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Practice management

Client Hub

Practice management and client collaboration platform

For Accounting firms

Straight answers

What is Client Hub?

Client Hub is practice management software for accounting and bookkeeping firms. Accounting Practice Management Software that Moves Client Work Forward. It integrates with Xero. It is sold by subscription.

Who is it for?

Client Hub is for accounting and bookkeeping firms.

What does it cost?

It is sold by subscription.

What's the catch?

Client Hub has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.

Overview

Client Hub is a practice management software that helps accounting and bookkeeping firms manage client communications and workflows effectively. It provides a centralized platform for task management, document sharing, and client interactions, ensuring that nothing falls through the cracks.

The software integrates with financial systems like QuickBooks and Xero, allowing for data flow and efficient handling of client requests. Client Hub is designed to enhance productivity and improve client service.

Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated
Category
Practice management
Pricing model
Subscription
Works with
Xero
Available in
Sold everywhere; no region stated
Headquarters
Ocala, FL, US
Xero App Store
Listed
Listing
Compiled by The Firm from the vendor's own site
Last checked
4 Sep 2026

Client Hub pricing

It is sold by subscription.

Client Hub does not publish prices The Firm could quote. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site
  • Task assignment with deadlines
  • Centralized client communication
  • Document management and e-signatures
  • Integration with QuickBooks and Xero
  • Automated reminders for client requests
  • AI-assisted workflows

Client Hub integrations

1 integration mapped

Who implements Client Hub

Implement Client Hub for accounting firms? List your practice free.

Ratings & reviews

From verified accounting and bookkeeping firms only Write a review →

0/5

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Questions from firms

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Client Hub, answered

The questions firms search for before they trial it
What is Client Hub?
Client Hub is practice management software for accounting and bookkeeping firms. Accounting Practice Management Software that Moves Client Work Forward. It integrates with Xero. It is sold by subscription.
Does Client Hub integrate with Xero?
Yes. Client Hub lists Xero as an integration. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
Who is Client Hub for?
Client Hub is practice management software for accounting and bookkeeping firms.
Is Client Hub on the Xero App Store?
Yes. Client Hub has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations Client Hub lists.
Are there reviews of Client Hub?
Client Hub's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
Who makes Client Hub?
Client Hub is made by a company based in Ocala, FL, US, as stated on the vendor's own site (checked 3 September 2026).
Who maintains this Client Hub listing?
The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); Client Hub has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
How does a firm choose between practice management tools?
The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.
Is there a free trial? Vendor
Client Hub offers a free 14-day trial that includes full functionality of the app with no restrictions. Users can test all features and even bring on clients during this period.
How can I cancel my subscription? Vendor
Subscriptions can be canceled through account settings or by contacting customer support. The service will renew automatically unless canceled.
Where is the data hosted? Vendor
Client Hub is hosted on Google Cloud Platform and Amazon Web Services, which are certified under various ISO and SOC compliance standards.
What security measures are in place for data protection? Vendor
Client Hub employs 256-bit encryption for data in transit and at rest, along with strict internal controls to limit data access to essential personnel only.
What support options are available? Vendor
Client Hub provides support via phone, email, and live chat. Training and implementation support are included in the subscription.
What are the alternatives to Client Hub?
Other practice management tools in The Firm's directory include Xero Practice Manager, XBert, AccountKit and Vinyl. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Client Hub's own site, checked 4 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it
  1. Sept 2026 faq updated. Checked by The Firm

All directory changes

Is this your product?

This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.

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Alternatives to Client Hub

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