How does TaxDome compare with FYI?

Both TaxDome and FYI are excellent choices for document storage and management, but there are vital differences separating the functionality of the two platforms.

FYI is a document management and productivity tool that offers team collaboration and some task automation. While it does well in streamlining document storage and management, it doesn’t offer a dedicated client mobile app or several other tools needed to run a highly efficient accounting practice.

TaxDome provides a broad range of features that extend beyond document management to include many capabilities for firm management (CRM, invoicing, integrations, comprehensive practice overview) that include the entire customer experience. TaxDome enables secure client communication through a top-rated portal and easy-to-use mobile apps for iOS and Android. By providing an outstanding customer experience, firms are able to increase client retention and improve their brand image.

On the practice management side, TaxDome’s automation goes above and beyond by giving firms the power to adjust their operations using if-then scenarios. With TaxDome’s custom conditional automations, firms can automatically direct a job’s movement through stages based on filter tags that differentiate various client needs. For example, a firm can set an automation to send different engagement letters based on whether the client is tagged as new or returning. As a result, firms can create truly scalable processes, save time and money, and improve accuracy.

To put it another way, FYI is like the frame of a well-built house — sturdy and a great beginning. TaxDome is the house, with all the nuances that make it a home.

 TaxDome improves your client’s experience

 How do accounting clients feel about TaxDome? See for yourself.

 TaxDome’s client mobile app is rated as one of the top 80 finance apps in the App Store, with more than 3 million clients using it to communicate with their accountants Users love that it’s easy to navigate, efficient, and that they can securely upload their documents using their mobile devices.

 Additionally, TaxDome’s client portal allows your clients the same ease in communication, document sharing and signing, and invoice payments from their laptop or desktop computers.

 Part of building a successful accounting firm is not only building a client base but maintaining it year after year. Clients who work with their accountants through TaxDome enjoy an outstanding user experience. Through both our industry-leading client portal and our mobile app, you can offer your clients an accounting experience that’s never been easier.