Client Hub
Client Hub is an all-in-one practice management and client collaboration platform designed for accounting and bookkeeping firms to automate data collection and streamline internal workflows through a secure portal.
Clinked
Clinked is a white-label client portal and document management software that helps you securely share files, manage projects, and collaborate with external clients in a branded environment.
Quick Comparison
| Feature | Client Hub | Clinked |
|---|---|---|
| Website | clienthub.app | clinked.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $59/month | $95/month |
| FREE Trial | ✓ 14 days free trial | ✓ 10 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2018 | 2009 |
| Headquarters | Florida, USA | Cambridge, UK |
Overview
Client Hub
Client Hub is a specialized practice management platform built specifically for accounting and bookkeeping professionals who need to eliminate the friction of client communication. You can move away from cluttered email threads by using a dedicated portal where clients can answer queries, upload documents, and track their own tasks. The platform focuses on solving the 'missing information' problem by sending automated reminders to clients until they provide the data you need to complete your work.
Beyond client interaction, you can manage your entire firm's internal operations with robust workflow tools. You can create recurring jobs, assign tasks to your team, and track progress across your entire client base from a single dashboard. By integrating deeply with QuickBooks Online, the software allows you to map uncategorized transactions directly to client questions, ensuring your books stay accurate without manual data entry or constant back-and-forth follow-ups.
Clinked
Clinked provides a secure, centralized space where you can collaborate with your clients and team members without the clutter of email chains. You can set up branded portals that match your company identity, giving your clients a professional experience while keeping sensitive data protected. It simplifies how you manage documents, track project progress, and communicate through a single, organized platform.
You can use the software to streamline workflows by assigning tasks, setting deadlines, and sharing real-time updates. It is particularly effective for professional services like legal, financial, and consulting firms that handle confidential information. By consolidating your tools into one white-label environment, you reduce administrative overhead and improve client transparency across all your active engagements.
Overview
Client Hub Features
- Automated Client Tasks Create tasks for your clients with automated reminders so you never have to manually nag them for missing documents again.
- QuickBooks Integration Pull uncategorized transactions directly into the portal so clients can clarify expenses without leaving the app or using spreadsheets.
- Secure File Sharing Exchange sensitive financial documents in a secure, encrypted environment that keeps your firm compliant and your client data protected.
- Internal Workflow Management Organize your firm's internal work with recurring jobs, task dependencies, and team assignments to ensure no deadline is missed.
- Mobile Client App Give your clients a dedicated mobile app so they can answer your questions and upload files instantly from their phones.
- White-Labeled Portal Brand the client experience with your own logo and colors to provide a professional, cohesive look for your accounting firm.
Clinked Features
- White-Label Branding. Apply your own logo, colors, and custom URL to create a professional portal that looks like your own software.
- Secure File Sharing. Upload and organize documents with bank-grade encryption and granular permissions to control exactly who sees what.
- Project Management. Track milestones and assign tasks to your team or clients to keep every project moving forward on schedule.
- Real-time Chat. Communicate instantly with individuals or groups through secure instant messaging to get quick answers without sending emails.
- Smart Search. Find any document or discussion instantly with a powerful search tool that scans through file content and metadata.
- Mobile App Access. Stay connected on the go with native iOS and Android apps that let you manage your portal from anywhere.
Pricing Comparison
Client Hub Pricing
- Unlimited clients
- Secure client portal
- Automated client reminders
- QuickBooks Online integration
- Mobile app for clients
- Document storage
- Everything in Collaborate, plus:
- Internal workflow management
- Recurring jobs and tasks
- Team collaboration tools
- Firm-wide dashboard
- Standardized templates
Clinked Pricing
- Up to 5 users
- Unlimited clients
- 50GB storage
- Standard branding
- Bank-grade security
- Mobile app access
- Everything in Essentials, plus:
- Up to 15 users
- 250GB storage
- Full white-labeling
- Custom domain (URL)
- Priority support
Pros & Cons
Client Hub
Pros
- Significantly reduces time spent chasing clients for information
- Deep integration with QuickBooks simplifies bank reconciliation
- Easy for non-technical clients to use and navigate
- Consolidates multiple tools into one practice management hub
Cons
- Mobile app features are more limited for firm owners
- Initial setup of complex workflows requires time investment
- Limited integrations outside of the QuickBooks ecosystem
Clinked
Pros
- Professional white-labeling makes your business look more established
- Intuitive interface is easy for non-technical clients to navigate
- Highly secure environment for sharing sensitive financial or legal data
- Centralizes all client communication in one searchable location
Cons
- Starting price is higher than basic cloud storage tools
- Mobile app customization options are limited on lower tiers
- Initial setup of folder structures can take some time