Remindoo vs ClientHub
Choosing the right practice management software can significantly improve efficiency, client communication, and business growth. While ClientHub is known for its client portal and workflow automation, many firms eventually require a broader platform that also manages compliance, proposals, CRM, reporting, and lead management.
Remindoo is an all-in-one practice management solution built specifically for UK accountants and bookkeepers. It combines CRM, workflow automation, client onboarding, Digital AML, Companies House integration, proposals, reporting, and collaboration into one platform.
This comparison explores Remindoo vs ClientHub to help you determine which solution is the better fit for your accounting practice.
What Are Accounting Firms Seeking a ClientHub Alternative?
ClientHub has built a strong reputation around its passwordless client portal, workflow automation, and QuickBooks integration. It is particularly popular among bookkeeping firms looking to simplify client communication and document requests.
However, as accounting firms grow, many require more than a client communication platform. Features such as proposal management, Digital AML, Companies House integration, HMRC visibility, lead management, and business reporting become increasingly important. These are areas where Remindoo offers a more complete practice management solution.
Remindoo vs ClientHub Feature Comparison
Below are the updated features of Remindoo and ClientHub, as of July 2026.
Overview
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Features
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Remindoo
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ClientHub
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Task Management
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Recurring Tasks
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Subtasks & Checklists
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Task Timeline
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Comments & Discussions
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Mentions & Team Tagging
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Internal & External Deadlines
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Time Recording
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Bulk Task Actions
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Snooze Tasks
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Custom Task Views
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Task Management
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Features
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Remindoo
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ClientHub
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Quick Task Creation
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Custom Views
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Recurring Task
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Subtasks & Checklists
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Workflow Checklists
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Comments & Discussions
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Team Mentions
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Internal & External Deadlines
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Time Recording
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Task Timeline
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Bulk Actions
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Workflow Only
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Workflow Stages
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Global Search
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Limited
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Workflow Stages
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Strong Filters
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Snooze Tasks
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Workflow Reminders
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Client Management
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Features
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Remindoo
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ClientHub
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Centralised Client CRM
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Client Timeline
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Client Portal
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Branded Client Portal
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Coming Soon
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Clients Self Onboard
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Companies House Sync
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Built In AML
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Risk Assessments
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Multiple Contacts
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Bulk Client Management
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Client Tags
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Dashboard & Reporting
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Features
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Remindoo
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ClientHub
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Practice Dashboard
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Workload Dashboard
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Team Performance Reporting
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Revenue Overview
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Client Movement Dashboard
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Client Growth Dashboard
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Employee Reporting
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Lead Conversion Insights
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Lead Management
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Features
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Remindoo
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ClientHub
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Leads Module
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Lead Capture Forms
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Visual Pipeline
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Custom Lead Statuses
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Convert Lead to Client
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Lead Source Tracking
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Lead Notes & Tasks
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Round Robin Assignment
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Services & Workflow
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Features
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Remindoo
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ClientHub
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Unlimited Services & Workflows
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Workflow Automation
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Custom Fields Per Service
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Estimated Time Per Service
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Trigger Date Linkage
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Partial
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Frequency Options
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Internal & External Service Types
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Intelligent Deadline Automation
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Team Collaboration
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Features
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Remindoo
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ClientHub
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Create Teams
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Team Assignment
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Unlimited Users
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Role-Based Permissions
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Core Values
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Email & Communication
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Features
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Remindoo
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ClientHub
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Microsoft 365 & Gmail Integration
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Email Triage
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Save Emails To Client Records
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Email Templates
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Automated Email Reminders
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Dynamic Email Tokens
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Bulk Client Emails
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Client Secure Messaging
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Proposal & Engagement Management
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Features
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Remindoo
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ClientHub
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Proposal Templates
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Branded Proposals
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eSignatures
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Via SignWell
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Letter of Disengagement
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Professional Clearance Letters
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Conditional Pricing
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Pricing Calculator
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Proposal to Client Conversion
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Product & Service Catalogue
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Add Prices to Catalogue
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Letter of Engagement
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Integrations & Compliance
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Features
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Remindoo
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ClientHub
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Companies House
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HMRC Integration
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Xero Integration
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Coming Soon
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QuickBooks Integration
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Coming Soon
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FreeAgent Integration
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Coming Soon
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GDPR & UK Data Hosting
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Partial
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Zapier
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Coming Soon
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Digital AML
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Cyber Essentials
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Coming Soon
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Why Do Growing Accounting Firms Need More Than A Client Portal?
Many accounting firms begin with software that helps them communicate with clients and manage simple workflows. As the practice grows, however, firms often need much more than a client portal. They require a platform that brings together client management, compliance, workflows, reporting, proposals, and internal collaboration.
