Comparing TaxDome and Jetpack Workflow Features
Features
Built for Tax and Accounting Industry
Client Portal
Mobile App
Unlimited E-signatures and KBA
Automated Workflow
Billing & Invoicing
Virtual Drive
CRM
Secure Document Storage
Customizable Organizers
Custom Branding & URL
Website Builder
Calendar View
Document Pre-fill
Recurring Invoices
QBO Sync
Email Sync
Bulk Mail
Company Positioning / Philosophy of TaxDome and Jetpack Workflow
Jetpack Workflow is very clear about what their product does (it’s literally in the company name) — it’s a workflow management system. It allows you to keep track of various client projects, know what deadlines are coming up and which team member is working on what. In other words it’s definitely a must-have tool for a modern tax practice.
While this type of software is key to running an effective practice, it can’t be the only system you’ll need to run the practice. Just like a great rug can “tie the room together” — you also need actual furniture on top.
TaxDome offers workflow and all the other “furniture” pieces you need — client portal, mobile app, billing & invoicing, CRM, secure document storage and much more.
Thus the chief difference comes down to this — would you rather subscribe to, integrate and run 10 different apps (one of which will be Jetpack Workflow) or just one – TaxDome?
TaxDome vs Jetpack Workflow pricing
CA$720
per year, per user
for a 3-year subscription plan
TaxDome offers one pricing plan — CA$60 per month per user (*with a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.
$36 - $39
per year, per firm user
Jetpack Workflow also has two plans that cost $36 and $39 per month per user, accordingly.
Free support
Setup and Training
Jetpack Workflow offers a paid setup and training package called Kickstarter for $299. That includes a customer success manager, client import, and live training.
Training & support is always free and included with TaxDome. We also offer live training, client import and a dedicated success manager free of charge. White-glove concierge onboarding with live screen-sharing is included and can be booked at any time.
