For accountants and bookkeepers, communicating with clients and managing document workflows can often be a headache. The use of AI in accounting is increasing and shifting the industry, with 61% of small businesses are using AI now for invoicing, payroll, inventory, and more. Accountants deal with massive amounts of financial data, and using AI-enabled client portals can change communication substantially, not only by reducing but also by negating workload from manual collaboration.
ClientHub aims to solve this challenge by offering a powerful client collaboration platform specifically designed for accountants and bookkeepers. In this blog, we will see its features, pricing, and top alternatives to help you determine if it’s the right fit for your firm.
What is ClientHub?
ClientHub is an online client portal designed to help accounting firms increase workflow, communications with clients, and document sharing. It utilizes automation with artificial intelligence to increase efficiency, streamline workflow for both accountants and clients, and securely manage tasks.
Pro Tip: If you have bookkeeping clients, consider leveraging a bookkeeping client onboarding checklist.
Features of ClientHub
ClientHub offers a suite of features designed to enhance client collaboration and streamline accounting workflows:
- Encryption and regular security testing
- Intuitive platform for web, iOS, and Android
- Seamless client file sharing and collaboration
- Secure messaging, task assignment, and tracking
- Checklists, time tracking, and quick-access pinning
- Email, Zapier, QuickBooks Online, and Xero integrations
- Branding services for a customized client portal
Also Read: Looking for an easy way to organize tasks? Here’s a complete month-end close checklist to simplify your accounting workflow.
Who is ClientHub For?
ClientHub is ideal for accountants and bookkeepers who need an efficient client collaboration tool. It is best suited for:
- Small and mid-sized accounting firms: To streamline communication and document sharing
- Bookkeepers: Manage client requests, assignments, and files in one place
- Tax professionals: To securely collect tax documents and track client interactions
- Virtual accounting teams: To enable real-time collaboration and workflow automation
Efficient client communication is key for smooth operations. Using the right software for bookkeepers and accountants can enhance productivity and client experience.
Pricing and Plans
ClientHub offers a simple pricing plan for accounting firms, providing essential client collaboration tools at a competitive rate.
ClientHub offers straightforward pricing with no setup fees, no minimum terms, and no hidden costs.
Premium Plan:
- $69 per user/month (Billed annually) | $79 per user/month (Billed monthly)
Features:
- Manage workflow
- Assign clients their tasks
- QuickBooks and Xero integration
- Templates
- Dashboards
- Time tracking
- Client notes
- Email sync and management
- AI-based client books review
- Magic email replies
- Pin for quick action
- Zapier integration
- Branded login
3 Best Alternatives to ClientHub
While ClientHub is a robust client collaboration platform, it might not be the perfect fit for every firm. Here are three top ClientHub alternatives to consider:
1. Cone
Cone is an excellent alternative to ClientHub, providing intuitive accounting practicemanagement software with powerful automation features, billing and invoicing, and other features that help accounting firms boost productivity and streamline client interactions.
Top features:
- Workflow Automation: Assign, track, and manage tasks with due dates
- Proposals: Save time with ready-to-use proposal templates that you can customize.
- Automated Billing System: Easily manage invoices and payments
- Proposal Templates: Effortlessly create and send custom proposals
- Invoice Automation: Reduce errors and save time with your billing workflows
- Client portal: Connects with clients for client requests
- E-mail Integration: Integrates with e-mails.
- Payments Integration: Get paid by clients directly through invoices
- Integration: QBO, Xero, Stripe, GoCardless
Pricing:
- Starter: $5/user/month: billed annually or $8/user/month: billed monthly
- Essentials: $11/user/month: billed annually or $16/user/month: billed monthly
- Growth: $17/user/month: billed annually or $24/user/month: billed monthly
2. Karbon
Karbon is another top alternative to ClientHub that has been designed for accounting firms, offering advanced workflow automation and collaboration tools.
Top features:
- Automated Workflows: Streamline task management and approvals
- Collaboration Tools: Track projects and client communication in real time
- Email Integration: Connect emails to client records for seamless follow-ups
- Time Tracking and Billing: Monitor billable hours and automate invoicing
Pricing:
- Team: $59/user/month: billed annually or $79/user/month: billed monthly
- Business: $89/user/month: billed annually or $99/user/month: billed monthly
- Enterprise: Custom pricing available
You can check out Karbon pricing plans in detail in our blog.
3. Canopy
Canopy accounting software is a cloud practice management solution built for tax and accounting professionals.
Top features:
- Secure Document Management: Encrypted file storage and sharing
- Built-in CRM: Centralized client interactions and communication tracking
- Automated Workflows: Improve efficiency in document collection and tax preparation
- Mobile Accessibility: Cloud-based platform with mobile app support
Pricing:
- Starter: $540/year ($45/user/month billed annually) or $60/user/month (billed monthly)
- Essentials: $792/year ($66/user/month billed annually) or $88/user/month (billed monthly)
Streamline Your Workflow with Cone
ClientHub is a great client portal that makes collaboration and task management easier for accounting firms. Its intuitive interface and task optimisations promote easier collaboration with your clients. If you are looking for something more efficient, Cone is a worthy option to consider for smooth and uninterrupted client collaboration at a competitive cost. Cone is a great option for accounting firms that want a client portal with rich and advanced features without a steep price.
Start your Cone’s free trial today!