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How Does TaxDome Compare?

Can you spot which product dominates?

Features

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Created for Tax & Accounting Industry

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Pricing model

Unlimited Clients, Storage, Projects

One price — all features

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Feature Set
Native Apps
Client Portal

Client Portal

Multiple User Client Accounts

Client Tags

File Audit Trail

User Permissioning

Unlimited File Storage

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E-Signatures
Communication
Billing and Invoicing

Invoicing

Quickbooks Integration

Lock Documents to Bills

Multiple Currency Support

QBO Sync

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Workflow

Workflow Overview (Kanban)

Workflow Automation

Client Tasks

Multiple Assignees

Automated Emails

Time Tracking

Recurring Tasks

Task Priority

Task Templates

Task Checklists

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Branding
CRM
Support

Free Chat Support

Free Phone Support

Free White-Glove Screen Sharing

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White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions