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Wie vergleicht sich Taxdome?

Können Sie erkennen, welches Produkt dominiert?

Eigenschaften

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Erstellt für die Steuer- und Buchhaltungsbranche

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Preismodell

Unbegrenzte Anzahl von Klienten, Speicher, Projekten

Ein Preis - alle Funktionen

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Funktionsumfang
Systemeigene Apps
Kundenportal

Kundenportal

Mehrere Benutzer-Kundenkonten

Client-Tags

Datei-Audit-Pfad

Benutzerberechtigung

Unbegrenzter Dateispeicher

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E-Signaturen
Kommunikation
Abrechnung und Fakturierung

Fakturierung

Quickbooks-Integration

Dokumente an Rechnungen sperren

Unterstützung für mehrere Währungen

QBO Sync

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Arbeitsablauf

Workflow-Übersicht (Kanban)

Workflow-Automatisierung

Kunden Aufgaben

Mehrere Beauftragte

Automatisierte E-Mails

Zeiterfassung

Wiederkehrende Aufgaben

Aufgabenpriorität

Aufgabenvorlagen

Aufgaben-Checklisten

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Branding
CRM
Support

Kostenloser Chat-Support

Kostenloser telefonischer Support

Kostenlose White-Glove Bildschirmfreigabe

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White-glove Support &
Schulungssitzungen inbegriffen

Persönlicher Support, Kundenservice-Chat und Onboarding-Sitzungen mit Bildschirmfreigabe ohne zusätzliche Kosten für alle Kunden und Probebenutzer.

  • Wissensdatenbank
  • Webinare
  • Community
  • Bildschirmfreigabe
  • Premium-Support*
  • Kostenlose fortgeschrittene Teamschulung*

Verfügbar in dem Pro Plan.

TaxDome ist das beste Projektmanagementsystem mit kostenlosem Support und Schulungen