kitio.aiAdded Oct 28, 2026
Client Hub
Free trialAccounting practice management and client portal with AI features
What is Client Hub?
Client Hub is practice management software for accounting firms that turns client emails and messages into trackable tasks. It adds a mobile-friendly client portal, built-in workflows for month-end close and AI insights in financial reports.
Firms manage jobs, recurring work, deadlines and meeting notes, and clients answer requests and upload documents through the portal or app. Email sync, dashboards, time tracking and receipt sync to Xero are included.
Higher plans add QuickBooks and Xero integrations, and there are versions for small, scaling and Canadian firms. A free trial of about 14 days is arranged through a demo.
Features
- Message-to-task conversion
- Client portal and mobile app
- Month-end close workflows
- AI financial report insights
- QuickBooks and Xero integration
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Releases
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Organization
Client Hub
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- Not listed
- Free trial duration
- 14 days
Client Hub plans
Solopreneur
$49/mo billed annually
- Single user firms
- All features included
- AI insights in reports
Practice Manager
$59/user/mo billed annually
- Per user
- Full practice management
- Client portal
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Client Hub site.Official pricing
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Pros and cons
Pros
- Built specifically for accounting firms
- Clients respond through a simple portal
- Connects with QuickBooks and Xero
Cons
- Per-user pricing adds up for teams
- Trial requires booking a demo
- Some tiers sold on annual billing only
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Q&A
What is Client Hub?
Client Hub is practice management software for accounting firms that turns client emails and messages into trackable tasks. It adds a mobile-friendly client portal, built-in workflows for month-end close and AI insights in financial reports.
Does Client Hub integrate with QuickBooks and Xero?
Yes. Integrations with both are included on the higher plans, and receipt sync to Xero is available from the solo plan.
How much does Client Hub cost?
Client Hub is free trial. There is a 14-day free trial.
Is there a free version of Client Hub?
No, but you can try it free for 14 days before paying.
What are the main features of Client Hub?
Message-to-task conversion, Client portal and mobile app, Month-end close workflows, AI financial report insights, QuickBooks and Xero integration.
Who makes Client Hub?
Client Hub is made by Client Hub.
What are the best alternatives to Client Hub?
Popular alternatives include QuickBooks Online, Xero, Clio.