Client Hub

software

★★★★★4.2(141 reviews)

About

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.

practice management accounting client portal workflow automation bookkeeping QuickBooks integration

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

QuickBooks OnlineXeroZapierAnchorGmailOutlook

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Details

HeadquartersUSA

Typesoftware

Pricing

Model

subscription

Platforms

web

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