ClientHub
Client portal and workflow management for accounting and bookkeeping firms.
Overview
ClientHub is a cloud-based client portal and workflow platform for solo and small US accounting firms that combines passwordless client access with AI-assisted message drafting and task-list generation. 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.
Key facts
- Starting price
- $49 per month
- Pricing model
- Per user
- Free trial
- Yes
- Free tier
- No
- Deployment
- Cloud, Mobile
- Geography
- US
- Founded
- 2017
- Support
- Chat, Email, Knowledge Base
- Languages
- English
- Works with
- Quickbooks, Xero, Gmail, Outlook, Zapier, Signwell, Anchor
- Last verified
- 2026-05-01
Pros and Cons
Pros
- Solo and small US firms that want passwordless client portal access without account-creation friction.
- Practices that want AI-assisted message drafting and task-list generation included on every plan.
- Firms on QuickBooks Online or Xero that need an integrated portal. The Plus tier connects both.
Cons
- Firms with clients outside the United States. ClientHub is US-only.
- Mid-sized practices that need deep tax-organizer or e-signature workflow. ClientHub focuses on portal and chasing.
- Solo firms that want to test before paying. The Solopreneur tier is $49 per month with a 14-day trial.
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Solopreneur | $49 | Per month, billed annually, single user only | Full platform access including workflow, client portal, messaging, file sharing, e-signatures, and time tracking for a solo firm. |
| Practice Manager | $59 | Per user per month, billed annually | Everything in Solopreneur plus multi-user team features and expanded capacity. |
| Practice Manager Plus | $79 | Per user per month, billed annually | Everything in Practice Manager plus QuickBooks Online and Xero integrations. |
Frequently asked questions
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User reviews
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Last verified 2026-05-01. Pricing and features come from vendor-published specs. See our methodology.