Client Hub
Practice management and client portal for accounting firms, with AI email and search tools
Introduction
Client Hub is practice management software and a client portal built for bookkeeping and outsourced accounting firms. It combines workflows, client tasks, secure messaging, document sharing and email management, with deep QuickBooks and Xero integration. AI features draft email replies, generate task details and search files and emails.
- Added on
- Nov 2, 2026
- Website
- clienthub.app
- Pricing model
- Free Trial
Product information
What is Client Hub?
Client Hub is an all-in-one practice management and client portal for accounting firms that centralizes communication, tasks and documents.
How to use Client Hub?
Connect your QuickBooks or Xero account, invite your team and clients, then manage workflows, share documents and communicate securely. AI features can help draft emails and set up tasks.
Core features of Client Hub
- Client portal
- Workflow management
- AI-powered tools
- QuickBooks and Xero integration
- Email and document management
- Client tasks and mobile app
Use cases of Client Hub
- 1Centralizing client communication
- 2Managing workflows and tasks
- 3Drafting email replies automatically
- 4Sharing files securely with clients
- 5Getting an overview of firm operations
Frequently asked questions about Client Hub
Who is Client Hub for?+
Bookkeeping firms, outsourced accounting firms, CFO services firms and accounting ProAdvisors.
Does Client Hub integrate with accounting software?+
Yes, with QuickBooks and Xero.
How does Client Hub use AI?+
To draft emails, generate workflows and search within files and emails.
Which category is Client Hub in?+
Client Hub is listed under AI Workflow Automation, AI Accounting.
Tags
ai accountingai email assistantai workflowClient Hub alternatives
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