Alternatives to Client Hub
Compare Client Hub alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Client Hub in 2026. Compare features, ratings, user reviews, pricing, and more from Client Hub competitors and alternatives in order to make an informed decision for your business.
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1
Ravetree
Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.Starting Price: $29/user/month -
2
Liscio
Liscio
If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule. -
3
Project.co
Project.co
When communication, files, and project assets are spread across multiple tools things go missing, nobody has all the information, and projects can be difficult. When work happens in one place you have a single source of truth with all communication, tasks & files available to everyone. Projects run smoothly! Create a project for anything; internal meetings, marketing campaigns, client projects, office parties, etc. Then add the right people and tools for the job. Your project team has visibility of everything so nothing gets lost and the project runs smoothly! In many project management tools inviting and working with clients is an afterthought. Not in Project.co. We believe that inviting your clients to collaborate with you is where the real magic happens. Add the right tools to every project. Choose from our core tools such as discussion, tasks, files, payments, time, and notes. Or embed the other tools you use so you have everything in one place for everybody to see.Starting Price: $10 per month -
4
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
5
Portal 360
Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client. Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.Starting Price: $1/per month -
6
Booke AI
Booke AI
Booke AI is an AI-powered bookkeeping automation platform that uses robotic process automation and generative AI to streamline core accounting tasks by automatically categorizing transactions, matching them to invoices and bills, and reconciling accounts inside popular accounting software like QuickBooks Online, Xero, and Zoho Books, eliminating much of the manual work traditionally required to manage financial records. It leverages real-time OCR (optical character recognition) to extract data from invoices, receipts, and bills in any language or currency and feed it directly into bookkeeping workflows, detects inconsistencies and coding errors, and offers intelligent reconciliation suggestions that improve accuracy over time. It includes a one-click client query tool and a collaborative portal that simplifies communication between accountants and clients by turning questions into tasks and centralizing documents, reducing back-and-forth email and phone tag.Starting Price: $20 per month -
7
TaxWorkFlow
TaxWorkFlow
TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one software application to increase the profitability and productivity of their tax and accounting workflow while also streamlining and increasing the effectiveness of firm operations, including internal and client-facing communications. TaxWorkFlow will enable your employees work as a team remotely and still be in the loop without losing productivity. TaxWorkFlow will help you organize client contacts, documents, emails, notes, tasks, projects, and billings for each client, providing you with an immediate snapshot of your client status, pending tasks and problems, and historical records, no matter where you are. You can also simplify document exchange with your clients by using the TaxWorkFlow’s client portal, so you can keep your business running from anywhere without the need of meeting your staff or clients in person. -
8
Engager.app
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.Starting Price: $12.17 per month -
9
Taskory
Taskory AI
Taskory is a cloud-based project and task management application for agencies and teams delivering work for multiple clients. It organizes each client’s projects, tasks, conversations and files in a shared workspace while keeping client-facing views separated. The platform connects with Gmail, Outlook, Slack, Google Drive, OneDrive, Notion and monday.com, bringing communications and project information together without requiring teams to migrate their existing tools. Its AI assistant answers questions across client work, summarizes projects, helps triage activity and turns commitments into trackable tasks. Teams can follow task ownership and progress, use list and Kanban views, and share a scoped client portal link without charging for client seats. Taskory offers Free, Solo, Teams and Enterprise plans. Email integrations use read-only access by design.Starting Price: $0 -
10
MyCPACRM
YOO Technologies Inc.
