# Page 2 | Client Hub Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Client Hub ## Showing most helpful reviews Showing 26-40 of 40 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JM Jacquie M. CPB Accounting Used the software for: 6-12 months ### "Easy to use and implement" August 3, 2022 4.0 It has been easy to utilize. Pros I like that it is easy to use, that there are templets setup already to just copy and past and even setup templets to onboard customers. Cons I dont like that I cant take a client message in the App and make it a task. it would be great to get onedrive to connect to the software. Review Source LR Luis R. Owner Accounting Used the software for: 6-12 months ### "Client hub is a lifesaver for resolving unknown transaction details" August 15, 2022 5.0 Overall client hub has been a time saver. It keeps me on track and I get transaction details much faster. Pros The integration with quickbooks to request transaction details from clients is what I had been looking for. Cons It would be nice if it would send emails and track income emails as well. The integrated messaging is great, but not all clients like to log in to the portal. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Client Hub The integration with quickbooks to help resolve unknown transaction details. Review Source KK Kelsey K. Owner Accounting Used the software for: 6-12 months ### "Simple and secure client communication" July 27, 2020 4.0 Emails back & forth with clients can get messy and confusing. I really like the Client Tasks area so we can both still what the open items are at a glance, and they serve as a To-Do list. Separating client chat from texts prevents information from getting lost or forgotten. Pros The chat thread is what I use the most. I like that this app keeps all my client communication in one place. The thread is searchable, so you have a record of your conversations. Cons The mobile app still has a few glitches. I prefer to use the app on the web, but clients use the mobile app and have expressed some frustrations. Alternatives considered [Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing Client Hub Slack is more for teams, it was confusing to learn, and had way more features than necessary. Client Hub is specifically for accounting pros and it solves the pain points we have in communicating with clients. Review Source WD Wendelyn D. President Accounting Used the software for: 2+ years ### "Central access to all my client needs." July 27, 2020 4.0 Support and responsiveness are great. Pros It has drastically reduced clent email. All client communication is centrally located in client hub. Ease of use and implementation. Security 9f the software. Cons Better document transfer between us and clients. Its coming though. Alternatives considered [Liscio](https://www.capterra.com/p/180297/Liscio/) Reason for choosing Client Hub Simplicity, ease of use. Review Source Rebekah B. President Accounting Used the software for: 6-12 months ### "ClientHub Helps Me Communicate With My Clients" July 27, 2020 5.0 I have felt more connected to my clients since starting to use ClientHub. I have also heard from several clients that they feel like they are in better communication with me through it. Pros The chat function with my clients is very beneficial. It facilitates a faster response time for both me and my clients. Cons I would like it to have more noticeable indicators of clients who have not accepted the invitation to join yet. Review Source MS Monique S. CEO Accounting Used the software for: 1-2 years ### "Client Communication on steriods" June 15, 2020 4.0 This software is evolving and seems are very invested in continuous improvement. The support is excellent. Pros The best features are the SECURE Apps links with password management baked in, the resources section to provide clients access to the things they ask for over and over again, and the ability to create templates to use for recurring or typical client tasks. The connection to QBO for auto-creating a client task for transaction information needed for accurate categorization is a great addition. Cons I would like to see the conversation pane have threads and name tags similar to Slack Review Source RR Richard R. Intellectual Handyman Accounting Used the software for: 1-2 years ### "Ease of use" July 21, 2020 5.0 The experience and the support are all outstanding. Pros The ability to speak to clients and have them respond. I no longer have to search emails. Anything that keeps me out of email is the best Cons There is nothing I don't like about Client Hub. Reason for choosing Client Hub Ease of use and ability to communicate with clients is superior. Review Source DN Deborah N. Owner Accounting Used the software for: 6-12 months ### "Life Made Easier" September 6, 2022 5.0 Pros I know where I stand and my staff with the monthly and even daily tasks per clients Cons I have not found anything yet. When I do think of something that would make a difference in the process, it is implemented soon thereafter. Review Source KG Kelly G. Chief Visionary Accounting Used the software for: 6-12 months ### "Great app with great value" June 12, 2020 5.0 Pros I love that this app provides a secure place for clients and me to exchange information. This really is a client portal. Cons The mobile app for Android tends to stop working often. Use this on your computer. Alternatives considered [Slack](https://www.capterra.com/p/135003/Slack/)[Intercom](https://www.capterra.com/p/134347/Intercom/) Reason for choosing Client Hub This product was developed by someone in the accounting industry with the accounting industry in mind. Review Source MM Mikelle M. Owner Accounting Used the software for: Less than 6 months ### "Client Hub is best!" December 28, 2022 5.0 Client Hub has made sharing of documents and communication with my clients much easier! Pros Client hub is easy to use and quick to learn Cons The mobile app doesn't allow you to do as much as you can on a computer, even from a mobile web application. Reason for choosing Client Hub Client Hub is more organized and less confusing Review Source HH Heather H. CEO Accounting Used the software for: Less than 6 months ### "Life Changing!" July 12, 2022 5.0 Pros It has made secure communications with my clients much easier and the biggest plus is getting timely responses/information/documents from my clients regularly. Cons Initial setup was a bit cumbersome but what isn't. Review Source KM Kristy M. Principal Accounting Used the software for: 6-12 months ### "Secure and Efficient way to communicate" July 21, 2020 5.0 Love this software. Invaluable in my business. Pros Clients download an app. On their end, it feels like texting so it's incredibly easy to keep them out of my inbox while still responding to their needs timely. Cons It's hard to batch download items - however as of the time of this writing the tech team has been incredibly responsive and is building out a means to do just that! Alternatives considered [FileInvite](https://www.capterra.com/p/138728/FileInvite/) Reason for choosing Client Hub Pricing, ease of use, features, customer support. Review Source JW Jessica W. Owner Accounting Used the software for: Less than 6 months ### "Great Features " July 21, 2020 4.0 The tasks panel is very helpful when something is needed. I am able to save time by not having to shift through old emails to see what is still pending. Pros I like that it syncs with QuickBooks Online, and clients can easily select which account the expense transactions belong to. Cons I wish the deposits also came through the QBO sync as sometimes deposits aren't always income, and I need the client to tell me what it's for Reason for choosing Client Hub N/A Review Source NR Nancy R. Owner Recreational Facilities and Services Used the software for: Less than 6 months ### "Effective Accounting documentation management " December 24, 2022 5.0 Pros Easy for small business to stay up-to-date with accounting and communicate with bookkeeping staff. Upload documents for bookkeeping to input, can also track payroll documentation and submission requirements. Cons Functions as advertised. I have No complaints. Review Source JL Jason L. Chiropractor/CEO Health, Wellness and Fitness Used the software for: I used a free trial ### "Easy communication" July 15, 2021 4.0 Easy use and great for small start up companies to get things done. Pros Ease of use and able to get the file without sending another e-mail or text to follow up on the task at hand. Cons Pricing was an issue for us but other than that it was perfect to get day to day communications from our clients. Review Source Similar Products Featured