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 Jetpack Workflow?’
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.
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?
Jetpack Workflow offers a paid setup and training package called Kickstart for CA$299. That includes a customer success manager, client import and live training.
TaxDome offers white-glove onboarding, team training, client import and dedicated success manager free of charge.