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system. Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off. Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
11
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
12
StitchInvoice
StitchInvoice
StitchInvoice is invoicing and client-document software for independent businesses and freelancers who bill clients directly, not for bookkeepers. It covers the full client-facing flow: quotes, estimates, proposals, contracts, invoices, receipts and credit notes, each with a live preview and a clean PDF. Card payments run on your own connected Stripe account. The charge is created directly on your account, so only Stripe's standard processing fee applies and no platform sits between you and your payout. Requirements Memory lets you set how each client must be billed once (billing email, PO format, terms, currency) and applies it to every future invoice. A Payability Check flags common reasons an invoice gets delayed before you send. On the Pro Autopilot plan, reminder sequences run before and after the due date and stop when payment lands, and recurring invoices handle retainers. StitchInvoice is not accounting software: no chart of accounts, no inventory, no tax filing.Starting Price: $19/month -
13
Turia
Turiabooks Technologies Private Limited
Turia is a cloud-based CA Practice Management Software built specifically for Chartered Accountant firms in India. It helps CA firms manage clients, tasks, recurring compliance work, team operations, communication and practice workflows from one connected platform. Turia centralizes client management, lead tracking, task management, recurring work, service management, document storage, billing and team operations. CA firms can manage hundreds or thousands of clients while maintaining visibility into deadlines, responsibilities and ongoing work. The platform connects everyday communication channels such as WhatsApp and email with practice workflows. Teams can convert client requests and communications into actionable tasks, helping firms reduce the risk of important work getting lost across chats and inboxes. Turia also supports compliance tracking for CA firms managing GST, Income Tax, TDS, ROC and other recurring obligations. Instead of relying only on spreadsheets.Starting Price: $69/month -
14
Sage Partner Edition
Sage
Easily manage your accounting and bookkeeping clients in one place, with customized user rights and one-click access to your clients' Sage subscriptions. Get Sage Accounting Plus and Payroll 5 employee free for your practice when you sign up for your free Sage Partner Edition account. Migrate and subscribe new clients to cloud-based bookkeeping, payroll and compliance products in just a few simple clicks. Keep full control of client access. Become more efficient. Data syncs automatically across cloud-based apps for data automation, bookkeeping, payroll, VAT, bank reconciliation, reporting, accounts and tax. Designed by accountants, for accountants with one-click access and online compliance integration so everything's in a single place. Readily manage your client workflow end-to-end in a single place, thanks to seamless integrations that sync data automatically between Sage bookkeeping, VAT, payroll, and compliance software. -
15
Bonder
Bonder
Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience. Usually, companies have internal onboarding playbooks and clients don’t have enough visibility, which decreases accountability. With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines. A sale isn’t complete until your client has experienced your product core value and understands how your product can improve her life or business. Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention. Hand-offs are generally conflictive. Your company needs to ensure a smooth transition between the Sales and Client Success teams. Simultaneously, the buyer persona from your clients’ company isn’t necessarily the user persona. With Bonder you can determine owners and set automatic reminders. -
16
ClientTable
ClientTable
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.Starting Price: $14 per user per month -
17
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
18
Cubicl
Cubicl
Cubicl is a project management app with a twist. Our goal is to help teams work more efficiently by offering a single platform for all their project needs. It combines team collaboration, client management and project management in one platform. You can import incoming e-mails to tasks, follow up your bookkeeping, share files, track time, create custom workflows, chat with your team and do many more things. With Cubicl, you use your time for managing your business instead of managing different apps. Client Portal is an application that allows you to manage and track your customer support requests. From complaints to problems, requests to suggestions, you can collect feedback from your clients and follow the process with them. Requests created by your clients are called Support Requests. You can assign users to Support Requests, follow the process with your clients, and communicate with them. Also, you can share records of receivables and payables thanks to the bookkeeping feature -
19
FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
20
CleverMemo
CleverMemo
Keep your clients accountable and focused between sessions with CleverMemo. Share exercises, worksheets, tools and automatic reminders that encourage clients to put intentions into practice. More focused and organized than email. Rather than trying to remember, easily find what you’re looking for. All your client data and communication are kept together and in context for more clarity and overview. The big picture becomes visible. Prepare sessions in less than 5 minutes. Change is a process that takes time. Keeping your clients on track and accountable has never been easier. A personal and brandable coaching software that will set up your clients for success. CleverMemo comes pre-stocked with more than 200 Coaching Tools and Workflows. No back-and-forth emailing. Assign tools within seconds and see clients' answers right in their stream. Put CleverMemo to work for you! Create automatic workflows for any repeating task. -
