Comparing TaxDome and ClickUp features
Features
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+
4,000+
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.
$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.
