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Client Hub
Practice management and client portal for bookkeeping and CPA firms that turns client emails into tracked tasks and runs month-end close work.
| What the AI does | Magic Workflow, Magic Messages, Magic Emails, Magic Client Tasks, Magic Books Review; AI-Powered Intelligence summarizes threads, drafts replies, generates workflows; AI QuickBooks/Xero reports |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices, CAS practices |
| Starting price | $49/user/mo (annual billing; Solopreneur) |
| Pricing model | Per user/month |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Practice Management & Workflow with AI |
| Also fits | Client Communication, Portals & AI Receptionists |
| Works with | QuickBooks Online, Xero, Gmail, Outlook, Zapier, Anchor |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Client Hub is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices, tax offices and CAS practices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
Client Hub starts at $49/user/mo (annual billing; Solopreneur), per user/month. There is a free trial.
Good to know
Client Hub is built for bookkeeping and CPA firms that live in email: it turns client messages into tracked tasks, runs month-end close work and gives clients a portal. Pricing is per firm user with unlimited clients — Solopreneur $49/user/mo on annual billing, Practice Manager $59, and Practice Manager PLUS $79, which adds the QuickBooks and Xero integrations and Magic Books Review. The Magic features draft emails, summarize threads, build workflows and generate client tasks, and the trial typically runs 14 days with full functionality.
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