Client Hub
softwareAbout
Modern accounting practice management and client portal software with task management, workflow automation, AI-powered job creation, and deep QuickBooks integration.
Overview
Modern practice management platform with standout QuickBooks integration and AI-powered workflow creation for accounting firms.
Pros
- +Deep two-way QuickBooks Online sync built in
- +AI-powered job template and workflow creation
- +Unlimited client access with no per-client charges
- +Firms save average 40% on software costs when switching
- +AI email triage and reply drafting
Cons
- -Relatively high per-user pricing at $69-79/month
- -Smaller ecosystem of integrations compared to larger platforms
- -Newer platform with less market presence
Integrations
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Details
Pricing
Model
subscription
Platforms
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