# Client Hub Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Client Hub the right Accounting Practice Management solution for you? Explore 40 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/180857/Client-Hub/reviews --- Client Hub 4.7 (40) [View alternatives](https://www.capterra.com/p/180857/Client-Hub/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 20th, 2026 # Reviews of Client Hub Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews NG Nomer G BookkeeperAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “For teams that need a simple, client-friendly portal without overwhelming complexity, it delivers strong value for money.“ August 25, 2025 NG Nomer G BookkeeperAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “It does what’s needed but lacks depth for more complex workflows.“ August 25, 2025 NG Nomer G BookkeeperAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “The layout is straightforward, so both team members and clients can pick it up quickly without much training.“ August 25, 2025 HH Heather H CEOAccounting, Self-employedUsed the software for: Less than 6 months. “It has made secure communications with my clients much easier and the biggest plus is getting timely responses/information/documents from my clients regularly.“ July 12, 2022 MD Mike D OwnerMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “Prices are fair service is OUTSTANDING with really nice understanding people which I need since I have no knowledge of accounting I just know how to sell.“ August 24, 2022 ## Showing most helpful reviews Showing 1-25 of 40 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mary G. owner Accounting Used the software for: 6-12 months ### "I use Client Hub everyday" July 22, 2020 5.0 Although I cannot get my clients to use Client Hub (yet) for communication, it has made my job so much easier as I keep it open when I work on their QBO and can quickly go to their bank account, etc. if needed to look up something. Also, I feel more organized having everything in one place. It's very user friendly. Pros I was looking for something simple and affordable. I love having links to banks and credit card accounts, apps, websites for all my clients and myself. Everything in one place. Also, I upload client documents such as bank statements, sales tax confirmations, payroll report & payment confirmations, etc. for easy access for them & myself. Cons It was a little confusing in the beginning but all new apps are. I would like the navigation for a few things to be more convenient. Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing Client Hub Other products are "overkill" for me. I work alone so I don't need to interact with "team" members. Review Source JS Jessica S. Owner Accounting Used the software for: 6-12 months ### "Great Tool, Still Improving Regularly" August 23, 2025 5.0 Overall, our experience with Client Hub has been very good. It has streamlined communication, cut down on email chains, and given both our team and our clients a clear and simple way to stay on top of tasks. The platform is intuitive and easy to use, which has improved engagement and reduced missed deadlines. Pros It streamlines communication with clients, keeps everything organized in one place, and has significantly reduced the back-and-forth emails. The intuitive design makes it easy for both our team and our clients to use, and the time we’ve saved has allowed us to focus more on delivering value. I highly recommend it to any firm looking for an efficient, client-friendly solution Cons What I like least about Client Hub is the way workflows are structured. Right now, you can’t have multiple workflows with different deadlines open at the same time. To move forward, you have to mark a workflow complete even when some tasks aren’t finished, just to see the next instance. This can be tricky when there are tasks lingering from a prior month that still need attention, but you also need to get started on the current month’s workflow. Having more flexibility to manage overlapping workflows would make the platform even more powerful. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Client Hub The Client Engagement feature and the cost was better value since you charge per accountant/user and not per client. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Client Engagement, We were looking for more features Review Source CK Christie K. CEO Accounting Used the software for: 1-2 years ### "Would like it more if was improved" September 1, 2022 4.0 Pros File Sharing and task requests connected to QuickBooks Online Cons Communication features that clients won't pay attention to. They would turn off the notifications as we don't have control over the emails reminder frequency. Reason for choosing Client Hub Because of the QuickBooks Online transactions pulled into the Client Hub and task requests, as well as for its simplicity. Review Source VR Verified Reviewer Tax Strategist Accounting Used the software for: 1-2 years ### "Great workflow and communication tool with the clients. " August 27, 2025 5.0 Overall, it's what I was looking for. I needed a workflow management which allows me to communicate with a client via chat, can track all of our client projects and be able to add clients quickly within it. I like that we can share documents securely and quickly. Great value for cost as others are becoming even more expense year over year. Pros We are able to interact with the client in a cleaner fashion. Jobs are easy to use and set up. Being able to create job templates to use from one client to another is great. We have some customization within each client but having the template makes it easy