Bookkeeping hub
Centralized bookkeeping for accounting firms, integrated with client GLs.
Executive Summary
TaxDome's Bookkeeping Hub is a centralized workspace designed specifically for accounting and tax firms to streamline their bookkeeping operations. Fully integrated within the TaxDome platform, it connects directly to clients' general ledgers, including popular systems like QuickBooks Online and Xero, providing a unified view of financial transactions. This eliminates the need for separate bookkeeping software and associated per-client fees, making it a cost-effective solution for firms. The hub empowers bookkeepers to efficiently identify and manage uncategorized or incorrectly entered transactions. It facilitates seamless communication with clients, allowing firms to ask follow-up questions and request missing information directly within the platform. This integrated approach helps firms process bookkeeping transactions more quickly and accurately, enhancing productivity and client service. By centralizing general ledger management and client communication, the Bookkeeping Hub helps firms manage a larger client base without increasing software overhead. It aims to transform bookkeeping into a more profitable service line, with firms potentially saving over $12,000 annually. The platform also supports compliance with built-in audit trails and operates within TaxDome's secure, SOC 2 Type II certified environment.
Use Cases
- Categorizing uncategorized transactions from client general ledgers.
- Communicating with clients to clarify transaction details or request missing information.
- Managing multiple client bookkeeping tasks and general ledgers from a single platform.
- Streamlining bookkeeping workflows to improve efficiency and reduce manual effort.
- Reducing software costs and eliminating per-client fees for bookkeeping services.
Features
Visibility
- Centralized GL Management: Manage all client general ledgers and bookkeeping tasks from a single, unified workspace.
- Transaction Categorization: Review and categorize uncategorized transactions directly within TaxDome.
- Client Communication Hub: Communicate with clients to request missing information or clarification on transactions.
Technical Specifications
- Architecture
- Multi-tenant SaaS
- Deployment
- SaaS
- API Available
- No
Integrations
- QuickBooks Online
- Xero
- Zapier
- IRS
- Companies House
- Payment Processors
Security & Compliance
Certifications: SOC 2 Type II
Encryption: Data encryption for secure client data and file sharing.
Pricing
- Model
- Per seat/year
- Starting Price
- $800/year per seat (Essentials, 1-year commitment)
- Target Customer
- Accounting Firms,Bookkeeping Firms,SMB,Mid-Market,Enterprise
- Contract Type
- Annual subscription with 1-, 2-, or 3-year commitment
About TaxDome
TaxDome is an accounting practice management software designed to streamline firms by replacing multiple tools and simplifying their tech stack. It offers an all-in-one workflow automation solution specifically built for tax, bookkeeping, and accounting professionals.
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