TaxDome Alternative for Bookkeeping Firms

Workflow, Client Portal and Month-End Close Together

Compare Client Hub with TaxDome. Connect QuickBooks and Xero workflows, client questions and financial review. Get a mobile-ready client portal, monthly billing and free onboarding.

Compare Client Hub vs. TaxDome ↓Book a Client Hub Demo
OUR THREE COMMITMENTS

Features change.
Our commitments will not.

You can use a comparison chart and see what various products offer today. We'll win on some and maybe have some gaps, but all this can become outdated quickly.

For your firm's practice management system, consider a multi-year horizon.

Look at what won’t change. Three commitments have always defined us. If they resonate with you, we’re the right partner for your firm.

Powerful, yet simple to use

Powerful firm workflows. Simple for your team and clients.

Excellence in customer service

Get US-based support from people who know firm work firsthand. Most of our customer success team worked in firms before joining Client Hub.

Great value for firms

Straightforward per-user pricing lets your firm support unlimited clients, without per-client fees or setup costs.

See if Client Hub is the right fit for your firm.

Book a personal demo.

Compare Client Hub and TaxDome for Your Firm

TaxDome is a broad, capable practice management platform with deep roots in tax preparation.

Compare the practice management, client portal and accounting workflows your bookkeeping or advisory firm needs. Client Hub brings client requests, documents, team tasks, QuickBooks Online and Xero workflows into one workspace.

Choose Client Hub if...

• Bookkeeping, month-end close, and advisory work are the center of your firm
• You work in Xero as well as QuickBooks Online
• You want uncategorized transactions and financial review connected to practice management
• You want accounting-focused AI that can analyze financial statements
• You want monthly billing and the freedom to leave without a multi-year contract
• You want a client portal and mobile app your clients adopt without training
• You file returns as well, and want tax questionnaires, document requests, and KBA eSignatures in the same system
• You want to edit client Word and Excel files in place, without downloading them

TaxDome may be a better fit if...

• Your firm runs high-volume tax services
• You want lots of features, but are willing to live with the complexity
• A white-labeled client mobile app matters enough to pay for as an add-on
• A minimum commitment of at least one year is acceptable

Compare TaxDome Pricing and Client Hub Billing

TaxDome's published pricing is per seat, per year, in one-, two-, and three-year terms:

Essentials (solo only) — $800/year · Pro — $1,000/year · Business — $1,200/year (1-year term rates)

Its pricing page also states:

“All plans billed upfront. Installment plans are available when the invoice exceeds USD 9000”

See TaxDome's current pricing →

Client Hub offers month-to-month billing, with no minimum number of users and no multi-year term.

We want you to be sure we are right for you before you commit to a large financial outlay.

Why firms choose Client Hub over TaxDome

1. QuickBooks and Xero workflows that reach into the books

TaxDome integrates with QuickBooks Online, and that integration is built around billing: invoices and payments you create in TaxDome sync out to QBO so you are not entering them twice.

That is useful. It is not bookkeeping.

Client Hub connects to QuickBooks Online and Xero to work the books themselves — identify uncategorized transactions, send the question to the client, capture the answer against the transaction, manage month-end close, and review the financials.

TaxDome does not list a Xero integration.

Takeaway: One system for the client, the work, and the books.

2. Your tax clients run in Client Hub too

Most firms that do the books also file returns. You do not need a second system for them.

Client Hub handles the tax engagement end to end: tax questionnaires with built-in document request lists so the client answers and uploads in one pass, KBA eSignatures for the returns that require identity verification, and the same workflows, deadlines, and client messaging your bookkeeping work already runs on.

TaxDome markets integrations with Drake, Lacerte, UltraTax, ProSeries, CCH Axcess and others. Read their own documentation and those integrations are just one mechanism: a virtual printer that gets the printed return into TaxDome. No client data, return data, or e-file status moves via API between the systems.

