Comparing TaxDome and Karbon 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
Shared inbox
Bulk mail
Simple & transparent pricing
Firm wiki (SOPs)
Secure communication
Engagement letters
Proposals
Implementation & support
included
(from $299-$9999+)
Company positioning / philosophy of TaxDome and Karbon
Karbon is a practice 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 need. 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 Karbon) or just one — TaxDome?
Why TaxDome
TaxDome vs Karbon reviews
Karbon has over 475 reviews on G2 with an average score of 4.8/5.
TaxDome has over 2,700 reviews on Capterra with an average score of 4.8/5.
2,700+
475
TaxDome vs Karbon Workflow pricing
CA$720
per year, per user
TaxDome offers one pricing plan and multi-year subscription options. The plan is CA$60 per month (for a 3-year subscription).
$948
per year, per firm user
Karbon has three different price plans that vary from $59 per month per user to “call us to find out”.
