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Cut the Non-Billable Hours Client Records Cost You
PlatformTaxHub is the record-keeping layer for accountants and bookkeepers. Your clients' records reach you organised and ready to work on, wherever they are and whatever currency they earn in.
Web-based portal. Nothing to install. Works globally — no country restrictions.
Still rebuilding client records before the real work can start?
Paperwork arrives late and all at once: receipts, bank statements, spreadsheets, screenshots of payouts. Half of what you need is missing, so you chase. Categories are invented or mixed up. You rebuild it all before the job begins, and most of those hours never reach an invoice.
65.2%
Named client data their biggest workflow challenge
52.4%
Wait days for documents the client already has
63%
Hit workflow problems in the year surveyed
55.9%
Lost work-life balance to those workflows
All four figures: Financial Cents, 2024 State of Accounting Workflow Automation, 367 responses.
What is the record-keeping layer?
It sits between your clients and your practice, and it cleans up record keeping before anything reaches you. Instead of paperwork, receipts, bank statements and screenshots arriving in a pile, your clients record what is in them: income and expenses in one place, and a Filing Readiness Score that shows them what is still missing. By the time the file reaches you, the sorting, chasing and rebuilding are done.
What do client records cost your firm?
Put in your hourly cost and number of clients, and see how many hours per client the plan needs to save to pay for itself.
This is not another system to manage.
It takes the chasing and rebuilding out of the work you already do.
Less rebuilding. More billable work.
The hours you spend rebuilding records go back to the work clients pay for.
Stop chasing. See what's missing.
Every client's readiness and outstanding items in one dashboard, updating while they work.
Every client. One intake.
Traditional businesses, mixed income and platform-only earners, all through the same process.
Any country. Any currency.
Foreign amounts arrive converted, with the rate recorded.
Works with your accounting software.
Export each client's results and use them in the software you already work in. Nothing to install.
See how it works
One minute: invite a client, watch their file come together, start work when it is ready.
One intake problem. Three levels of it.
Every self-employed client makes you chase records. Platform income adds a layer your current workflow wasn't built for. Clients who earn only through platforms bring nothing else.
Base problem
Traditional businesses
- Who
- Service businesses, professional services, landlords and sole traders.
- The problem
- Chasing receipts, statements and documents the client already has.
- How PlatformTaxHub helps
- Records arrive categorised, with a Filing Readiness Score that shows the client what's still missing before they send it.
Compounded
Mixed income
- Who
- Traditional businesses that also earn from or through platforms, like a landlord who also lets through Airbnb.
- The problem
- The same chasing, plus platform payouts with fees already taken off, in different currencies.
- How PlatformTaxHub helps
- Both sides in one organised picture, with platform fees separated out and every exchange rate recorded.
Most compounded
Platform income only
- Who
- Businesses that earn only from or through platforms.
- The problem
- All of that, with no bookkeeping history and no prior-year file. The platform exports are the records.
- How PlatformTaxHub helps
- Platform data arrives as structured records, so a file you would price defensively becomes one you can price and serve profitably.
No new software to learn. Organised client records for the software you already use.
PlatformTaxHub works alongside the accounting software you already use. Your clients keep their records in it, and when a client's Filing Readiness Score reaches 100%, you export the results as CSV files and bring them into your own software. Nothing to install on either side.
Client Data
PlatformTaxHub
Your Software
Keep your software
Keep the accounting and tax software you use now. Nothing changes on your end.
Centralise your clients
Clients import platform CSVs, describe income in plain English, and have fees and FX auto-categorised — readiness-scored in real time before they reach you.
Export and file
Download a consistent, audit-ready data pack when it is time to do the work. No reconstruction. No chasing. No surprises.
Your Data, Your Control
PlatformTaxHub is the record-keeping layer your clients use. Here is how we handle their 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.
How Small Accounting Firms Cut Non-Billable 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 guideStop absorbing intake costs your clients should be carrying.
Web-based portal. Nothing to install. Works globally. Export client records as CSV files for the accounting software you already use.
Frequently Asked Questions
PlatformTaxHub is the record-keeping layer between your clients and your practice. Clients import their platform payout reports with AI-powered column mapping, log income in plain English, and have platform fees and foreign currency amounts categorised on every entry, so nothing needs reformatting. A Filing Readiness Score (0–100) shows them what is still missing before the file reaches your team. How much that removes from your intake depends on your client mix and how you work now, so the ROI calculator uses your own numbers rather than ours.
No. It works alongside your existing software as the record-keeping layer your clients use. When a client's Filing Readiness Score reaches 100%, export their records as CSV files and import them into the accounting software you already use. Nothing changes in your own software.
When you open a client file in the firm dashboard, click 'AI Readiness Summary' to get an instant plain-English brief: whether the file is ready, nearly ready, or not ready; the single biggest blocker; and an estimated hours-to-complete figure. This replaces the manual process of reading through every outstanding item before deciding whether to start work.
The score runs from 0 to 100. Most of it comes from what the client has actually done in PlatformTaxHub: income and expense records added, bank statement matched, tax estimate run, and tax ID and business details in place. The rest comes from the client confirming they hold the evidence behind those records, and every confirmation is timestamped so you can see it. Clients see what is still missing and fix it before the file reaches you.
Yes. The Practice plan is built for a single practitioner: it covers you plus one team member and up to 5 client seats, which is the usual shape of an independent bookkeeping practice. Everything works the same way — you invite clients, their records arrive categorised with a filing readiness score, and you export to whatever software you already use. Nothing about the workflow assumes a team.
Yes. PlatformTaxHub works for any client with fragmented income — bank deposits, cash payments, invoices, transfers, rental income. No platform dependency required. It is built for any self-employed earner whose records arrive disorganised.
You add the client's name and email in your firm dashboard. They receive a personalised secure link and complete setup in under 5 minutes. Their filing readiness score appears in your dashboard as soon as they start adding records. No technical setup required on either side.
Yes — 7 days free. Invite up to 5 clients to test the full workflow before committing.