21
Moxie
Moxie
Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.Starting Price: $10 per month -
22
InvoiceSent
InvoiceSent
InvoiceSent is an innovative cloud-based invoicing platform for freelancers, consultants and small businesses. Create professional invoices, manage clients, accept payments and track your finances in one place. Features: · Branded invoices with logo · Live invoice preview · VAT, GST and sales tax calculation · Duplicate and recurring invoices · Stripe and PayPal payment links · Automatic and manual payment tracking · Sent, paid, unpaid and overdue statuses · Payment history and balance tracking · Revenue and overdue balance overview · Client profiles, search and statements · Quick-add clients · Multi-business support · Shareable invoice links · No client login required · Payment reminders · Product catalogue and reusable items · Prices and tax rates · Quote support · Tax summaries and filing periods Designed to be simple by default, InvoiceSent keeps invoices, clients, payments, tax information and overdue balances organised without unnecessary complexityStarting Price: $10/month/user -
23
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
24
Elite Trainr
Elite Trainr
Manage your personal training business online with the tools you need to efficiently monitor and create fitness programs for your clients. Maximise simple, easy tools to create workout programs and customize meal plans for clients. Load it with pre-written workouts and meal plans, selecting from your favourites depending on what’s most appropriate for the client. Receive client progress updates and pictures. Hold them accountable! If they aren’t measuring up, as their personal trainer, instantly send them motivation in the moment. Challenge them to push to the next level and accomplish what they’ve set out to do. Keep your workflow organized and improve efficiency in communication by eliminating the need for hard-to-track emails to be sent back and forth. Let’s say you can’t be physically present for a client’s workout – no problem. Let them know you’re available to answer any questions through the App and keep them on-the-ball!Starting Price: $9.99 per trainer per month -
25
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
26
Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month -
27
Relanco
Relanco
Relanco automates overdue invoice reminders via SMS and email for Canadian contractors. Connect QuickBooks Online or FreshBooks and it syncs invoices, monitors due dates, and sends escalating reminders on schedule. When payment is recorded, all reminders cancel automatically. ✔ Bilingual reminders in English and Quebec French, matched to client preference ✔ Customizable escalation sequences: timing, channel, and message per step ✔ QuickBooks Online and FreshBooks integration with automatic invoice sync ✔ Client replies tracked in the dashboard ✔ Reminders cancel automatically when payment is recorded ✔ Law 25 and CASL/LCAP compliant, client data encrypted at rest ✔ Manual entry or CSV import available, no accounting software required Built for plumbers, electricians, HVAC techs, and general contractors across Canada. -
28
FuseBase
FuseBase
FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams. Clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams must deliver next: finished outcomes, visible progress, reliable delivery, fewer things clients have to manage, and trusted expertise. FuseBase helps teams move from legacy portals, scattered tools, and manual service delivery to AI-native client operations. Use FuseBase to create branded client portals, secure workspaces, onboarding hubs, deal rooms, approvals, knowledge bases, workflows, dashboards, client-facing apps, and AI-assisted operations in one governed foundation.Starting Price: $32 -
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Qount
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.Starting Price: $74 per month -
30
Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
31
Thinaer
Thinaer
Thinaer's solution integrates machine-generated data, employee feedback, and AI-powered analytics to provide you with unprecedented operational data and actionable insight. Thinaer's Industrial Internet of Things platform uses Bluetooth Low Energy (BLE) technology and an API-centric user interface to capture operations data. The platform tracks location, vibration, temperature, humidity, current draw, proximity, and more. Thinaer's patented feedback app embeds real-time feedback in your business processes. Use this application to gather input and insights from employees, clients, and other important stakeholders. Our analytics integrates this employee input with IIoT data to help our clients understand what's hapening, why it's happening, and what to do about it. Thinaer's in-platform analytics dashboard provides immediate insight into operations. Our analytics utilize machine learning and artificial intelligence designed to help clients improve efficiency and save costs. -
32
My CPA Dashboard
CPA Organizer
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.Starting Price: $300 per month -
33
Mycel
Mycel
Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.Starting Price: $299/firm/month -
34
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
35
Jalios
Jalios
Jalios offers a comprehensive Digital Workplace designed to help organizations communicate, collaborate, and share knowledge more effectively. The platform brings together intranet communication, project management, social networking, and document collaboration into one unified ecosystem. With AI-powered publishing, customizable interfaces, and seamless integrations with tools like Microsoft 365, teams can work more efficiently and stay aligned across all projects. Jalios strengthens organizational engagement by supporting frontline workers, improving internal communication, and simplifying knowledge management. Its robust security architecture, including CSPN certification, ensures a sovereign, responsible, and protected digital environment. With more than 500 clients, 2.3 million users, and an extensive network of partners, Jalios empowers organizations to modernize their digital collaboration experience with confidence.Starting Price: $6 per user per month -
