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Digital Workplace Software

Client Hub

Client communication and task portal for accounting and bookkeeping firms

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  • Activity/News Feed
  • 24/7 (Live Rep)
  • Online
  • Documentation
  • +16 more
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About Client Hub

Client Hub is a client communication tool built for accounting firms and bookkeeping practices. It gathers messages with clients into one place and aims to make the working relationship smoother. It is built around the everyday needs of professional service practices that work closely with clients.

What Client Hub offers

  • Central communication — keeps all client conversations in a single location.
  • Secure file exchange — swap documents with clients safely.
  • QuickBooks automation — helps resolve uncategorised transactions automatically.
  • Task tracking — follow open requests that clients still owe.
  • Client experience — features meant to improve how clients deal with the firm.

Who it works with

Accounting firms and bookkeeping practices.

Key facts

  • Recognition: selected by the AICPA for its Startup Accelerator programme

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Activity/News Feed
  • 24/7 (Live Rep)
  • Online
  • Documentation
  • Webinars
  • Live Online
  • iPhone / iPad
  • Web-Based, Cloud, SaaS
  • Chat / Messaging
  • File Sharing
  • Android
  • Staff Management
  • For CPA Firms
  • Due Date Tracking
  • Client Portal
  • Client Management
  • Calendar Management
  • Document Management
  • Task Management
  • Project Management

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