How TaxDome’s Bookkeeping Hub slashes per-client fees and turns your business into a profit machine

Manage uncategorized transactions in one secure platform — no extra costs or per-client fees, fully synced with QuickBooks Online

There’s something fundamentally wrong when your biggest business win — signing new clients — gets immediately penalized by higher software costs. Yet that’s exactly what happens when your bookkeeping workflow relies on tools that charge per client for a single slice of functionality.

What makes matters worse is that with most bookkeeping tools, your firm can’t function effectively with just one. To actually do all the work, you have to duct-tape together client portals, task trackers, file systems, and chat apps. The result?

• Fragmented client experiences
• Frustrated staff from relentless context switching
• A creeping sense that growth is working against you

We built Bookkeeping Hub to break that cycle.

Unlimited clients. No per-client fees. All included in one plan inside the same secure, one-login system your team already knows and your clients already trust.

What Bookkeeping Hub lets you do

Bookkeeping Hub turns TaxDome into your complete bookkeeping command center. You can connect directly to your clients’ general ledgers, manage transaction-level Q&A, request information and documents, handle categorization, request and collect payments, and talk to clients — all from one unified system.

Look inside the books — live, not exported

Connect directly to your clients’ general ledgers and see real-time transactions inside TaxDome. 

Ask questions where the answers belong

You spot a $3,200 charge labeled “office supplies.” Rather than sending a vague email or a spreadsheet asking about “several transactions that need clarification,” you click directly on that entry and ask, “This seems high for office supplies. Was this equipment or furniture?” Your client gets a ping in their portal (on desktop or mobile), replies right next to the transaction, and you’re done.

The same goes for document requests. Need a specific invoice? Ask in context, tied to the entry you’re reviewing. Clients respond where it makes sense, and you avoid those endless email chains and half-complete answers that turn a five-minute task into a week-long back-and-forth.

Recategorize and sync changes instantly

Once you know that $3,200 wasn’t “office supplies” but actually a new laptop, you recategorize it to “computer equipment” without leaving TaxDome. That update flows straight to QuickBooks Online — no mental to-do list to fix it later. Your reports pull the correct numbers, and your team isn’t chasing down inconsistencies a month from now.

The math behind unlimited growth

Here’s where the economics get interesting: Keeper charges $8 per client per month. Uncat charges $9 per client per month. If you serve 100 clients, that’s nearly $900 every month — just for basic categorization and cleanup features. That’s over $10,000 a year to grow your own business.

TaxDome includes these capabilities in your existing plan. The difference is that while other tools charge you more as you grow, Bookkeeping Hub scales with you at the same cost, whether you serve 50 clients or 500.

That means every new client is pure profit. And that budget you’re not spending on per-client fees? Reinvest it into your team or your processes, or put it straight into your pocket.

The real advantage: your entire practice in one place

For the first time, bookkeeping doesn’t operate in isolation. It connects with your client and team messaging, project and document management, CRM, billing, and reporting — all in one system, under one login, accessible to your entire team and every client.

This creates firm-wide visibility that delivers:

• Higher client satisfaction: when everything happens in one portal, you deliver a faster experience clients actually notice and refer.
• Greater team efficiency: with fewer tools and fewer handoffs, your staff works faster, makes fewer mistakes, and handles more clients with less stress.
• Stronger profitability: no per-client fees means every new client increases your margins, not your software bill.

This is what TaxDome delivers at scale: one workspace to run your entire firm, built to grow with you.

Built with your feedback, shaped by how firms actually work

Bookkeeping Hub didn’t start as a product roadmap item; it started with conversations. You told us where the cracks were, we took that feedback and built something better — a place where bookkeeping and practice management actually work together, not in parallel.

And we’re not stopping there. If you also offer tax services, you’ll soon have access to fully integrated tax workflows inside TaxDome. From personalized client intake to modern AI-powered prep (powered by Juno AI) and seamless delivery, the entire tax process will live in the same place as your bookkeeping workflows.

This is the same mindset that shaped Bookkeeping Hub: listen to what firms need, build with real workflows in mind, and make it easier to deliver great client service without all the friction.

We built Bookkeeping Hub as part of our complete end-to-end workflow platform for fast-growing, high-volume firms. From proposal to payment, client onboarding to year-end delivery, every workflow, service line, and client interaction lives in one unified, secure system that scales with your team and clients.