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How does TaxDome compare with ClickUp?

In the realm of practice management, TaxDome stands out as a leading solution that truly empowers tax, bookkeeping and accounting firms. It seamlessly automates workflows, offers a collaborative platform for your team, and ensures an exceptional client experience.

How does TaxDome compare with ClickUp?

Comparing TaxDome and ClickUp features

Features

TaxDome logo
ClickUp logo

Built for tax and accounting industry

 
 

Client portal and mobile app

 
 

Unlimited e-signatures and KBA

 
 

AI-powered reporting

 
 

Workflow automations

 
 

Companies House integration

 
 

IRS integration

 
 

Zapier integration

 
 

Two-way SMS messaging

 
 

Time and billing

 
 

Virtual drive for secure doc storage

 
 

Multi-language support

 
 

Customizable organizers (forms)

 
 

Website builder

 
 

Custom branding and URL

 
 

QuickBooks Online sync

 
 

Document pre-fill

 
 

Company positioning: the philosophy behind TaxDome and ClickUp

 TaxDome is a comprehensive software solution that is built specifically for the accounting, bookkeeping, and tax industry. It includes all of the features you need to manage your client relationships, documents, and workflows. TaxDome also includes specialized features for tax preparation, bookkeeping, payroll, and more.

 ClickUp is a more general-purpose project management tool. A powerful app that can be used to manage projects of all sizes, it is primarily focused on facilitating collaboration and task management. However, it does not include some of the features that are specific to the tax and accounting industry, such as the integrations with the IRS and QuickBooks Online.

 Not only does TaxDome assist with firm operations, it enables seamless communication with clients through a comprehensive client portal and mobile apps. While ClickUp has some integrations, its client portal is basic, lacks a client mobile app, and requires piecing together other tools for a complete solution. With TaxDome, client portal, e-signature, document management, and more are unified in one platform.

 Similar to a basic fitness tracker, ClickUp offers helpful metrics on progress. But TaxDome is the cutting-edge smart gym loaded with specialized equipment, classes, and expert coaching tailored for accounting pros.

 

Why TaxDome

TaxDome vs. ClickUp reviews

TaxDome has more than 3,000 reviews on Capterra with an average score of 4.8/5.

 

ClickUp has 4000 reviews on Capterra with an average score of 4.7/5.

3,000<span>+</span>

3,000+

4,000<span>+</span>

4,000+

TaxDome is trusted by 10,000+ firms in 25+ countries

Jeffrey S. Accounting operations lead

Once we found TaxDome and moved our client success processes from Trello, ClickUp, Excel, and other management software, we were able to handle significantly more clients with this time.

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Reply

12h

9

Christina F. Accounting firm owner

TaxDome was able to take our current CRM system (Liscio) that we paired with ClickUp for internal tasks and allows us to combine the two software platforms. This will help with efficiency within our firm.

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Reply

10h

7

Taylor M. Accounting firm owner

I was attracted to Taxdome’s features like anyone else would…You have this beautifully designed and functional while simple to use software that has completely changed my firm into what I was trying to use ClickUp and four or five other software to accomplish what I can do today by simply sitting down and logging in to one software

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Reply

8h

5

TaxDome vs. ClickUp pricing

$700

per use, per year

TaxDome offers annual plans from 1 to 3 years, with all features included. The 3-year plan costs $700 per user per year.

 All the features you need to supercharge your practice are included: workflow automation, client mobile app, built-in document management, time and billing, reporting and more.

 
TaxDome pricing

$144

per year, per user

ClickUp offers four pricing plans, with the most popular plan, Business, billed monthly at $12 monthly per user. There’s also a free personal subscription with limited features.

 In terms of features, the Business plan offers additional functionality compared to cheaper plans: unlimited teams, advanced public sharing, workload management and more.

See it in action

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