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¿Cómo se compara Taxdome?

¿Puedes identificar qué producto domina?

Funciones

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

TaxJoy

Click Up

Senta

Pascal Workflow

ShareFile

SmartVault

DocuSign

Adobe Sign

GetNetSet

CountingWorksPro

CPA Site Solution

Creado para el Sector Fiscal y Contable

Clientes, Almacenamiento y Proyectos Ilimitados

Soporte Gratuito e Ilimitado (Chat y Teléfono)

Educación gratuita (webinars, academia, etc.)

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Gestión de Documentos
Gestión de Clientes
Portal del cliente

Portal Cliente

App Móvil para Clientes

Mensajería Segura

Cuentas Cliente con Múltiples Usuarios

Tareas Cliente

Registro de auditoría Archivos

Escáner móvil

Programación de calendario / reuniones

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Gestión de empresa

Automatización del Flujo de Trabajo

Vista Kanban

Captura automatizada de prospectos

Asignados Múltiples

Trabajos programados/recurrentes

Correos Electrónicos Automatizados

Plantillas

Tareas Repetitivas

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Gestión del flujo de efectivo

Facturación

Bloquear Documentos a Facturas

Sincronización QBO

Múltiples monedas

Plantillas de factura

Seguimiento del Tiempo

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Gestión de Equipos

Bandeja de Entrada Compartida

App Móvil para Empresas

Permiso de usuario

Reporting

Centro de notificaciones

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Sitio Web y Marca

Soporte exclusivo y sesiones de capacitación incluidas

A través del software de gestión y contabilidad de TaxDome reciba una asistencia personalizada y sesiones de incorporación para compartir pantalla en sin costo adicional para todos los clientes y usuarios de prueba. .

  • Base de conocimientos
  • Seminarios web
  • Comunidad
  • Compartir Pantalla
  • Soporte Premium*
  • Formación Gratuita de Equipo avanzado *

Disponible en el plan Pro.

TaxDome es el mejor sistema de gestión de proyectos con asistencia gratuita y sesiones de formación

TaxDome es el socio oficial de la Asociación Nacional de Inscritos Agentes (NAEA).