Using multiple systems for different parts of the practice can increase costs and create duplicate work. Staff may have to switch between several applications just to complete a single client task, which reduces efficiency and increases the risk of missing important deadlines.
Remindoo solves this by providing an all-in-one practice management platform. From client onboarding and recurring workflows to CRM, proposals, Digital AML, and reporting, everything is managed from one central system.
For firms looking to improve productivity while reducing software complexity, having one integrated platform makes daily operations simpler and helps teams deliver a better client experience.
Which Software Offers Better Long-Term Value For Accounting Firms?
When comparing practice management software, the monthly subscription is only one part of the overall cost. Firms should also consider scalability, including features, user limits, and whether additional software will be required as the practice grows.
ClientHub offers useful workflow automation and client communication features, but many firms still require separate software for CRM, proposals, AML compliance, Companies House integration, and lead management. These extra subscriptions can significantly increase overall costs.
Remindoo combines these essential features into one platform with unlimited users and a per-client pricing model. This allows firms to expand their teams without worrying about increasing user licence costs while keeping all client information and workflows in one place.
For accounting firms planning long-term growth, choosing software that supports the entire client journey can provide greater value and reduce operational complexity over time.
Remindoo vs ClientHub Pricing
Pricing is one of the major differences between the two platforms. Remindoo follows a per-client pricing model, while ClientHub charges per user.
Most popular
Remindoo
From
/per month, per client
Essential practice management tools with client management, workflows, tasks, proposals, lead tracking, analytics, and team collaboration.
Advanced features including email triage, inbox management, enhanced client portal, and deeper analytics for growing firms.
ClientHub
From: $49 per user/month
Solopreneur
Designed for solo accountants and bookkeepers, this plan includes workflow management, dashboards, time tracking, email sync, a secure client portal, file sharing, mobile app access, eSignatures, and basic QuickBooks and Xero integration features.
Practice Manager
Priced at $59 per user/month, this plan is built for growing firms and includes everything in the Solopreneur plan while expanding practice management capabilities with a full client portal, collaboration tools, workflow management, dashboards, secure messaging, and firm-wide task management.
Practice Manager Plus
Starting at $79 per user/month, this plan includes all Practice Manager features plus advanced QuickBooks and Xero integrations, enhanced financial reporting, month-end close support, transaction management, 1099 Manager, and additional integration capabilities for firms with more complex workflows.
Why Choose Remindoo?
Remindoo is built specifically for UK accountants and bookkeepers who need more than a client communication platform. It combines CRM, workflow automation, compliance, proposals, reporting, and client management into one powerful solution.
Built Specifically for UK Accounting Firms
Remindoo includes Companies House integration, Digital AML, client risk assessments, HMRC visibility, and UK-focused compliance tools.
Unlimited Users at No Extra Cost
Unlike ClientHub per-user pricing, Remindoo allows your whole team to collaborate without increasing subscription costs.
Automate Everyday Processes
Reduce repetitive work with recurring workflows, automated reminders, intelligent deadlines, and configurable service templates.
Complete Practice Management
Manage clients, workflows, tasks, proposals, emails, reporting, and compliance from one central platform.
Win More Clients
Capture leads, manage your sales pipeline, create branded proposals, collect electronic signatures, and convert prospects into clients within one platform.
Scale Your Firm with Confidence
Whether you are a sole practitioner or a growing accounting practice, Remindoo provides the tools needed to support long-term growth.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Transform Your Accounting Practice with Remindoo
Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.
FAQs about Remindoo vs ClientHub
Yes. Remindoo provides everything ClientHub offers for workflow and client management while also including CRM, proposals, lead management, Digital AML, Companies House integration, and business reporting.
Remindoo is purpose-built for UK accountants and bookkeepers, offering several compliance and practice management features that ClientHub does not provide.
Remindoo per-client pricing with unlimited users offers better long-term value for firms planning to expand their teams.
No. ClientHub does not provide built-in proposal templates or engagement letters. Electronic signatures are available through a SignWell integration.
Yes. Remindoo includes manual AML records, Digital AML checks, and client risk assessments.
Yes. Both platforms support workflow automation. ClientHub includes AI-powered workflows, while Remindoo combines automation with CRM, compliance, proposals, and practice management.
No. ClientHub does not include a dedicated CRM or lead pipeline. Remindoo includes a complete lead management module.
Yes. The Remindoo team can assist with migrating your clients and practice data to ensure a smooth transition.
Yes. Remindoo offers a 60-day free trial, allowing firms to explore the platform before committing.
Visit the Remindoo website to explore feature pages, pricing, comparison guides, and book a personalised demo.