Accounting firm owner struggling to choose between tax practice management software with and without a client portal.

Firm360 lacks a client portal, which is critical for client communication and document sharing; post implies that existing software options do not provide a complete package with both robust practice management and client-facing capabilities.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 7, 2026

App Concept

ClientHub for Tax Firms

An all-in-one tax practice management platform that combines project management, time tracking, billing, and a secure client portal. Eliminates the need to juggle between separate systems for internal workflows and client communication.

Key Features

Integrated client portal for document sharing and secure messaging
Built-in project management with workflow automation
Time tracking and billing synced with client accounts
Real-time dashboard for firm-wide visibility

Target Users: Small to mid-sized tax and accounting firms (2-20 staff) looking to consolidate their software stack.

Revenue Model: $50-$100 per user per month subscription with tiered pricing based on firm size and feature access.

Existing Solutions Mentioned

Firm360CanopyPractice CSKarbon

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