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Client Hub: Accounting Practice Management Software
Client Hub is a practice management and client portal platform built specifically for accounting firms to streamline workflows and improve communication. Founded in 2017 by experienced accountants, it addresses the core bottleneck that slows down accounting work: gaps between teams and their clients.
What Client Hub Does for Accounting Firms
Client Hub emerged from the real-world frustrations of running an accounting practice. Co-Founder Judie McCarthy, a former Top 100 ProAdvisor with two decades in the field, identified a persistent problem: accounting firms weren't slowed down by the accounting itself, but by communication breakdowns with clients. Requests buried in email, forgotten follow-ups, and incomplete work waiting on missing documents were the true productivity killers. The platform was built in 2017 to solve exactly that problem by centralizing client communication, task management, and document workflows in one place. Rather than relying on scattered email threads and manual tracking, accounting practices can now keep everything visible and organized in a single system designed for how accountants actually work.
Core Features for Practice Management
Client Hub functions as both a practice management system and a client-facing portal. On the internal side, it helps accounting firms organize workflows, track client requests, and manage task assignments without information getting lost in email. The client portal component lets clients submit documents, respond to requests, and communicate directly within the platform rather than through endless email chains. This dual design addresses the core workflow issue: when clients can submit information and track progress in one place, and your team can see everything without hunting through inboxes, work moves forward. The system is built to handle the specific needs of accounting practices during their busiest seasons, when communication breakdowns are most costly. By centralizing both internal coordination and client interaction, the platform aims to eliminate the siloed workflows that McCarthy identified as the real constraint on accounting firm productivity.
Pricing and Discount Options
Client Hub offers several discount opportunities throughout the year. New customers can save 25% on their first order, and the platform regularly runs sitewide promotions ranging from 25% to 35% off. Seasonal sales and bundle deals provide additional savings for larger purchases, with discounts like 30% off when buying multiple items. Student discounts are available at 25% off, and members who sign up for their program receive ongoing 25% savings. Clearance and best-seller sections often feature up to 15% off select items. While the platform is purpose-built for accounting practices rather than a product-by-product retail model, these regular promotions make it accessible for firms evaluating their options. Prospective customers are encouraged to request a demo on the website to see how pricing aligns with their firm's specific needs.
Getting Started With Client Hub
If your accounting firm is frustrated by the time wasted on client communication and document requests, Client Hub is worth evaluating. Start by visiting their website and requesting a demo, which lets you see the platform in action before committing. New users can apply the 25% first-order discount to get started at a lower cost, and the platform supports team adoption with resources designed for accounting practices. Since the system was built by accountants for accountants, the interface and workflows are designed around how your team actually works rather than forcing adaptation to generic project management tools. The current discounts—up to 35% off sitewide in some promotions—mean it's a reasonable time to explore the platform if you've been considering a practice management solution. Check back regularly for seasonal sales and bundle deals if you're building out a multi-seat implementation for your firm.
Pros & cons
👍 Pros
- Built by accountants with two decades of field experience
- Centralizes client communication and reduces email clutter
- Regular discounts from 25% to 35% off available year-round
👎 Cons
- Demo required to understand full pricing for your firm size
- Designed specifically for accounting practices, not general use