36
Double
Double
Double is an AI-powered accounting workflow and month-end close platform designed to help accounting firms, bookkeepers, and internal finance teams automate repetitive financial tasks, streamline close processes, and manage accounting operations from a centralized workspace. The platform integrates directly with accounting systems such as QuickBooks Online, Xero, Sage, and NetSuite, allowing teams to automate transaction categorization, reconciliations, journal entries, accruals, receipts management, 1099 processing, and AI-assisted bank feeds while maintaining financial context from the ledger. Double combines month-end close automation with integrated client communication, task management, reporting, review tools, and practice management capabilities to reduce manual workloads and improve accounting efficiency.Starting Price: $10/month/client -
37
Duevero
Duevero
Duevero is simple invoicing and profit-tracking software for freelancers, consultants, contractors, and solo service businesses. Create estimates and invoices, manage clients, track expenses, monitor invoiced, collected, spent, and profit totals, follow up on overdue work, and accept eligible invoice payments through your own connected Square account. The free Basic plan includes up to 10 active clients, 10 invoices per month, 5 estimates per month, one workspace, expense tracking, and raw CSV exports. Duevero Pro is $12/month and adds unlimited clients and invoices, 2 workspaces, recurring invoice templates, reports, time tracking, formatted and accountant-ready exports, an overdue and reminders workspace, and branded invoices with your logo. Duevero is designed to be lighter and easier to use than a full accounting suite, giving independent service businesses one straightforward place to manage the client-money workflow from estimate to invoice to payment and profit.Starting Price: $12/month -
38
AppointMate
Delta Health Technologies
Our intuitive, easy-to-use private duty solution seamlessly manages all aspects of your agency workflow, maximizing your efficiency so you can quickly grow your business. Provides a clear overview of all home care appointments on one screen. Matches private duty client needs with caregivers’ skills, availability and locations. Schedules employee tasks based on organization’s protocols. Prevents conflicts. Sends and receives employee and customer appointment reminders and notifications about overdue appointments. Offers a variety of options for tracking non-medical home care overtime rules. Integrates with financial software, such as QuickBooks and MAS 90. Provides single solution for easy payroll and accounts receivable invoicing. Displays balances and applies payments in a single screen. Validates caregivers’ calls from clients’ homes via caller ID. Provides easy access to caregivers’ and clients’ phone numbers. -
39
Bench Accounting
Bench
Bench Accounting is a bookkeeping and accounting platform designed to help small business owners save time and focus on growing their business by offering expert bookkeeping services combined with powerful financial software. It provides users with dedicated bookkeeping teams, who handle monthly transaction reviews, prepare financial statements, and offer tax preparation and filing services. Bench simplifies financial management by automating tasks such as categorizing transactions and generating real-time reports, giving businesses quick insights into their finances. The platform integrates with tools like QuickBooks, Stripe, Square, and Shopify to streamline operations and ensure efficient bookkeeping. Bench offers seamless communication between clients and their bookkeeping team, and users can access financial data and reports anytime, providing them with accurate, actionable insights to make informed business decisions.Starting Price: $299 per month -
40
ATOM
Automated Tax Office Manager
Lost client files are a thing of the past. No longer spend hours hunting down misfiled file folders. All client information is centrally stored to optimize your employee’s time and ultimately improving your company’s bottom line. Customize work-flows to fit your different types of business, such as tax preparation, bookkeeping, IRS resolution, financial planning, etc. Reduce paper and toner costs by storing, tracking and accessing client files electronically. Documents can be quickly accessed by staff or clients with just a few clicks. This isn’t your typical Client Portal. We didn’t stop at just sending and receiving tax documents. With ATOM the client can send messages, schedule appointments, make payments, check tax return status, and much, much more. And did we mention they can do this all on their phone. Securely store documents and digitized notes online for quick access anywhere.Starting Price: $149 per month -
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Auditi
Auditi
With Auditi, a platform that simplifies your workflow and brings communication, collaboration, and secure file exchange together. Auditors, accountants, and other professionals must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy. A mix of tools and spreadsheets are used. Communication becomes painfully slow as employees take leave. Many hours are spent chasing clients for files instead of on productive tasks. Vital information is missing, which only becomes apparent later on. Sensitive files get shared by insecure means. And no one really knows what’s going on, not least the client who has a terrible experience before the real work even begins. Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money. Your firm centralizes communication, collaboration, and file exchange on one platform. -
42
Schedulera
Schedulera
Schedulera is a web-based booking and scheduling service for independent professionals who arrange appointments, lessons, consultations, and group sessions. It provides a personal booking page where clients can choose a session and manage a reservation, with options for recurring programs, group classes, booking approval, intake questions, and an embeddable booking widget. The service also supports calendar synchronization, booking notifications and reminders, and online payment options connected to a provider's payment account. Additional features include client and contact management, booking analytics, reviews, and workflow connections. Schedulera offers a free core booking plan and a paid AI plan that adds an assistant for handling scheduling conversations. It is intended for solo providers and small teams seeking online booking tools for client-facing services.Starting Price: $9.95/month -
