TaxDome is an all-in-one practice solution for tax and accounting firms. An important part of our product is workflow. Because of that, we are sometimes asked ‘How does TaxDome compare with Asana?’
This post is not your traditional feature vs feature type of comparison (although we will get that out of the way too). Rather, the goal here is to provide an insight into the philosophy behind each product.
Asana is a general project management tool used by all kinds of organizations for all kinds of projects — as an IT helpdesk, bug tracking system, HR candidate tracker and so on. Their philosophy might be described as — “Let’s be the Excel of the cloud era”. A flexible tool that can be used to manage any project.
If you plan to use it to manage your practice there is only one problem — running a tax or accounting practice requires a lot more than just managing projects. And that where Asana comes, well, not just short — it doesn’t really come at all. Asana was designed to be an internal team management tool — while accountants and tax professionals must work with and provide deliverables to external clients. For that you need a number of other tools to run the practice — a client portal, secure document storage, electronic signatures, website hosting, billing and invoicing system, communication hub, mass mail, and so on.
As TaxDome was built from the ground up for accountants who work with external clients. It includes all of these features in one package.
Asana can be thought of as a great flat head screwdriver while TaxDome is a professional screwdriver set. Deciding on which one better suits your practice comes down to figuring out exactly what tasks you will need to do.
In the spirit of full transparency, we should mention what you won’t be able to have with TaxDome.
A somewhat limited free plan. While we are happy to give you a completely functional two week trial, we don’t have a ‘freemium’ model that provides free access to a restricted version of the software. Our trial includes full functionality and, as always, free concierge onboarding sessions to get you and your team up and running quickly and easily.