Client Hub connects directly to QBO with Books Review, syncing uncategorized transactions and surfacing AI-powered review suggestions. ‍ TaxDome supports basic QBO imports, but lacks review automation and deep accounting context.
Built-in AI That Actually Saves Time
Client Hub’s AI suite—Magic Books Review, email reply drafts, workflow generators, and document search—helps your team work smarter.
TaxDome focuses on document automation (tagging, sorting), with no proactive task or email AI.
Designed for Client Collaboration
Client Hub includes a clean, mobile-ready client portal with shared task lists and real-time feedback. ‍ TaxDome offers a robust portal, but it can feel dense and harder for some clients to navigate.
Save Big with Client Hub
Client Hub includes everything in one plan—AI tools, QBO sync, workflows, client portal, and support.
$69/user/month (annually) or $79/user/month (monthly) with no client-based billing, no hidden fees, and all features included.
TaxDome starts at ~$800/user/year, billed annually only. Add-ons and features may increase cost depending on firm needs. No month-to-month plan, so you're locked in for at least a year.
"We were hesitant to switch platforms, but Client Hub made the transition painless. Our clients find it so much easier now that we are on Client Hub."
New
Resolve all Uncategorized QuickBooks Transactions for free!
Our award-winning QuickBooks integration is now free for firms and their clients.
Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.
Then, it’s Easy as 1, 2, 3 …
Client Hub Auto-magically syncs uncategorized transactions to your client.
Your client provides more info – on the web or on the go in our mobile app.
You review and update QuickBooks - right from Client Hub.
Unmatched deep QuickBooks integration featuring our powerful Books Review capability that automatically identifies issues and saves hours on monthly closes.
Basic QuickBooks connection lacking advanced financial review and month-end close features.
🧠AI… No hype, just real value
Magic Answers
An incredible personal assistant in your practice management system. Ask anything and it will answer your questions, even from information within your PDF, Excel and other client files.
Magic Books Review
Save hours on each monthly close with AI-based review of Balance Sheet and P&L, highlighting accounts and transactions for further review.
Magic Email Replies
Your intelligent inbox assistant that drafts professional client responses in seconds – cutting email management time by up to 70%.
Magic Workflow
Generate a step-by-step workflow for any new client engagement.
Offers document tagging and naming—helpful, but no task, email, or workflow AI.
đź‘Ą Client-First Experience
Built specifically for client experience excellence, with an amazing branded client experience at the core. For example, only Client Hub has a mobile app for your clients, crafted to collaborate better with your team, and give them the modern experience your firm is proud to stand behind.
Includes a capable client portal, but user experience can feel cluttered with too many nested tools.
đź“‚ Document Management
Sophisticated yet straightforward document management built into the experience. And an incredible Magic Answers capability for unmatched AI-based answers from these documents.
Basic document storage without intelligent search or AI analysis capabilities.
🤝 Team Collaboration
Everything about the client is easily available to everyone on your team who works with the client. Easily Pin items – Emails, client communications and more – for Quick Action.
Limited capabilities, with no pin actions.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
Robust but denser interface, with longer onboarding and more layers to configure.
“With Client Hub, our month-end tasks got faster—and our clients now understand what we’re working on, in real time.”
Frequently Asked Questions
How does Client Hub's pricing compare to TaxDome?
TaxDome starts at $800/user/year, billed annually only. Client Hub is available for $69/user/month (annually) or $79/user/month (monthly), with no feature gating or client-based billing.
How easy is it for my team to learn Client Hub?
Client Hub is founded on a clean, clear design that you and your team will find intuitive. It's easy to learn and enjoyable to use.
How difficult is it to migrate from TaxDome to Client Hub?
Migration is straightforward and well-supported. Our team guides you through every step, ensuring you can start working with your clients in Client Hub with no disruption.
What makes Client Hub's QuickBooks integration better than TaxDome?
Our unique Books Review capability automatically reviews your clients' QuickBooks data, identifying potential issues in Balance Sheets and P&Ls, flagging transactions that need attention, and dramatically reducing the time spent on monthly closes. This feature alone saves our typical customer hours per client each month.
Ready to Make the Switch from TaxDome to a More Innovative, Client-Focused Solution?
