Overview
Client Hub: Keep Client Work Moving
Client Hub is a practice management and client collaboration platform for accounting, bookkeeping, tax, and advisory firms. It connects workflows, communication, documents, and financial systems so teams can finish work faster with less client chasing.
Stop chasing. Start progressing.
Client work often stalls because requests get buried in email, documents arrive through different channels, and staff cannot see what is holding up a job.
Client Hub turns requests into trackable actions with clear owners, deadlines, and statuses. Clients get one simple place to respond, while your team gets complete visibility.
Features and benefits
Workflow management
Create jobs with reusable checklists, assignments, due dates, dependencies, budgets, and recurring schedules.
Benefit: Standardize processes such as month-end close and prevent tasks from slipping through the cracks.
Client requests
Send questions, document requests, questionnaires, and transaction tasks. Automatic reminders follow up when responses are late.
Benefit: Collect information faster without repeatedly chasing clients.
Centralized communication
Keep messages, comments, files, and action items connected to each client and job.
Benefit: Eliminate scattered conversations and give staff the context they need.
Client portal and mobile app
Clients can answer questions, upload files, complete requests, and manage multiple businesses through one secure login.
Benefit: A simple experience encourages quicker, more complete responses.
Files and e-signatures
Request, organize, and securely share documents while managing signatures in one place.
Benefit: Protect sensitive information and maintain an organized record.
QuickBooks Online and Xero
Bring unresolved transactions into Client Hub, collect client explanations and documents, and return the answers to the accounting workflow.
Benefit: Reduce duplicate entry and resolve bookkeeping questions faster.
Automation, AI, and reporting
Automate recurring work and reminders, create workflows and questionnaires with AI assistance, and monitor jobs, time, deadlines, and workloads.
Benefit: Reduce administration, identify bottlenecks, and scale consistently.
The result
Client Hub helps firms:
- Get faster client responses
- Reduce manual follow-up
- Improve team accountability
- Keep documents and communication organized
- Deliver a professional client experience
- Complete more work with less friction
One place for the work. One simple experience for the client. Fewer loose ends for everyone.
Client Hub + Xero
Client Hub + Xero: From Unfinished Books to Client-Ready Reports
Client Hub connects Xero data with your firm’s workflows and client portal. Transactions, review findings, questions, documents, and reports move through one coordinated process—without spreadsheets or long email threads.
How it works
Connect a Xero organization to its Client Hub workspace and choose which accounts should be treated as uncategorized. Client Hub brings the relevant data into its client requests, Books Review, and reporting tools.
Updates can flow back to Xero, keeping it as the accounting source of truth while Client Hub manages collaboration.
Categorize uncategorized expenses
Uncategorized transactions appear as Client Tasks, where clients can:
- Explain purchases
- Select or confirm the account
- Add the payee or contact
- Upload receipts and supporting documents
- Comment when more detail is needed
Completed answers can update the transaction and sync attachments to Xero. Staff can also open the original Xero transaction directly.
Benefit: Clients resolve questions in a guided interface while your team avoids repeated follow-up, duplicate entry, and manual file transfers.
Books Review
Client Hub turns Xero data into a structured review workflow that helps your team find unusual or incomplete activity.
Review tools include:
- Categorization inconsistencies
- Transactions without payees
- Missing attachments
- Large transactions
- New or updated accounts, suppliers, and customers
- Balance Sheet and Profit & Loss reviews
Choose a date range and accounting method, review results, add comments, mark items complete, or convert findings into client tasks. Direct links take staff to the related item in Xero.
Benefit: Exceptions are easier to find, decisions stay documented, and client questions become trackable actions instead of emails.
Client-ready reports
Create professional management reports using synchronized Xero data, including:
- Balance Sheet and Profit & Loss
- Custom or predefined periods
- Previous-period comparisons
- Firm branding, titles, and notes
- AI-assisted financial insights
Reports can be reviewed, regenerated, downloaded as PDFs, published securely to selected clients, or sent by email.
Benefit: Move from reviewing the books to explaining the numbers without exporting data or rebuilding reports.
One connected workflow
Sync Xero data → Review exceptions → Ask the client → Update Xero → Complete the review → Publish the report
Client Hub adds workflow and communication around Xero, resulting in cleaner books, faster client responses, efficient month-end processes, and polished reporting.
Pricing plans
This app includes a free 14 day trial
Solopreneur
- Unlimited clients
- Unlimited storage
- World-class support
- Unmatched AI-based features
- Training
- Community
- Practice Management
- Client Portal
- Xero Integration
- QuickBooks Integration
Practice Manager
- Unlimited clients
- Unlimited storage
- World-class support
- Unmatched AI-based features
- Training
- Community
- Practice Management
- Client Portal
Practice Manager Plus
- Unlimited clients
- Unlimited storage
- World-class support
- Unmatched AI-based features
- Training
- Community
- Practice Management
- Client Portal
- Xero Integration
- QuickBooks Integration
Getting started
Getting Started with Client Hub
Client Hub is designed to help your firm get up and running without a complicated rollout. Guided product tours, step-by-step documentation, and hands-on onboarding support are available throughout the process.
What to expect
1. Set up your firm
Add your firm details, upload your logo, choose regional preferences, and customize the client portal. Then invite team members and assign their roles and permissions.
2. Configure your workflow
Create job statuses that reflect how work moves through your firm. Build jobs from templates, customize task checklists, set owners and deadlines, and add recurring schedules.
You can also use Magic Workflow to accelerate the creation of repeatable processes.
3. Add your clients
Create clients individually or import an existing client and contact list in bulk. Configure default folders, custom fields, tags, resources, and workspace preferences before inviting clients.
4. Prepare the client experience
Customize invitation messages, create an initial Client Task, and decide which users should have portal access. Clients can then view requests, send messages, and securely exchange documents from the web or mobile app.
5. Connect your tools
Connect your firm email so client communication stays inside Client Hub. You can also configure QuickBooks Online, Xero, Anchor, Zapier, and other supported integrations.
6. Explore with guided examples
The in-product Explore Client Hub tour uses sample clients and workflows to demonstrate messaging, documents, jobs, client tasks, email, and accounting integrations. Your team can learn the system before working with live clients.
7. Launch and refine
Start with a small group of clients, confirm that jobs and notifications work as expected, then expand your rollout. Dashboards make it easy to spot incomplete setup, delayed work, or areas that need adjustment.
Help whenever you need it
The Getting Started Resources provide quick-start instructions, setup walkthroughs, videos, and links to detailed articles.
Inside Client Hub, use the orange Contact Support button or the purple Get Help button to access:
- Instant AI answers
- Searchable Help Docs
- Email support during business hours
- Live chat when available
Firms that want more guidance can also choose concierge onboarding for hands-on help configuring their account and preparing their team and clients.
A smooth path to success
Configure your firm → Build workflows → Import clients → Connect tools → Train your team → Invite clients → Go live
You are never expected to figure everything out alone. Client Hub combines self-service guidance with responsive support so your firm can launch confidently and start seeing value quickly.
