Comparison

Remindoo vs Client Hub

Client Hub is a workflow and client communication tool built closely around bookkeeping work and uncategorized transaction queries. It suits bookkeeping firms whose biggest friction is getting clients to answer transaction questions. Remindoo is practice management and CRM priced per client with unlimited users, and suits bookkeeping firms that also need capacity reporting, time data and a full client record across services.

In short

Client Hub is a workflow and client communication tool built closely around bookkeeping work and uncategorized transaction queries. It suits bookkeeping firms whose biggest friction is getting clients to answer transaction questions. Remindoo is practice management and CRM priced per client with unlimited users, and suits bookkeeping firms that also need capacity reporting, time data and a full client record across services.

Last updated: September 2026

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How Remindoo and Client Hub differ

Client Hub is built around a specific bookkeeping pain: the pile of transactions nobody can categorize without asking the client. Remindoo handles questions and requests generically, as part of a wider practice management system.

If that one workflow is the bottleneck in your month, a specialized tool has real value. If the bottleneck is knowing whether 180 closes are on schedule and whether your team can carry them, the wider system matters more.

Where Client Hub is strong

A comparison that claims the other product is bad at everything is not worth reading. These are real reasons firms choose Client Hub.

Purpose-built for bookkeeping queries

Turning uncategorized transactions into client questions is a specific, real workflow and the product handles it directly.

Tight fit with monthly close work

The design assumes recurring bookkeeping rather than annual tax work, which suits a CAS practice.

Simple client experience

Clients answer questions without needing to understand accounting software.

Feature comparison

Every cell below contains readable text rather than an icon, so screen readers, search engines and AI assistants can all read it. Where a competitor capability varies by plan, the cell says to check the current plan rather than guessing.

CapabilityRemindooClient Hub
Pricing modelPer client, per monthPer user, per month — check current pricing
Cost of adding seasonal staffNo additional charge, users are unlimitedIncreases with each additional user
Client records and CRMIncludedIncluded
Recurring work and templatesIncludedIncluded
Internal and external due datesYes, both tracked on every taskCheck current plan
Automated document requestsIncludedIncluded
Client portalIncluded at no per-user costIncluded
Time trackingIncludedCheck current plan
Billing and invoicingIncluded on GrowthCheck current plan
Capacity and utilization reportingIncludedCheck current plan
Proposals and engagement lettersIncluded on GrowthCheck current plan
IRS integration or e-filingNo, and none is claimedCheck Client Hub's current documentation
Free trial60 daysCheck current offer
Transaction query workflowGeneral question and request trackingA core strength

Last updated: September 2026. Competitor capabilities and pricing change; verify anything decision-critical directly with Client Hub before you buy.

Pricing model: per user versus per client

Client Hub is priced per user, per month — check current pricing on their site, because it changes and quoting a figure here would be unreliable. Remindoo is priced per client, per month, at $0.90 on Core and $1.00 on Growth, in USD, with unlimited users on both.

The practical difference is direction. Under per-user pricing, the bill rises when you hire, including when you hire for ten weeks in the spring. Under per-client pricing, the bill rises when your book grows and stays flat when your team does.

That is not automatically cheaper. A firm with 600 clients and four staff may well pay less per user. A firm with 250 clients and fourteen people, three of them seasonal, almost always pays less per client. Run your own numbers, and run them at peak headcount rather than average.

Who should choose which

Choose Client Hub if

You are bookkeeping firms whose biggest friction is getting clients to answer transaction questions.

Choose Remindoo if

You are bookkeeping firms that also need capacity reporting, time data and a full client record across services.

Trial both if

You are between the two descriptions above. Both have trials, and a single real cycle of your own work tells you more than any comparison page, including this one.

Migrating from Client Hub

Export client and contact data and import the structured file.

Rebuild your close checklist as a Remindoo workflow template, which is usually one template with a few variants.

Decide how transaction queries will be handled. In Remindoo they are tracked requests and questions rather than a dedicated transaction feature.

Run one close cycle in parallel before switching.

See the full market first

Our guide profiles Remindoo alongside Client Hub and six other platforms, with a best-for line for each.

Read the buyer's guide

Related reading

  • Full pricing detail, including a worked example of a firm adding three seasonal staff, is on the Remindoo pricing page.
  • For the wider category, see CPA practice management software or tax practice management software.
  • Feature-level detail is on the features index.

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Frequently asked questions

Does Remindoo pull uncategorized transactions from QuickBooks?

No. Remindoo does not import transaction-level data for client queries. Questions and document requests are created and tracked within the engagement.

Which is better for a CAS practice?

If the single biggest cost is transaction queries, the specialized tool is strong. If you also need capacity, time and multi-service visibility, the wider platform generally wins.

How does pricing compare?

Client Hub prices per user — check their current pricing. Remindoo is per client with unlimited users, which suits high client counts with leveraged teams.

Can we keep both?

Some firms do during a transition. Agree which system clients are told to use, or you will train them into two habits.

Does either replace QuickBooks or Xero?

No. Both manage the firm's process; the client's books stay in the accounting software.

Compare Remindoo and Client Hub on your own work

Book a walkthrough with your client count and service mix, and we will be straight with you about where the other product would suit you better.