Added Oct 28, 2026
Hubflo
From $67/moClient portal for service firms with AI document checks
What is Hubflo?
Hubflo is a client portal for consultants, agencies, accountants and other service firms. It turns services into step-by-step workflows, collects files and forms, and uses AI to read and check client documents.
Firms can request files, send forms, collect e-signatures, assign to-dos and message clients in a branded portal. Automated reminders follow up for missing documents, and AI extracts data from items like tax forms and flags problems such as unsigned pages or short bank statements.
Higher plans add API and Zapier access, mass messaging, a custom portal domain, a white-label mobile app and SSO. Pricing scales with team members and client counts, and more than 2,000 service firms are listed as users.
Features
- Branded client portal
- Automated workflows
- AI document extraction
- E-signatures
- Automated reminders
- White-label mobile app
Tags
Releases
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Organization
Hubflo
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Paid
- Paid options from
- $67/mo
- Billing frequency
- Monthly
Hubflo plans
Starter
$67/mo billed yearly
- 1 team member
- Up to 50 clients
- 100 Smartdoc completions a year
Business
$142/mo billed yearly
- 3 team members
- Up to 300 clients
- API and Zapier access
Unlimited
$262/mo billed yearly
- 4 team members
- Unlimited clients
- Custom domain and white-label app
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Hubflo site.Official pricing
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Pros and cons
Pros
- Documents are read and checked by AI
- Branded portal with custom domain
- Automatic reminders for missing files
Cons
- Starter allows only 50 clients
- Extra team members cost $49 or more a month
- Business plan includes only 8 forms
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Q&A
What is Hubflo?
Hubflo is a client portal for consultants, agencies, accountants and other service firms. It turns services into step-by-step workflows, collects files and forms, and uses AI to read and check client documents.
What can the AI check in uploaded documents?
The site shows it pulling data from forms like a W-2 and flagging issues such as an unsigned lease page or missing bank statement months.
Can I use my own domain?
A custom portal domain is included in the Unlimited plan.
How much does Hubflo cost?
Hubflo is paid, with paid plans from $67/mo.
Is there a free version of Hubflo?
No. Hubflo is a paid tool.
What are the main features of Hubflo?
Branded client portal, Automated workflows, AI document extraction, E-signatures, Automated reminders, White-label mobile app.
Who makes Hubflo?
Hubflo is made by Hubflo.
What are the best alternatives to Hubflo?
Popular alternatives include Client Hub, Ocrolus, CPAAutomation.