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.
Moxo
Moxo provides a client interaction hub that helps you streamline external workflows through secure messaging, document exchange, digital signatures, and video meetings in one unified, branded portal.
Quick Comparison
| Feature | Client Hub | Moxo |
|---|---|---|
| Website | clienthub.app | moxo.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $59/month | $100/month |
| FREE Trial | ✓ 14 days free trial | ✘ No 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 | 2012 |
| Headquarters | Florida, USA | Cupertino, USA |
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.
Moxo
Moxo helps you manage the entire lifecycle of client interactions within a secure, private digital hub. Instead of chasing approvals across fragmented email threads and disconnected apps, you can coordinate complex processes like client onboarding, account servicing, and project management from a single branded interface. You can automate routine touchpoints and ensure every stakeholder stays aligned throughout the service delivery process.
The platform is specifically designed for high-touch industries like financial services, legal, healthcare, and real estate where security and professional branding are non-negotiable. You can deploy your own custom-branded mobile and web apps, providing your clients with a seamless professional experience while your team maintains full visibility and control over every active workflow.
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.
Moxo Features
- Branded Client Portals. Create a professional digital presence with custom-branded web and mobile apps that mirror your corporate identity.
- Flow Templates. Automate multi-step client processes like onboarding and renewals using pre-built templates to ensure consistent service delivery.
- Secure Messaging. Communicate with clients in real-time through encrypted messaging that keeps sensitive business conversations private and organized.
- Digital Signatures. Collect legally binding signatures on contracts and forms directly within the portal to eliminate printing and scanning.
- Document Collaboration. Share, review, and annotate documents with your clients in a secure environment with full version control.
- Video Meetings. Host high-quality video conferences and screen sharing sessions without requiring your clients to download external software.
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
Moxo Pricing
- 10 internal users included
- 100 client users included
- Secure messaging and files
- Digital signatures
- Standard Moxo branding
- Basic workflow templates
- Everything in Starter, plus:
- 50 internal users included
- 500 client users included
- Custom branding and domain
- Advanced workflow automation
- Priority email 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
Moxo
Pros
- Consolidates multiple communication tools into one portal
- Professional mobile app experience for end clients
- Strong security features meet strict compliance standards
- Automated workflows reduce manual follow-up tasks
Cons
- Higher starting price point than basic tools
- Initial setup of complex flows takes time
- Interface can feel busy for first-time users