Evidence dossier / Client communication & workflow

Client Hub

Client communication and workflow software for bookkeeping, CPA, and client accounting services teams.

01 / Recorded observations

Evidence card

Values describe what the cited sources supported on the check date. They are not ratings or recommendations.

Ledger integrations
QuickBooks Online
Firm-size fit
Solo · 5-15 clients · 15-50 clients · 50+ clients
Workflow replaced
Scattered client email threads, ad-hoc task requests, and manual file sharing.
Pricing model
Per userThe official pricing page lists a Solopreneur plan at $49 per user per month, limited to solo-user firms with all features included.
AI depth
Not stated
Free tier
Not stated
Other integrations
Not stated
Verification status
Checked

02 / Source register

What we checked

  1. 01

    Accounting practice management software

    Product scope for client communication, task management, and workflow.

    Client Hub · observed 2026-09-14
    Open source
  2. 02

    Pricing

    Published Solopreneur plan price and stated QuickBooks connection.

    Client Hub · observed 2026-09-14
    Open source

03 / Compare records

Other records in Client communication & workflow

Open the same evidence fields side by side. Links are alphabetical and do not imply a ranking.

Client Hubvs AdfinChecked · last checked 2026-09-14Client Hubvs DocuSignChecked · last checked 2026-09-14Client Hubvs Dropbox SignChecked · last checked 2026-09-14