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Comment TaxDome se compare-t-il à la concurrence ?

Repérez quel produit domine?

Fonctions

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Créé pour l'industrie fiscale et comptable

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Modèle de prix

Clients illimités, stockage de documents, projets

Un prix - toutes les fonctionnalités

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Jeu de fonctionnalités
Applications Natives
Portail client

Portail client sécurisé

Comptes clients avec utilisateurs multiples

Tags client

Journal d'audit des fichiers

Autorisation utilisateur

Stockage de fichiers illimité

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Signatures électroniques
Communication
Facturation et facturation

Facturation

Intégration Quickbooks

Verrouiller des documents sur des factures

Prise en charge de plusieurs devises

Logiciel CRM compatible avec quickbooks

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Flux de travail

Présentation du flux de travail (Kanban)

Automatisation informatique du flux de travail

Tâches client

Plusieurs employés assignés

E-mails automatisés

Suivi du temps

Tâches récurrentes

Priorité des tâches

Modèles de tâches

Listes de tâches à effectuer

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l'image de marque
CRM
Soutien

Support de chat gratuit

Assistance téléphonique gratuite

Partage d'écran gratuit

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Assistance exclusive et sessions de formation incluses

Une assistance personnalisée et une session d'onboarding avec partage d'écran sans frais supplémentaires, pour tous les clients et tous les utilisateurs de la version d'essai de notre logiciel CRM pour cabinet comptable.

  • Base de connaissances
  • Webinaires
  • Communauté
  • Partage d'écran
  • Assistance Premium*
  • Formation d'équipe avancée gratuite*

Disponible dans le Pro plan. *ces plans tarifaire ne s'appliquent pas en europe.

TaxDome est le meilleur système de gestion de projet avec des sessions d'assistance et de formation gratuites