Client Hub does the same job with the Client Hub Uploader app — Save As into the uploader and the file lands in the right client workspace, on Mac as well as Windows.

Takeaway: Your bookkeeping clients and your tax clients live in one system.

3. A client experience built for easy adoption

Client collaboration only works when clients actually use it.

Client Hub gives clients a clean portal and mobile app for messages, tasks, files, eSignatures, and accounting questions.

The experience is designed to feel familiar from the first interaction, so your team spends less time explaining where to click.

“We tried TaxDome for a year, but it never quite clicked. Client Hub made our process so much easier — especially at month-end.” — Douglas T.

Takeaway: Simple for your team. Easy for your clients.

4. AI built for accounting work

TaxDome publishes AI for document handling and AI-powered reporting.

Client Hub's AI goes at the accounting work itself. It can review a client's Balance Sheet and Income Statement directly from QuickBooks Online or Xero, analyze the figures, and highlight areas that may warrant further review — inside the same system where you manage the client, the work, and the follow-up.

Takeaway: AI that helps your team review the accounting work.

5. Pricing and commitment that flex with your firm

TaxDome publishes, per seat, on a 1-year term:

• Essentials — $800/year, solo users only
• Pro — $1,000/year
• Business — $1,200/year

Two- and three-year terms lower the annual rate. All plans are billed upfront.

Client Hub offers:

• Practice Manager — $59/user/month annually, or $79/user/month monthly
• Practice Manager Plus — $79/user/month annually, or $99/user/month monthly

All Client Hub plans include unlimited clients, unlimited storage, AI features, support, and training.

Takeaway: Pay monthly while you grow into it, or pay annually and save — without signing up for years.

What does the commitment difference mean for your firm?

Two firms can pay similar annual totals and still be in very different positions on day one.

This compares Client Hub's Practice Manager Plus with TaxDome Business on a 1-year term.

Team size
Client Hub annual
TaxDome annual
Annual difference
Due at signup — Client Hub monthly
Due at signup — TaxDome
2 users
$1,896
$2,400
$504
$198
$2,400
5 users
$4,740
$6,000
$1,260
$495
$6,000
10 users
$9,480
$12,000
$2,520
$990
$12,000
20 users
$18,960
$24,000
$5,040
$1,980
$24,000

Client Hub annual figures use Practice Manager Plus at $79/user/month annual plan; initial month figures use $99/user/month. TaxDome figures use Business at $1,200/seat on a 1-year term, billed upfront. TaxDome's two- and three-year terms carry lower annual rates. Confirm current pricing on each site.

Takeaway: Client Hub costs less per year and asks for far less before you have proven it works.

Accounting work shouldn't live outside your workflow

Resolve uncategorized transactions without the back-and-forth

Identify uncategorized transactions from QuickBooks or Xero, send questions to the client, let the client answer from the web or their phone, and keep each response tied to the transaction and the workflow.

Make month-end close easier to manage

Track the accounting work for each client alongside the tasks, owners, deadlines, and client dependencies needed to finish it — with visibility into what is done, what is missing, and what needs attention next.

Use AI to help identify what needs further review

Once the books are ready, Client Hub analyzes Balance Sheets and Income Statements from QuickBooks Online or Xero and highlights areas worth a closer look. The accountant stays in control; the review gets faster.

Edit Word and Excel files without downloading them

Open a client's Word or Excel file in Client Hub, edit it, and save — no download, no re-upload, no second copy circulating by email. The version in the client's file area is always the current one.

TaxDome previews Office files in its viewer; editing their contents means the Windows desktop app or virtual drive, or taking the file out and putting it back.

