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
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
2
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 -
3
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. -
4
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 -
5
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 -
6
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 -
7
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 -
8
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. -
9
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 -
10
TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $58 per 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
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. -
13
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. -
14
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 -
15
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 -
16
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 -
17
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 -
18
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 -
19
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. -
20
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 -
21
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. -
22
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 -
23
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 -
24
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 -
25
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. -
26
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. -
27
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 -
28
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 -
29
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 -
30
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 -
31
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 -
32
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 -
33
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 -
34
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. -
35
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 -
36
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 -
37
Slingshot
Slingshot
Slingshot is an all-in-one digital workplace that boosts team results. Only Slingshot truly aggregates data analytics, project and information management, chat, and goals-based strategy benchmarking – all in one, intuitive app. Create calm and efficiency across teams, departments, and external clients by making it easier to find and access information. Leverage actionable insights by making it easier for your team to utilize data to improve productivity. Achieve better results when everyone is focused and engaged on the same objectives and strategies. Design a culture of ownership and responsibility with better workflow transparency. More and more organizations are turning to Slingshot to accelerate their workplace capabilities, ensure project success and provide revolutionary software solution to unleash the power of their teams. Slingshot connects to your essential business tools making it your project control center.Starting Price: $12 per user per month -
38
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. -
39
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 -
40
Tape
Tape Technologies
Tape is a mobile workspace in the cloud. From task management, HR processes, sales pipeline or inventory lists all sorts of use cases can be implemented using customizable apps. Users can change fields and create new use cases and apps anytime. Furthermore, Tape is a collaboration tool that combines the simplicity of information management with real-time collaboration and file sharing. Users can quickly share files, see everyone's tasks at all times, and stay up to date on connections between people or projects easily. Everyone within the team has access to the same files and workflows at all times. Confidential things remain confidential - Tape creates transparency only where applicable. Access to files, workflows and project statuses - always and everywhere using the iOS and Android mobile apps.Starting Price: $9/user/month -
41
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 -
42
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. -
43
Accru
Accru
Accru is an accounts receivable platform designed for small businesses and freelancers seeking to reduce payment delays, improve cash flow visibility, and eliminate manual follow-ups. Built to integrate seamlessly with QuickBooks, Accru automates key AR processes such as payment reminders, customer statement generation, and client communications. Key Features: Automated customer reminders and smart follow-ups Real-time tracking of receivables and cash flow Personalized client payment portals Detailed, easy-to-read statements Seamless sync with QuickBooks Unlike traditional invoicing tools, Accru is built around the client experience. Its transparent communication tools and automated workflows reduce friction, improve customer satisfaction, and help businesses get paid more reliably—without needing to chase payments. -
44
CanTicket
CanTicket
Reduce the friction of overbearing clients and repetitive tasks with our unique client request portal and reoccurring checklists. Capture those lost expenses and run reports on your clients, projects, and team. Keep on top of the team's deliverables. Capture lost expenses, assign a project lead, and request feedback on projects. Firstly you will save on by reduce the number of overlapping software subscriptions you are using to run your business. Capture lost expenses on job cards, and identify your overserviced clients. Reduce phone calls, back and forth communication in account management with our client request dashboard. We have designed our software to be cloud-based, simply add the website to the home screen of your device to access the mobile site. It was designed to streamline workflow, but when used properly, you can turn it into a revenue stream for your business. Increase productivity and manage tasks simply.Starting Price: $18 per month -
45
Remindoo
Accotax LTD
Remindoo is an AI-powered practice management platform built specifically for accountants and bookkeepers. It centralizes tasks, clients, workflows, and team collaboration into one intuitive system. Automated task management helps firms stay on top of deadlines without constant manual follow-ups. Remindoo supports recurring jobs, detailed task tracking, and real-time visibility across teams. Built-in time recording improves productivity and profitability tracking. Smart filters and global search make it easy to manage growing workloads. Remindoo allows firms to focus on growth while automation handles the operational complexity.Starting Price: £19.55/month -
46
Hubshare
M-Files
Hubshare is a collaborative work and document sharing platform for companies. Connect all your information in one dashboard, and create branded, customized hubs for your clients. All relevant interactions are available in one view, with the ability to manage a limitless number of hubs within one installation. Hubshare has several modules for different types of needs, all connected through a customizable dashboard that helps you keep your interactions in order. Build a branded digital workspace to share up-to-date information and customize the collaboration experience for your clients and internal teams. Thousands of customers – and hubs – and several projects for each customer can be a hassle to manage. With Hubshare Project Management module, you can easily manage them all in one view. -
47
Mesha
Mesha
Mesha is a powerful AI product to replace your entire finance team, helping streamline billing and communication processes for businesses. Mesha’s intelligent AI billing assistant automates invoicing, client follow-ups, and auto reconciliation with bank accounts. Mesha is integrated with all leading accounting software including Xero and Quickbooks. -> Mesha understands past client behavior to create personalized payment reminders, follow ups and engages/replies with clients automatically to help businesses get paid faster and improve cash flow -> Mesha is integrated with your invoicing and accounting software, and uses AI to generate insights into how to improve DSO and get clients to pay faster -> Mesha replaces an entire Accounts Receivables team at a fraction of the cost, while being able to handle more clients with more personalized follow ups.Starting Price: $29 per month -
48
Zocks
Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.Starting Price: $67 per user per month -
49
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
50
Nuntor
Nuntor
Nuntor is a proposal-first platform designed to simplify how businesses share and manage client-facing documents. It allows users to create a single, stable link for proposals and other documents that can be updated without needing to resend files. The platform ensures that recipients always access the most current version, even if pricing, scope, or content changes. Nuntor supports various document types, including proposals, pricing sheets, sales decks, and reports. It also maintains QR code continuity, so printed or shared links remain valid even after updates. With features like password protection and access controls, users can securely manage document sharing. By eliminating version confusion, Nuntor helps streamline communication and improve client workflows.
