ClientHub

ClientHub is built around the idea that slow client responses are a workflow problem, not a client problem. The portal is passwordless: clients receive a link, click through, and can upload documents, sign agreements, respond to requests, and pay invoices without creating an account or remembering a password. That one change tends to get faster responses than chasing the same clients over email.

On the firm side, workflow and task management ties directly to portal activity. When a client uploads a document or signs an engagement letter, the relevant task updates automatically. Every open job across all clients is visible in a single dashboard.

AI tools are included at every plan tier, not just the top one. Magic Workflow generates task lists from a job description. Magic Messages drafts the client-facing messages your team writes over and over throughout the week. Both cut the low-value administrative writing that accumulates in a busy practice.

ClientHub works with QuickBooks Online and Xero (Practice Manager Plus tier), Gmail, Outlook, Zapier, Anchor, and SignWell. Pricing starts at $49 per month for solo firms. Team plans start at $59 per user per month billed annually. A 14-day free trial is available. The platform is US-focused.