43
Xenett
Xenett
Xenett is an AI‑driven financial close and accounting workflow automation software designed to help accounting teams, bookkeepers, and finance professionals streamline and improve the accuracy of their month‑end close processes. Xenett automatically reviews accounting data to detect errors and inconsistencies, reducing manual review effort and the risk of financial mistakes. It offers workflow management with task assignment, progress tracking, collaboration tools, and customizable dashboards that give real‑time visibility into close status. Xenett seamlessly integrates with major accounting platforms like QuickBooks Online and Xero to sync data and automate reconciliations. The software supports multi‑client and multi‑entity operations, making it suitable for firms and businesses of various sizes. With built‑in reporting, AI‑assisted error detection, and a secure collaborative environment, Xenett enhances ,accuracy, and accountability in accounting and financial close workflows.Starting Price: $7.50/month -
44
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
45
Noddis
Noddis
Noddis is a browser-based project management application for freelancers, independent consultants, and small agencies coordinating client work. It brings projects, tasks, subtasks, due dates, client records, follow-ups, and project progress into one workspace. Users can switch between portfolio and task-level views and organize work with lists, boards, timelines, calendars, stages, and whiteboards. Recurring tasks, templates, focus sessions, notes, workload estimates, and analytics support planning and daily execution. Client-facing tools include read-only project portals, task-request forms, progress reports, collaboration, and invoicing. Noddis synchronizes dated tasks with Google Calendar and offers invoice payment options through Stripe, Venmo, and Zelle. A free plan is available, and users can explore the product through an interactive demo.Starting Price: $0 -
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Ledgersync
LedgerSync
Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.Starting Price: $12.47 -
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Reducer
Reducer
Reducer partners with accountants to empower SMEs' spending through our connected purchasing platform. Connect your clients to Reducer using Xero or Quickbooks and we will analyze their bills to find them savings. We then share a personalized cost savings report with each client containing our findings. To save, clients simply choose the deals they'd like to take from the online report. Reducer handles the switches for a seamless and hassle-free process. Reducer allows you to compare hundreds of suppliers in just a few clicks. Simply log in to your cloud accounting platform and our app will have all the spend data it needs to perform accurate spend analysis. Businesses often don’t have time to think about the fine details of their utility contracts. By opting for Reducer, you can fix a problem your clients aren’t even aware of, save them money, and show your worth as their accountant. -
48
Joist
EverCommerce
Save time, win more jobs, and get paid faster with quick estimates, professional invoices, and payment tracking, all in the Joist mobile and web app. Win more clients on-the-spot, with detailed, and professional estimates. Customize professional invoices with your logo and send with few clicks. Easily accept payments online to save time, get paid faster, and avoid unnecessary trips to the job site. Land more jobs, win more upsells, and get paid faster by offering financing options. Automate your bookkeeping by syncing Joist jobs and clients with Quickbooks Online accounts. Store all of your client information securely in one place, accessible from your mobile device and the web. -
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Tabillo
Tabillo
Tabillo is a web-based CRM (Customer Relationship Management) & Business Productivity Platform. Built from the ground up, Tabillo is an Enterprise level platform. We are currently offering simplified, predictive Sales Automation applications to small and medium-size businesses. Most small and mid-size businesses have broken team communication, and inefficient business processes as the current customizable CRM software is expensive and complex. Businesses in the post-pc era need a simplified, ready-to-use, mobile-driven, easily customizable application platform that doesn’t cost an arm and a leg. For technology firms, we offer key User Engagement metrics within the CRM, so our customers get better insight into how their technology/software is being used by their client base. It gives them better insights into opportunities such as upsell, cross-sell, and earlier indications of potential churn -
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Sheriasoft
Sheriasoft
Digitize your matter management with organized files, integrated client SMS, and client portal. Stay on track with integrated task management. Assign tasks on the go, or create custom task flows. Integrated calendar, automatic notifications, and conflict alerts keep your firm on point. Built-in analytics help you track payments, billables, deadlines, campaigns, productivity, and more. Streamline intake and automate follow ups so you can save time, strengthen your professional network, and provide a better client experience. Our pages are just as responsive on mobile devices, allowing customers to handle their business on the go. We keep it KISS (Keeping It Simple & Satisfying). Get started in no time and spend zero time on training. No learning curve and complex workflows to keep life simple. Increase team efficiency by collaborating on tasks, Events, documents and matters.Starting Price: $12 per user per month