to set up and move forward quickly with. Within the job, we are able to set due dates for parts of the projects, i.e. on a tax return job, the yearend bookkeeping due date can be set for January while the overall due date of the project is March 15. We can also communicate internally about projects with comments on the jobs. This helps track what month we are having any issues in. The QBO integration is great for those clients we don't know their business as much as others. Cons If you close one job that is reoccurring for the client to upload their next set of requested documents, and complete the job again, it creates the next set of jobs in the sequence over again. No ability to do an organizer type of request from the client. I have other tools to do this with for taxes and other requests, but this would be helpful for those other requests. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Kount](https://www.capterra.com/p/226974/Kount/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Client Hub Price was the biggest reason as the others were significantly higher. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) They system wasn't working properly, and we needed to have a system which would actually allow us to work with our clients in a specific price range. Review Source CK Candice K. Director of Operation and Sales Accounting Used the software for: 1-2 years ### "Improvements and suggestions are always heard" August 25, 2025 4.0 \[sensitive content hidden\] and the rest of the team are always very responsive. They take our suggestions and issues with swift response time, always upgrading the system to improve upon our suggestions. Pros We love the ease of use for communication with our clients. The availability of the app really helps to increase the response time from the clients. Cons I would like the ability to change the frequency with which the clients are reminded to complete a task. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Client Hub The cost was lower than the others, as well as both mentioned products are geared solely towards accounting firms, and not easily adapted to add in the law side. Review Source KM Kei M. Client Services Manager Accounting Used the software for: Less than 6 months ### "Thanks Client Hub!" August 27, 2025 5.0 We have had a great experience with the Client Hub tool and team! The transition process was relatively smooth and getting our clients active in the tool was easy. I think they appreciate that everything is in one place and that our full team can see requests and inquiries and respond. IT has also assisted our team by making so that we can see the full client work and communication history. Pros I like that it provides a clear and easy path for us to work directly with our clients in terms of sharing documents and communicating. Everything in one place! Cons I think the timing tool could allow us to summarize/total the data based on client or team member not just give the item-by-item breakdown Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Liscio](https://www.capterra.com/p/180297/Liscio/) The cost and ease of use for our team and clients Review Source EH Elmer H. CEO Accounting Used the software for: Less than 6 months ### "A True CRM" July 1, 2025 5.0 I wish I had found this sooner, it would have saved 100s of hours each year. My clients love it, my team loves it, and it's the perfect CRM for my firm. Pros It's the first and only true CRM I've found in our 10 years of business. It does the job of at least three different programs. It keeps all your client information, communication, jobs, and files in one location, making our firm more efficient and proficient in providing our services. Cons The mobile app could benefit from additional functionality beyond its messaging capabilities. The ability to create jobs and upload files would be a considerable improvement for the mobile app. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) HubSpot CRM is not a CRM; it's a sales funnel. To obtain our required functionality, the price increased from $200 per year to $2,000 per month. Review Source JA Jane A. Bookkeeping Professional Accounting Used the software for: 1-2 years ### "Simple workflow and everything in ONE place" August 1, 2023 5.0 Overall Client Hub has greatly simplified my practice. Previously I had three different apps - one for client communication, one for document storage, and a third for workflow. I was constantly logging into three places for my daily work... and I now have one app that "does it all". Pros The things I love most about Client Hub are the ability to set up a workflow for my client work and attach dates to it, so when I open CH I know exactly what work to do each day; the client tasks can be automated so I don't need to remember to ask clients for statements; and the easy document upload feature and unlimited document storage. Cons I'm not crazy about the chat feature. It's rare that I need to chat "live" with a client, and these messages tend to get forgotten, or I can't remember what I've addressed and what I haven't. Reason for choosing Client Hub I believe I selected CH because it was made by and for accounting professionals, and because it was simple to learn. There are a lot of great aps out there, but some of them had far more functionality than I need and I didn't want to spend a lot of time learning how to use them. With Client Hub, you can really be up-and-running very quickly. