--- description: Learn more about Client Hub pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Client Hub Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Digital Workplace Software](/directory/31536/digital-workplace/software) > [Client Hub](/software/180857/client-hub) # Client Hub Canonical: https://www.capterra.ca/software/180857/client-hub Page: 1 / 3\ Next: [Next page](https://www.capterra.ca/software/180857/client-hub?page=2) > Cloud-based practice management for accounting firms that unifies workflows, automation, and client collaboration. > > Verdict: Rated **4.7/5** by 40 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Client Hub? Accounting and bookkeeping firms needing a unified system to manage workflows, recurring work, client communication, and deep integrations with QuickBooks Online and Xero to expedite month-end close. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 40 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support Software | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Client Hub - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$49.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Client Hub emphasizes cost savings compared to competitors, claiming an average 40% reduction in software spend. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, Singapore, United Kingdom, United States ## Features - Activity/News Feed - Alerts/Notifications - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Document Management Software - Due Date Tracking - File Sharing Software - Mobile Access - Project Management Software - Reporting & Statistics - Task Management Software - Time Tracking Software - Workflow Management Software ## Integrations (5 total) - Anchor - QuickBooks Online - SignWell - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Chat ## Category - [Digital Workplace Software](https://www.capterra.ca/directory/31536/digital-workplace/software) ## Related Categories - [Digital Workplace Software](https://www.capterra.ca/directory/31536/digital-workplace/software) - [Collaboration Software](https://www.capterra.ca/directory/15/collaboration/software) - [Accounting Practice Management Software](https://www.capterra.ca/directory/31360/accounting-practice-management/software) ## Alternatives 1. [Financial Cents](https://www.capterra.ca/software/186837/financial-cents) — 4.8/5 (260 reviews) 2. [Karbon](https://www.capterra.ca/software/156181/karbon) — 4.7/5 (206 reviews) 3. [TaxDome](https://www.capterra.ca/software/186749/taxdome) — 4.7/5 (3578 reviews) 4. [Uncat](https://www.capterra.ca/software/1026361/uncat) — 4.7/5 (262 reviews) 5. [Podio](https://www.capterra.ca/software/128631/podio) — 4.3/5 (362 reviews) ## Reviews ### "Highly recommend" — 5.0/5 > **Ryan** | *August 24, 2025* | Accounting Software | Recommendation rating: 8.0/10 > > **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. > > Very easy to use, clients like it. I know there is some functionality I am not capitalizing on yet . ----- ### "Great Tool, Still Improving Regularly" — 5.0/5 > **Jessica** | *August 23, 2025* | Accounting Software | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Great workflow and communication tool with the clients." — 5.0/5 > **Verified Reviewer** | *August 27, 2025* | Accounting Software | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Improvements and suggestions are always heard" — 4.0/5 > **Candice** | *August 25, 2025* | Accounting Software | Recommendation rating: 10.0/10 > > **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. > > \[sensitive content hidden\] 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. ----- ### "Thanks Client Hub\!" — 5.0/5 > **Kei** | *August 27, 2025* | Accounting Software | Recommendation rating: 10.0/10 > > **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 > > 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. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.ca/software/180857/client-hub?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/180857/client-hub) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data