Client Hub
Practice management and a client portal for bookkeeping and CPA firms, with QuickBooks Online and Xero tasks that write back.
- Starting price
- $49/user/mo annual (solo); teams from $59
- Pricing
- Paid
- Works with
- QuickBooks Online, Xero
- Pricing checked
- October 12, 2026
Our take
- Best for
- Bookkeeping and CAS firms that lose days chasing transaction explanations and documents, and want that chase in a portal tied to QuickBooks Online or Xero.
- Not ideal if
- A tax practice that needs organizers and return assembly, or a firm that wants the close performed inside the ledger rather than in a task list.
- Standout
- Uncategorized QuickBooks Online expenses and checks become client tasks, and the answer plus the receipt can write back without a spreadsheet.
About Client Hub
Client Hub is practice management for a US bookkeeping or CPA firm. Staff run jobs, deadlines, and messages in one workspace, and can turn Gmail or Microsoft 365 email into a task. Each client gets a portal, including the iOS and Android app, to upload files, answer requests, and sign. Uncategorized QuickBooks Online expenses and checks show up as tasks. When the client adds a category, a description, or a receipt, you can push that back to QuickBooks Online. Deposits are different: the client answers, then you open the transaction in QuickBooks to finish it. Xero Spend Money lines can become tasks too, and approved updates post back.
It does not replace QuickBooks Online or Xero. The books stay there. Double is the close workspace that lives on the connected file. TaxDome is the broader system when the firm also needs tax organizers and a full practice suite. Dext is receipt capture into the ledger. Client Hub is the chase: who owes a document, which transaction is still open, and which job is late. Books Review flags missing payees, missing receipts, large transactions, and odd changes on the profit and loss, then turns the fix into a client task.
Firms keep it when client questions used to die in a personal inbox. Recurring jobs and Autopilot reminders ask for documents before the work starts, and the whole team can see the reply. Clients with more than one company use one login. You still code, reconcile, and lock the period in QuickBooks Online or Xero.
Pricing
Solopreneur is $49 per user per month, annual only, for one user. Practice Manager is $59 per user per month billed annually, or $79 month-to-month. The plus card ('+ QuickBooks and Xero Integrations') is $79 annually or $99 month-to-month. Every card prints the same features, and the FAQ says there are no add-ons, so confirm whether ledger sync is on the $59 plan. Unlimited clients and storage are included. The trial is 14 days after a demo. Concierge onboarding is an unpublished extra fee. Five staff at $59 annually is $295 a month before that question is answered.
Solopreneur
One-person firms only. The monthly billing toggle says this plan is annual-only. The card says all features are included.
- Unlimited clients and unlimited file storage
- Workflow, dashboards, time on jobs, email sync
- Portal: tasks, messaging, files, e-sign, mobile app
- Card also lists QuickBooks and Xero books tools
- Guided 14-day trial after a demo
Practice Manager
Team plan for practice management and the client portal. The monthly toggle shows $79 per user per month.
- Unlimited clients. Priced per firm user, not per client
- Same feature list printed on the Solopreneur card
- Month-to-month price shown as $79 per user
- Seat changes on an annual plan are prorated
- Training and support included. Concierge onboarding is extra
Practice Manager +
The pricing page uses a plus icon and the line '+ QuickBooks and Xero Integrations.' It does not spell the word Plus. Month-to-month shows $99 per user.
- Month-to-month price shown as $99 per user
- Card lists QBO uncategorized lines, Books Review, 1099 Manager
- Card lists Xero transactions, Books Review, receipt sync
- FAQ also says every plan includes all features, with no add-ons
How it hits your books
- Replaces your ledger
- No
- QuickBooks Online
- Yes
- Xero
- Yes
- Multi-entity
- Partial
- 1099s
- Partial
- Payroll
- No
Staff still reconcile and lock the period in QuickBooks Online or Xero. Client Hub pulls open lines into the portal, flags Books Review issues, and writes expense and check updates back. Deposit cleanup stays a click into QuickBooks.
This is the firm's workspace, not a package you export to an outside CPA. Clients never get a login to the ledger. What you can hand off is the portal thread, the receipt on the transaction, and the reports Client Hub builds from live QuickBooks data.
Features
- Client tasks from open ledger lines
- Expense and Check transactions in QuickBooks Online become client tasks. The client picks context, adds a description that maps to the memo, and uploads a receipt. You review and close the task to push updates and the attachment back. Deposit tasks are one-way: after the client answers, you use Go to QuickBooks to finish the transaction yourself.
- Books Review before month-end
- Books Review looks back 12 months and flags expense inconsistencies, purchases without payees, postings to parent accounts, large transactions over a threshold you set, missing attachments, and new accounts, vendors, and customers. AI Analysis compares the balance sheet and profit and loss to the prior period. One click turns a missing receipt into a client task.
- W-9 requests from QuickBooks vendors
- 1099 Manager pulls vendor, payment, and tax ID data from QuickBooks. You send a secure upload link for the W-9. When the vendor submits it, updated tax IDs sync back to QuickBooks. That covers W-9 collection and a tax ID sync, not 1099 e-file.
- Jobs, inbox, and Autopilot reminders
- Create jobs with an owner, a deadline, and a checklist, including recurring work. Connect Gmail or Microsoft 365 and turn an email into a job the team can see. Autopilot requests documents a set number of days before the work starts and reminds the client if they go quiet. Magic tools draft replies, client tasks, and a monthly books-review pass.
- Portal, phone app, and e-sign
- Clients upload files, answer requests, and message from the browser or the Client Hub iOS and Android app. They create a login once and stay signed in if they have used it in the last 30 days. eSignature runs through SignWell at no extra fee. Internal firm folders stay off the client view. Role controls can limit a staffer to certain clients or jobs.
- Anchor proposals that open a job
- When a client accepts a proposal in Anchor, Client Hub can create the workspace, the folder structure, and the job templates mapped to the services on that proposal. Other apps connect through Zapier. The integrations page names Ignition and Google Sheets as examples for importing a client list.
Images
Integrations
Platforms
Audience
Pick something else instead of Client Hub
Double
Pick Double instead if the work is the close itself on QuickBooks Online or Xero, billed per client, and the portal is only there to answer questions on that close.
TaxDome
Pick TaxDome instead if the firm needs tax organizers, return delivery, and a full practice suite, not a bookkeeping portal with a books-review pass.
Dext
Pick Dext instead if the only gap is receipt capture into the ledger and you do not need jobs, client messaging, or a firm portal.
Ready to try Client Hub?
Check the live pricing page before you sign up. Plans change.