Client Hub vs. TaxDome at a glance

Decision factor
Client Hub
TaxDome
Best fit
Bookkeeping, advisory, and outsourced CFO firms
Tax-focused firms wanting one system for tax, billing, and CRM
Accounting platforms
QuickBooks Online and Xero
QuickBooks Online; Xero not listed
Accounting workflows
Uncategorized transactions, month-end close, and financial review, with unlimited clients
QBO integration centered on syncing invoices and payments
AI
Analyzes QBO/Xero financial statements to flag areas for review
Document automation and AI-powered reporting
Client collaboration
Portal, mobile app, tasks, messaging, files, and eSignature included
Portal and client mobile app; white-labeled app is an add-on
Tax engagements
Tax questionnaires with document request lists, KBA eSignatures; returns reach the client workspace via the Uploader app on Mac or Windows
Tax-program “integrations” are a Windows virtual printer plus a mounted drive — documents only, no data sync
Document editing
Edit Word and Excel files in place, no download or re-upload
Office files preview in the viewer; editing uses the Windows desktop app or virtual drive
Billing terms
Monthly or annual, no user minimum, no multi-year term
Annual terms of 1, 2, or 3 years, billed upfront
Pricing
$59–$79/user/month annually; $79–$99 monthly
$800–$1,200/seat/year depending on plan and term
Onboarding
Included at no additional cost
Implementation and client import assistance included

Takeaway: Both are capable platforms serving different centers of gravity.

The better fit depends on whether your firm's core work is tax returns or the books — and on how much commitment you want to make before you know.

Free onboarding. A simpler transition.

Changing practice management systems is already a big enough decision.

Client Hub onboarding is included at no additional cost. We help you get set up and get your team using Client Hub without charging separately for onboarding or training.

Book a Demo and Discuss Your Move

Frequently asked questions

Is Client Hub a good TaxDome alternative?

Yes — particularly for firms whose main work is bookkeeping, month-end close, and advisory. Client Hub combines practice management, workflow, client collaboration, QuickBooks and Xero integrations, and AI in one platform.

Can Client Hub handle my tax clients as well as my bookkeeping clients?

Yes. Client Hub includes tax questionnaires with built-in tax organizer and document request lists, save directly from tax software, and KBA eSignatures for returns that require identity verification, and the same workflows, deadlines, and messaging you use for the books.

Can my team edit Word and Excel files inside Client Hub?

Yes. Word and Excel files open, edit, and save inside Client Hub, with no downloading or re-uploading and no second copy in circulation. TaxDome previews Office files in its viewer; editing their contents must be done in your local file.

Does TaxDome offer month-to-month billing?

TaxDome's plans are sold in one-, two-, and three-year terms and billed upfront. Client Hub offers monthly billing on Practice Manager and Practice Manager Plus with no user minimum.

Does TaxDome integrate with Xero?

TaxDome does not list a Xero integration. Client Hub supports connected QuickBooks Online and Xero workflows on its integrations plan.

How does TaxDome's QuickBooks integration compare?

TaxDome's QBO integration syncs invoices and payments created in TaxDome into QuickBooks Online, so billing is not entered twice. Client Hub's integration works the books — uncategorized transactions, month-end close, and AI review of financial statements.

How does TaxDome pricing compare with Client Hub?

TaxDome lists Essentials at $800/year for solo users, Pro at $1,000/year, and Business at $1,200/year on 1-year terms, with lower rates on longer terms. Client Hub is $59/user/month for Practice Manager and $79/user/month for Practice Manager Plus on annual billing, or $79 and $99 monthly. Pricing changes, so confirm on each site.

Can Client Hub replace TaxDome?

For bookkeeping and advisory firms, yes — work, deadlines, team collaboration, clients, documents, requests, tax and accounting workflows all run from Client Hub.

How difficult is it to migrate from TaxDome?

Our team guides you through setup and getting your clients moved across, and onboarding is included at no additional cost.

What should my firm compare before choosing?

Compare the accounting platforms you need connected, whether your core work is tax or the books, the client experience you want to offer, and the commitment each vendor asks for before you have proven the fit.

Choose the practice management system that fits how your firm works

See the client portal, mobile app, month-end close and accounting AI in a Client Hub demo. Bring the workflows your firm wants to improve.

See Client Hub in Action