our client projects and be able to add clients quickly within it. I like that we can share documents securely and quickly. Great value for cost as others are becoming even more expense year over year. Pros We are able to interact with the client in a cleaner fashion. Jobs are easy to use and set up. Being able to create job templates to use from one client to another is great. We have some customization within each client but having the template makes it easy to set up and move forward quickly with. Within the job, we are able to set due dates for parts of the projects, i.e. on a tax return job, the yearend bookkeeping due date can be set for January while the overall due date of the project is March 15. We can also communicate internally about projects with comments on the jobs. This helps track what month we are having any issues in. The QBO integration is great for those clients we don't know their business as much as others. Cons If you close one job that is reoccurring for the client to upload their next set of requested documents, and complete the job again, it creates the next set of jobs in the sequence over again. No ability to do an organizer type of request from the client. I have other tools to do this with for taxes and other requests, but this would be helpful for those other requests. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) They system wasn't working properly, and we needed to have a system which would actually allow us to work with our clients in a specific price range. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [Kount](https://www.capterra.com/p/226974/Kount/) [Karbon](https://www.capterra.com/p/156181/Karbon/) Reasons for choosing Client Hub Price was the biggest reason as the others were significantly higher. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NG Nomer G. Bookkeeper Accounting ### "“A Solid Tool for Client Collaboration with Room to Improve”" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2025 Overall, Client Hub has been a reliable solution for streamlining client communication and internal collaboration. It bridges the gap between firm and client effectively, which saves time and minimizes confusion. For teams that need a simple, client-friendly portal without overwhelming complexity, it delivers strong value for money. With some improvements in project management depth and reporting, it could easily compete with larger platforms. Pros Client Hub makes it easy to centralize communication with clients, cutting down on endless email threads. The layout is straightforward, so both team members and clients can pick it up quickly without much training. For the price, it offers good value—especially for small to mid-sized firms that need a shared space for tasks and file sharing. Team collaboration is strong; assigning tasks and tracking progress keeps everyone aligned. From the client’s perspective, it simplifies document requests and makes it easier to see what’s outstanding, which helps reduce back-and-forth. Cons While the platform covers the essentials, some of the project management features feel a bit basic compared to more advanced tools. It does what’s needed but lacks depth for more complex workflows. Customer support is generally responsive, though occasionally slower during peak times. A few integrations could be smoother, and reporting capabilities are somewhat limited, which may leave power users wanting more insight. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CK Candice K. Director of Operation and Sales Accounting ### "Improvements and suggestions are always heard" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2025 \[sensitive content hidden\] and the rest of the team are always very responsive. They take our suggestions and issues with swift response time, always upgrading the system to improve upon our suggestions. Pros We love the ease of use for communication with our clients. The availability of the app really helps to increase the response time from the clients. Cons I would like the ability to change the frequency with which the clients are reminded to complete a task. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reasons for choosing Client Hub The cost was lower than the others, as well as both mentioned products are geared solely towards accounting firms, and not easily adapted to add in the law side. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DW Dominique W. Manager Accounting ### "Client Hub " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2025 So far is has been a great tool for organizing client work. I like having jobs and tasks and being able to track progress and house details in one system. Pros Very user friendly and great support. Easy to setup clients, jobs and task and to link to websites specific to each client. Cons Have not found any yet. I will begin inviting clients soon and will see how that side of the product works. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SB Shanofar B. Staff Accountant Outsourcing/Offshoring ### "My Work Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 25, 2025 Pros Actual work hours identify for each job. Summary notes and attachment of each job received at the same moment in the job summary. Cons Job task, Email conversation, Inbox documents differentiate from the firm or client. The easily understand client workplace. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RM Ryan M. Owner Accounting ### "Highly recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 24, 2025 Very easy to use, clients like it. I know there is some functionality I am not capitalizing on yet . Pros Nice looking client portal, easy way to communicate with clients. I like how frequently I am updated on activity in the portal. Cons IOS app can use a few tweaks to get on par with the desktop site. Some functionality isnt the same but I know improvements are constant. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JS Jessica S. Owner Accounting ### "Great Tool, Still Improving Regularly" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 23, 2025 Overall, our experience with Client Hub has been very good. It has streamlined communication, cut down on email chains, and given both our team and our clients a clear and simple way to stay on top of tasks. The platform is intuitive and easy to use, which has improved engagement and reduced missed deadlines. Pros It streamlines communication with clients, keeps everything organized in one place, and has significantly reduced the back-and-forth emails. The intuitive design makes it easy for both our team and our clients to use, and the time we’ve saved has allowed us to focus more on delivering value. I highly recommend it to any firm looking for an efficient, client-friendly solution Cons What I like least about Client Hub is the way workflows are structured. Right now, you can’t have multiple workflows with different deadlines open at the same time. To move forward, you have to mark a workflow complete even when some tasks aren’t finished, just to see the next instance. This can be tricky when there are tasks lingering from a prior month that still need attention, but you also need to get started on the current month’s workflow. Having more flexibility to manage overlapping workflows would make the platform even more powerful. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Client Engagement, We were looking for more features Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reasons for choosing Client Hub The Client Engagement feature and the cost was better value since you charge per accountant/user and not per client. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AH Allasia H. President, Advisor Accounting ### "Highly recommend Client Hub for bookkeeping & accounting firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2025 Absolutely amazing. I recommend them to everyone I can. Anytime I have questions, the support has always been quick and efficient. Pros My favorite part about Client Hub is the workflow automation. It saves me so much time and it is very easy to use. Cons My least favorite part about Client Hub is I wish there was a more optimized task dashboard. It would be nice if the list would update the list without needing to refresh which then makes me re-sort and filter the tasks. Reasons for choosing Client Hub The advanced capabilities and integrations Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/180857/Client-Hub/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [TaxDome vs Client Hub](https://www.capterra.com/compare/180857-186749/Client-Hub-vs-TaxDome)