# Client Hub Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Client Hub Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more.

Source: https://www.capterra.com/p/180857/Client-Hub/pricing

---

# 

 Client Hub Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 20, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Client Hub

## What is Client Hub?

Client Hub is cloud-based accounting practice management software built for accounting and bookkeeping firms that need a better way to manage work and client communication. The centralized platform combines task management, workflow automation, client messaging, document sharing, and a secure client portal. Accounting teams use Client Hub to manage recurring jobs, assign internal tasks, and communicate with clients directly through the app. The system generates automatic client tasks, sends reminders when items are overdue, and keeps workflows moving without constant follow up. Organized internal and client facing file management and a modern client portal help firms reduce friction and scale by delivering a more responsive client experience. Client Hub integrates with QuickBooks Online and Xero, making sure you don't miss anything by turning uncategorized transactions into client tasks. The software also supports books review for faster month-end close, publishing financial reports.

## 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 40 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$49

Per User, Per Month

Free trial  
available

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## 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 (40)

VS.

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$49

Per User, Per Month

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (40)

Ease Of Use

4.5 (3,578)

Value For Money

4.6 (36)

Value For Money

4.6 (2,988)

Customer Service

4.9 (35)

Customer Service

4.6 (2,885)

## Client Hub alternatives

Highest Rated

[4.8 (259)](https://www.capterra.com/p/186837/Financial-Cents/reviews/)

Starting price

$19.00

Per User, Per Month

[4.7 (206)](https://www.capterra.com/p/156181/Karbon/reviews/)

Starting price

$59.00

Per User, Per Month

[4.6 (162)](https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews/)

Starting price

$15.00

Per User, Per Month

[4.6 (73)](https://www.capterra.com/p/10009476/Basil/reviews/)

Starting price

$30.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/180857/Client-Hub/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Task Management

4.7 (19)

68.42% of 19 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Client Portal

4.8 (16)

81.25% of 16 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

Due Date Tracking

4.9 (15)

66.67% of 15 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 Management

4.7 (14)

64.29% of 14 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Project Management

4.8 (9)

33.33% of 9 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

Client Hub 46 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

Track and manage schedules and meetings via an integrated calendar

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Manage, store and organize emails within the system or via third-party apps

Online portal where employees can access and track their own information

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Move files across different systems or networks

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Communicate using messages within the system

Access software remotely via mobile devices

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

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 (40)

4.7

Based on 40 reviews

## Pricing

Value for money

4.6 (36)

Free Trial

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 (36)

4.6

Based on 36 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 (35)

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 (35)

4.9

Based on 35 reviews

## User reviews

Overall rating

4.7

Based on 40 reviews

Filter by rating

5(29)

4(11)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EH

Elmer H.

CEO

Accounting

### "A True CRM"

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

July 1, 2025

I wish I had found this sooner, it would have saved 100s of hours each year. My clients love it, my team loves it, and it's the perfect CRM for my firm.

Pros

It's the first and only true CRM I've found in our 10 years of business. It does the job of at least three different programs. It keeps all your client information, communication, jobs, and files in one location, making our firm more efficient and proficient in providing our services.

Cons

The mobile app could benefit from additional functionality beyond its messaging capabilities. The ability to create jobs and upload files would be a considerable improvement for the mobile app.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

HubSpot CRM is not a CRM; it's a sales funnel. To obtain our required functionality, the price increased from $200 per year to $2,000 per month.

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.

[View all Reviews](https://www.capterra.com/p/180857/Client-Hub/reviews/)

Popular comparisons

[TaxDome vs Client Hub](https://www.capterra.com/compare/180857-186749/Client-Hub-vs-TaxDome) 

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