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Egnyte](https://www.capterra.com/p/159288/Egnyte/)[Liscio](https://www.capterra.com/p/180297/Liscio/) I made the switch because it save time in logging into 1 app daily instead of three, I can now have tasks + workflow + communication + document folders all in one place. An added bonus was that it saved me some money. Review Source NG Nomer G. Bookkeeper Accounting Used the software for: 1-2 years ### "“A Solid Tool for Client Collaboration with Room to Improve”" August 25, 2025 5.0 Overall, Client Hub has been a reliable solution for streamlining client communication and internal collaboration. It bridges the gap between firm and client effectively, which saves time and minimizes confusion. For teams that need a simple, client-friendly portal without overwhelming complexity, it delivers strong value for money. With some improvements in project management depth and reporting, it could easily compete with larger platforms. Pros Client Hub makes it easy to centralize communication with clients, cutting down on endless email threads. The layout is straightforward, so both team members and clients can pick it up quickly without much training. For the price, it offers good value—especially for small to mid-sized firms that need a shared space for tasks and file sharing. Team collaboration is strong; assigning tasks and tracking progress keeps everyone aligned. From the client’s perspective, it simplifies document requests and makes it easier to see what’s outstanding, which helps reduce back-and-forth. Cons While the platform covers the essentials, some of the project management features feel a bit basic compared to more advanced tools. It does what’s needed but lacks depth for more complex workflows. Customer support is generally responsive, though occasionally slower during peak times. A few integrations could be smoother, and reporting capabilities are somewhat limited, which may leave power users wanting more insight. Review Source AH Allasia H. President, Advisor Accounting Used the software for: 2+ years ### "Highly recommend Client Hub for bookkeeping & accounting firms" August 22, 2025 5.0 Absolutely amazing. I recommend them to everyone I can. Anytime I have questions, the support has always been quick and efficient. Pros My favorite part about Client Hub is the workflow automation. It saves me so much time and it is very easy to use. Cons My least favorite part about Client Hub is I wish there was a more optimized task dashboard. It would be nice if the list would update the list without needing to refresh which then makes me re-sort and filter the tasks. Reason for choosing Client Hub The advanced capabilities and integrations Review Source JH Jan H. President Accounting Used the software for: 2+ years ### "Effortless Client Communication Dashboard" June 12, 2020 5.0 The clients understand what they need to do, how they need to work with me, and I can customize it quickly so the clients feel valued. Pros Client hub is one of the easiest software to set up. I can onboard a new client in less than 30 minutes and have professional - client-facing software. That first impression is so important to be frictionless and easy for the client to digest, Client Hub is all of that. Cons I love it all. Client hub makes my life easier. Review Source JHD Janice Hudson D. Founder, CEO Accounting Used the software for: 6-12 months ### "Almost perfect all around" April 8, 2021 4.0 Although there are a few little tweaks, we have decided we love Client Hub. They are constantly making improvements which gives me hope that my wish list may come to fruition. Pros Reduces emails and phone calls. Eliminates information silos within our company. Interfaces with QBO to categorize transactions. Cons We get false positive bubble notifications for unread messages. The mobile phone app isn't as robust as the desktop app. Can not access files on the mobile app. Also conversations are delayed in the mobile app. Wish I could create a folder template for the files and arrange the files. Review Source ET Endalkachew T. Director Hospital & Health Care Used the software for: 2+ years ### "Best service" September 3, 2022 5.0 Pros Easy and accurate to use as a user and as a beginner in the small business Cons It is really easily for me to use, and I cannot say it the list I like Review Source LF Laurie F. Finance Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Easy to Use with Lots of Options" January 6, 2022 5.0 It is so intuitive, flexible, and easy to use. Pros It has lots of options for how you can receive information. Simply answer a question, check that a task was done, or upload files. Works quickly, is intuitive. Cons I can't think of anything I don't like about it. Review Source DW Dominique W. Manager Accounting Used the software for: Less than 6 months ### "Client Hub " August 25, 2025 5.0 So far is has been a great tool for organizing client work. I like having jobs and tasks and being able to track progress and house details in one system. Pros Very user friendly and great support. Easy to setup clients, jobs and task and to link to websites specific to each client. Cons Have not found any yet. I will begin inviting clients soon and will see how that side of the product works. Review Source RM Ryan M. Owner Accounting Used the software for: Less than 6 months ### "Highly recommend" August 24, 2025 5.0 Very easy to use, clients like it. I know there is some functionality I am not capitalizing on yet . Pros Nice looking client portal, easy way to communicate with clients. I like how frequently I am updated on activity in the portal. Cons IOS app can use a few tweaks to get on par with the desktop site. Some functionality isnt the same but I know improvements are constant. Review Source SB Shanofar B. Staff Accountant Outsourcing/Offshoring Used the software for: Less than 