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Eliminate Unpaid Intake Hours on Every Client File
PlatformTaxHub automatically captures, categorises, and compliance-scores your clients' income and expenses — so when files reach you, the reconstruction is already done.
No Credit Card Required. Web-based portal. Nothing to install. Works globally — no country restrictions.
How Manual Intake Eats Your Firm's Profits
Every hour spent chasing documents and cleaning up client data is money leaking straight out of your practice.
3–5 hrs
Cleanup time per client before billable work begins
40 hrs
Monthly unpaid prep across a 5-person practice
$43k
The annual financial drain of this intake problem
80%
Wasted — intake hours lost to non-billable tasks
Based on industry estimates for self-employed client intake. Individual results will vary by firm size and client mix.
See the firm dashboard in action.
Watch how a practice moves from chasing client data to receiving it organised — without changing their existing software or installing anything new.
How much is your current intake process costing your firm?
Move the sliders on our calculator to see your real number — the annual cost of your intake problem and the immediate saving from eliminating it.
Calculate My Firm's ROIWhich clients are you already serving?
By the time the file reaches you, you're not doing accounting — you're doing reconstruction. Three client types. Three different intake problems.
Hover each card to see how PlatformTaxHub helps.
This is not another system to manage.
It is a way to make the work you already do faster, cheaper and safer.
Save time
The chaotic year-end rush — chasing clients, sorting shoeboxes, reconstructing records — stops. Files arrive organised throughout the year. Your team gets that time back on every single engagement.
Higher profit margins
Every hour your team stops spending on unpaid intake prep is margin recovered. Lower cost per client means you can take on more work, price more competitively, or simply keep more of what you already earn.
Shift to advisory
Junior staff stop sorting paper and start doing real accounting work. Senior staff stop firefighting and start offering proactive planning, forecasting, and strategy — the work clients value most and pay most for.
Better client relationships
No more chasing. No more nagging. No more last-minute scrambles over missing receipts. Clients feel prepared and supported — and the friction that quietly erodes trust disappears with it.
No new software. No new systems. Just structured, compliance-scored data arriving into the tools you already use.
PlatformTaxHub sits in front of your existing stack. Clients import platform payouts, log income in plain English, and let the system auto-categorise fees and FX. When a client hits 100% compliance score, export a clean CSV directly into Xero, QuickBooks or whatever you already use. Nothing to install on either side.
Client Data
PlatformTaxHub
Your Software
1 — Keep your stack
Keep your current bookkeeping and tax systems. Nothing changes on your end.
2 — Centralise your clients
Clients import platform CSVs, describe income in plain English, and have fees and FX auto-categorised — compliance-scored in real time before they reach you.
3 — Export and file
Download a consistent, audit-ready data pack when it is time to do the work. No reconstruction. No chasing. No surprises.
How Small Accounting Firms Eliminate Unpaid Intake Hours on Self-Employed Client Files
How Do Accounting Firms Onboard Self-Employed Clients Without Losing Hours to Data Prep?
A structured intake workflow that shifts record preparation to the client side, eliminating unpaid clean-up hours before billable work begins for accounting firms and bookkeepers serving self-employed clients.
Read firm guideHow Small Accounting Firms Eliminate Unpaid Intake Hours on Self-Employed Client Files
Small accounting practices absorb thousands in non-billable intake hours annually on self-employed engagements. This firm guide examines the structural causes and the workflow change that eliminates them.
Read firm guideWhy Self-Employed Client Records Cost Accounting Firms More Than Any Other Engagement Type
Self-employed clients deliver fragmented records across apps, platforms, and currencies. This guide explains the structural cost to accounting firms and bookkeepers, and the intake-stage fix that eliminates unpaid preparation hours.
Read firm guideYour Data, Your Control
PlatformTaxHub is a client-facing data collection tool. Here is how we handle your information.
No data sold
Client data is never shared with or sold to third parties. Period.
Client ownership
Data ownership remains with you and your client. Export or delete anytime.
Read-only firm access
Your firm views client data but cannot modify it — protecting both sides.
Frequently Asked Questions
Stop absorbing intake costs your clients should be carrying.
Web-based portal. Nothing to install. Works globally. CSV exports compatible with Xero, QuickBooks and all major accounting software.