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Practice management and workflow

ClientHub

Client portal and workflow management for accounting and bookkeeping firms.

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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 checked
2026-08-15

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

TierPriceBillingFeatures
Solopreneur$49Per month, billed annually, single user onlyFull platform access including workflow, client portal, messaging, file sharing, e-signatures, and time tracking for a solo firm.
Practice Manager$59Per user per month, billed annuallyEverything in Solopreneur plus multi-user team features and expanded capacity.
Practice Manager Plus$79Per user per month, billed annuallyEverything in Practice Manager plus QuickBooks Online and Xero integrations.
Full ClientHub pricing breakdown, with plan-by-plan sources

Compare ClientHub head to head

Side by side on pricing, integrations and fit, from the same checked records as this page.

Frequently asked questions

What is ClientHub?
ClientHub is a cloud-based client portal and workflow platform for solo and small US accounting firms. It combines passwordless client access with AI-assisted message drafting and task-list generation across every plan tier.
How much does ClientHub cost?
ClientHub starts at $49 per month for the Solopreneur plan (single user). The Practice Manager plan is $59 per user per month and the Practice Manager Plus plan is $79 per user per month, both billed annually. A 14-day free trial is available.
What does ClientHub work with?
ClientHub connects to QuickBooks Online and Xero (on the Practice Manager Plus tier), Gmail, Outlook, Zapier, SignWell for e-signatures, and Anchor. The QuickBooks and Xero integrations require the top-tier plan.
Is ClientHub available outside the United States?
No. ClientHub is US-only. Firms with clients outside the United States would need a different client portal solution.
What AI features does ClientHub include?
ClientHub includes Magic Workflow, which generates task lists from a job description, and Magic Messages, which drafts client-facing messages. Both AI features are included at every plan tier, not just the top one.
Is ClientHub similar to Financial Cents?
Both serve US bookkeeping and accounting firms but center on different jobs. ClientHub focuses on a passwordless client portal with AI-drafted messages and task lists, while Financial Cents centers on broader practice management workflow, including billing, proposals, and time tracking, alongside its own client portal.
Does ClientHub offer a free trial?
Yes. The Solopreneur plan, priced at 49 USD per month billed annually, comes with a 14-day free trial. Practice Manager and Practice Manager Plus, the multi-user tiers, are priced per user per month on the same annual billing structure for larger teams.

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