6 months ### "My Work Experience" August 25, 2025 5.0 Pros Actual work hours identify for each job. Summary notes and attachment of each job received at the same moment in the job summary. Cons Job task, Email conversation, Inbox documents differentiate from the firm or client. The easily understand client workplace. Review Source PS Patty S. President Accounting Used the software for: Less than 6 months ### "Client Hub is what I have been looking for!" August 23, 2023 5.0 Client Hub has been a great investment for my Business, and excellent Choice! I tried 4 other PM Apps, and finally found Client Hub. I no longer struggle with multiple boards and calendars to keep things going. I also like the fonts they use, and how the different screens are clear cut, crisp, and easy on the eyes. Once I committed to putting everything in Client Hub, it was literally a relief. I also like the reminder that you are past your due date on something; makes you sit up and take notice! The people at Client Hub Support are great to work with too! Pros It is easy to implement, and basically replaced 2 Glass boards, 2 White Board Calendars, 1 Pocket Chart, and two regular Calendars. Yep, I had a whole corner of my Office with all that Planning Paraphernalia going on! Once I understood how easy it was, I took off, put Clients in, started Templates, and was ready to run! It tracks where you are at, and is a nice font to read, very clean looking screens. By the way, the Templates are wonderful; you can customize any way you want them to be, and add new ones very easily. I also learned that I didn't want to do Client Invoicing out of any Project Management; I already have QB for that, so I no longer muddy the waters. I use Client Hub to organize what is happening on a Daily Basis in my business, and to communicate with Clients far easier than before. If I have certain things that require a Timer, I just click it on, keep the Time, and print out a report, and I am good to go. I like that I know in detail everything a Client is being billed for; it is easy to add Notes in Client Hub. Cons I had to get used to Chat Support; they are responsive to questions, and do get back to you. I've learned that if I had a problem with something, Support would set up a time to call me. I think the main thing about Client Hub is that you can over think it, if you've come from harder to set up Apps previously. Once I realized it was much simpler to work with, I just took off with it. Alternatives considered [Time Tracker](https://www.capterra.com/p/122309/eBillity-Time-Tracker/)[Mango](https://www.capterra.com/p/201383/MangoCRM/)[TimeSolv](https://www.capterra.com/p/76730/TimeSolv/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Client Hub Client Hub is easier to get started with, and easier to use ongoing. It is what is what I needed to see as a Dashboard, and each individual client. The Portal is really nice, icing on the Cake. I like that I can take Notes, know exactly what happened on the Project at hand, and communicate with Clients better. The Templates are absolutely great, a real game changer for having great workflow ongoing. Switched from [Time Tracker](https://www.capterra.com/p/122309/eBillity-Time-Tracker/)[Mango](https://www.capterra.com/p/201383/MangoCRM/)[TimeSolv](https://www.capterra.com/p/76730/TimeSolv/)[monday.com](https://www.capterra.com/p/147657/monday-com/) I needed something that worked, that was easy to use, and easy to look at. Along the way, I realized I did not want to do Customer Invoicing from any where other than my Accounting Program; I didn't need duplication. Client Hub Workflow is just so nice to use. Once you set up your first Client, pull in a Template, and Create the Project, you have figured it out, and can move forward easily. Review Source RC Robyn C. Owner Accounting Used the software for: 6-12 months ### "Glad I am using it and made the change. Like all apps, improvements and advancements are needed." July 15, 2022 4.0 My overall experience has been great. The recurring client tasks has benefit my clients the most and has helped me not worrying about having to send each client an e-mail for information or reminding clients to file their own GST/HST Return. I love the workflow to keep both myself and my clients organized. Pros I love the workflow for both my firm and creating client tasks. I also enjoy that my client can send me files in the same app as well as communicate with me. It is worth the price. Cons I don't like how my clients can't move files around within folders or make changes. Yes, I understand the security of the restrictions, but I would like to give certain clients these options as it results in me doing less work when a client is willing to be organized. I also find the mobile app to be limiting. It would be nice for the app to also have file sharing besides sending one file at a time and for the client to access the client tasks. I have a lot of clients that use their cell phones on the go. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing Client Hub At the time I tried the software, there was not the option for clients to send me files when they wanted to. I could only request one file at a time, which does not work for my clients. Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Price, wanted a workflow software, and to implement client tasks. Review Source AY Aaron Y. Account Manager Accounting Used the software for: 1-2 years ### "Great platform in the making " August 1, 2022 4.0 Communication and transactional questions is the biggest thing here for us. Pros The integration with QBO has been great for us. It is a secure platform to communicate sensitive information, which is needed when dealing with money. Along with creating a new mode of communication between our firm and our clients. It protects them and us. Cons There are several bugs it seems but I know that this is an up and coming software and things seem to be improving everyday. Review Source GG Gayle G. Co-Founder Accounting Used the software for: 1-2 years ### "The value of Client Hub for our company" July 31, 2020 5.0 Overall, as I said it's a game changer. My inbox has gone down DRAMATICALLY. Clients do not lose our communications in emails. On-boarding new clients is super easy from the get go because our communications are not lost in email hell. Support at times needs to be pushed to get stuff fixed. They do a pretty good 24 hours turn around. The \[SENSITIVE CONTENT HIDDEN\] is still very involved with the company. Pros The product has been a game changer for my company. We have transparency company wide for all communications. The client can send communications from their phone or the website. We can customize the dashboard for the needs of each client with links to reports, scheduling functions, FAQs. It's awesome. All with bank level security. Cons The program can be slow to load. It does not integrate with other programs, including Zapier. I have gmail. For some reason I get notifications in my Primary, Updates and Promotions folders. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing Client Hub We thought that the desktop was more colorful and inviting for the clients than with Liscio. Our clients are very creative and we thought the desktop would be more appealing and fun for them. It is after all their (our clients) tool as much as it is ours. There were some other reasons we did not want to go with Liscio but I don't remember what they are. We liked the management team more at Client Hub than at Liscio. Review Source KB Kari B. Owner Accounting Used the software for: 1-2 years ### "Best value for price point and features" August 11, 2023 5.0 AMAZING customer service and folks that actually listen to suggestions and implement upgrades and features constantly. Pros The ability to take client communication OUT of my email and into one place so client requests and questions do not slip through the cracks. Cons Having to save a document to my PC and then upload - wish there was a bridge to CH directly. Reason for choosing Client Hub Didn't - saw a webinar on CH and its features and I signed up for free trial that day and have never looked back Review Source MD Mike D. Owner Marketing and Advertising Used the software for: Less than 6 months ### "I needed Help" August 24, 2022 5.0 Patriot has taught me a lot of things about bookkeeping and expenses and how to categorize them that I had no clue about. I was literally making a little money and building a business that will succeed but totally flying by the seat of my pants. I am so happy I found these folks. Prices are fair service is OUTSTANDING with really nice understanding people which I need since I have no knowledge of accounting I just know how to sell. Pros I cannot comment on the software yet because I am a brand-new customer with a young business that has not had a bookkeeper of bookkeeping service. So, I can't judge the software yet, what I can judge is the quality of help and guidance I get from these great people. I started with the payroll and went to this bookkeeping service. WOW am I glad I did I seriously appreciate these folks and their understanding and patience with me. Cons I am not familiar enough with the software as of yet. I am still being driven around by the great service from Patriot as of this review. Review Source John C. President Accounting Used the software for: I used a free trial ### "An Amazing Demo" January 27, 2023 5.0 Pros I had the pleasure of meeting via Zoom with \[sensitive content hidden\], Strategic Account Executive at Client Hub. I'm extremely frustrated with our firm's inability to accurately track assignments and this software seems like a good fit. I have looked at a number of other software 'solutions' previously and quite frankly I haven't fully understood/comprehended the actual functionality of the software. Instead, it was more of a sales pitch on how great the software is. \[sensitive content hidden\] of Client Hub did an amazing job at showing me all of the capabilities and demonstrating what the software can do...in layman's terms how this could help my company. I never felt like I was being 'sold' or 'marketed.' Instead it was, 'here's how we can help.' Thank you \[sensitive content hidden\] for doing such an amazing job!! Cons One thing I'm not sure it can do...which is only a minor issue for what we want, is the fact that I don't believe we can print directly from our tax software (Lacerte) into a .pdf in Client Hub. Review Source KJ Kandi J. Accountant/Owner Accounting Used the software for: Less than 6 months ### "High Praise for Client Hub!" July 12, 2022 5.0 My experience has been FANTASTIC! Pros I love that Client Hub is very user friendly both for me and for my clients. The software is nice to look at, easy to use, and after trying many other software - this was my choice - hands down! Cons I haven't found a bad thing about it yet!!! Alternatives considered [Keeper Security](https://www.capterra.com/p/144637/Keeper/)[Trello](https://www.capterra.com/p/211559/Trello/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Client Hub The software was exactly what I was looking for. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Asana was hard to understand, I didn't like the interfaces, and it wasn't user friendly for my clients. Review Source Similar Products Featured