Free

Details

  • Released
  • Updated
  • October 3, 2018
  • July 1, 2026

Features

Client Hub screenshot #1 for iPhone
Client Hub screenshot #2 for iPhone
Client Hub screenshot #3 for iPhone
Client Hub screenshot #4 for iPhone
Client Hub screenshot #5 for iPhone
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ipad
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About

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gathering
Document collection
Email-free client interactions
Client self-service portal
Secure file access
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What's New in Client Hub

3.0.10

July 1, 2026

We’ve made improvements to make your experience even better. • Bug fixes and stability improvements

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User reviews

Add More Features in Chat If Possible

I have downloaded the app version of ClientHub for convenience and noticed a few things missing from the web’s counterpart.

1. Text wrap in the message bubble in Chat where users type is missing. Once you type a sentence, the sentence stays in one line instead of formatting into the next line, so you aren’t able to see everything you have written so far, as the words disappear to the left of the screen. If the all the words typed could be shown, that would be preferable.

2. If users could react to a message with emojis or with the Like option, instead of having only the “reply” option, that would be highly helpful.

The above are just suggestions; it will be great if these functions could be added in a future update.

Thank you. Highly enjoy using the app.
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Can’t get started

Invitations not getting through so I can’t be onboarded as a client

Client communication solution in the palm of my hand

I LOVE that the app keeps me up to date with my clients and their communications.
I can send out requests follow up and give them a one stop portal to all their financial software! They are not jumping from website to website to try to manage their accounting! Simple, easy to use and makes me look like a ROCKSTAR to my clients!
Centralized so our entire team can be up to speed with the client in just minutes!
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Game changer for client collaboration

The mobile app makes it easy for our clients to connect with us when they are in or out of the office and to respond to our inquiries in real time.

Dedicated Client Workspace

Great tool for client / accountant interaction. Simple enough for my non-tech clientele and great for the self-starters.

FAQ

What is Client Hub?

Client Hub is a workflow solution designed for accounting firms to enhance client experience by centralizing client information, managing documents, and facilitating communication.

Is Client Hub free to use?

Yes, Client Hub is available for free, with no cost to download or use the core features.

What devices does Client Hub support?

Client Hub is available on iPhone, iPad, and iPod devices, making it accessible on the go.

How does Client Hub improve client communication?

It moves client interactions out of email and into a dedicated platform, offering a more organized and efficient communication channel.

Can clients access their documents through Client Hub?

Yes, Client Hub empowers clients with self-service access to their files, allowing them to retrieve documents independently.

What is the age rating for Client Hub?

Client Hub has an age rating of 4+, making it suitable for a wide range of users.

How often is Client Hub updated?

The app was last updated on March 20, 2026, indicating ongoing development and support.

Does Client Hub have ads?

No, Client Hub does not contain advertisements, providing an uninterrupted user experience.