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Come si differenzia Taxdome?

Riesci a individuare il prodotto dominante?

Funzioni

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Creato per il settore fiscale e contabile

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Modello di prezzo

Clienti, spazio di archiviazione, progetti illimitati

Una tariffa - tutte le funzionalità

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Pacchetto di funzionalità
App native
Portale clienti

Portale clienti

Account cliente per più utenti

Etichette del Cliente

Percorso di verifica dei file

Autorizzazione dell'utente

Archiviazione file illimitata

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Firme elettroniche
Comunicazione
Fatturazione

Fatturazione

Integrazione di Quickbooks

Blocca i documenti sulle fatture

Supporto di più valute

Sincronizzazione online di QuickBooks

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Flusso di lavoro

Panoramica del flusso di lavoro (Kanban)

Automazione del workflow/flusso di lavoro

Attività del cliente

Assegnatari multipli

E-mail automatizzate

Monitoraggio del tempo

Attività ricorrenti

Attività prioritaria

Modelli di attività

Liste di controllo delle attività

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Marchio
CRM
Assistenza

Assistenza chat gratuita

Assistenza telefonica gratuita

Gratuita Condivisione dello Schermo Eccezionale

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Supporto personalizzato &
sessioni di formazione incluse

Supporto personalizzato e sessioni di onboarding con la condivisione dello schermo, senza ulteriori costi aggiuntivi per tutti i clienti e gli utenti di prova.

  • Base di conoscenza
  • Webinar
  • Community
  • Condivisione dello schermo
  • Supporto Premium*
  • Formazione avanzata gratuita del team*

Disponibile  nel Piano Pro.

TaxDome è il miglior sistema di project managament con supporto gratuito e sessioni di formazioni