ClientBrief vs Client Hub

Client Hub Alternative: ClientBrief ($7.99/mo, No Per-User Fees)

Client Hub combines client messaging, task tracking, and document requests into one communication hub for bookkeeping and accounting firms. ClientBrief keeps it to the one job — get documents from clients — without the messaging and task layer.

By the ClientBrief Team · Last updated August 2026

Client Hub starts at $49/month for a single user (Solopreneur plan), scaling to $59-79/user/month on team plans billed annually. If your team just needs a fast way to collect documents rather than a full client communication hub, ClientBrief does that for a flat $7.99/month.

Client HubClientBrief
Starting price$49/month solo; $59-79/user/month for team plans, annual billing$7.99/month flat, unlimited clients and checklists
Client login requiredYes — client portal accountsNo
Setup timeClient communication hub with messaging, tasks, and document requests to configureCreate a checklist and send it in minutes
Auto-remindersYesYes
Best forFirms wanting an all-in-one client communication and task hubSolo practitioners and small firms who want simplicity

Switching from Client Hub

Client Hub's team plans are billed annually, so check your renewal date before switching a whole team over. For a solo practitioner on the Solopreneur plan, moving is simpler: export your client list, rebuild your checklist in ClientBrief, and send it out — you lose the messaging and task layer, but keep straightforward document intake at a fraction of the cost.

Frequently asked questions

Does ClientBrief include Client Hub's messaging and task tracking?

No. ClientBrief is checklist-and-upload only — there's no client messaging thread or internal task tracking. If your team relies on Client Hub as a communication hub rather than just for document requests, you'd lose that layer by switching.

How does ClientBrief's price compare to Client Hub?

Client Hub starts at $49/month for a single user (Solopreneur plan), scaling to $59-79/user/month on team plans billed annually. ClientBrief is $7.99/month flat, unlimited clients, no per-user cost.

Can I migrate from Client Hub to ClientBrief?

Yes, for document collection specifically. Export your client list, build your checklist template in ClientBrief, and start sending it. You'd need a separate solution for client messaging and task tracking if you still rely on those Client Hub features.

Who's better off staying on Client Hub?

Firms that use Client Hub as their main client communication channel — not just for document requests — will lose real functionality moving to a collection-only tool. Client Hub fits teams that want messaging, tasks, and documents in one place.

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