Comparing TaxDome and Asana Features
Features
Built for Tax and Accounting Industry
Client Portal
Mobile App
Unlimited E-signatures and KBA
Workflow Automation
Billing & Invoicing
Virtual Drive
CRM
Secure Document Storage
(2Gb limit)
Customisable Organisers
Custom Website Branding & URL
Calendar view
Document pre-fill
Recurring invoices
QBO Sync
Email Sync & Inbox+
Company Positioning: the Philosophy behind TaxDome and Asana
Asana is a general project management tool anyone can use to manage any kind of projects. Being a versatile platform, Asana can be an IT helpdesk, HR candidate tracker, bug tracker, and any other internal team management tool you might envision.
What Asana can’t be is a tax practice management system. In order to provide tax, accounting, or bookkeeping services, you need to communicate with clients, request information and documents from external sources, store and manage these documents securely within your system, track time spent on each task for billing purposes, send ready files to clients for e-signing and do much, much more.
This is where TaxDome comes into play. Built from the ground up for accountants, it provides all the features you need to run a tax practice. For example, both Asana and TaxDome provide you with a Calendar view of your work – but with TaxDome you can add invoices or to-do items and send messages for your team and clients from under any job in the pipeline.
Speaking of Invoicing – Asana lacks this capability completely, and with TaxDome you can create invoices at any moment, attach them to specific work items, have them auto-move to the next job stages or even make them recurrent!
Why TaxDome
TaxDome vs Asana Reviews
5,200+
30,000
TaxDome vs Asana pricing
NZ$720
per year, per firm use
If you choose the 3-year subscription plan *Only in the US
TaxDome offers one pricing plan for NZ$60 per month per user with unlimited storage, clients, e-signatures and free training. There’s also a discount if you purchase a multi-year plan.
Free - $∞
per year, per user
Asana has a number of price plans that vary from ‘free’ to ‘you have to speak to someone in sales to find out the price’. The ‘business’ plan costs $25 per month per user.
What does Asana offer that I can't get with TaxDome?
In the spirit of full transparency, we should mention what you won’t be able to have with TaxDome.
A somewhat limited free plan. While we are happy to give you a completely functional two-week trial, we don’t have a ‘freemium’ model that provides free access to a restricted version of the software. Our trial includes full functionality and, as always, free concierge onboarding sessions to get you and your team up and running quickly and easily.
