TaxDomeとJetpackワークフローの違いを教えてください。

TaxDome is an all-in-one practice solution for tax and accounting firms. An important part of our product is workflow. Because of that, we are sometimes asked ‘How does TaxDome compare with Jetpack Workflow?’

This post is not your traditional feature vs feature type of comparison (although we will get that out of the way too). Rather, the goal here is to provide an insight into the philosophy behind each product.

TaxDomeと特徴

特徴

Created for Tax & Accounting Industry

Custom Branding & URL

ウェブサイトビルダー

QBO同期

共有受信トレイ

バルクメール

Jetpack Workflow is very clear about what their product does (it’s literally in the company name) — it’s a workflow management system. It allows you to keep track of various client projects, know what deadlines are coming up and which team member is working on what. In other words it’s definitely a must-have tool for a modern tax practice.

While this type of software is key to running an effective practice, it can’t be the only system you’ll need to run the practice. Just like a great rug can «tie the room together» — you also need actual furniture on top.

TaxDome offers workflow and all the other «furniture» pieces you need — client portal, mobile app, billing & invoicing, CRM, secure document storage and much more.

Thus the chief difference comes down to this — would you rather subscribe to, integrate and run 10 different apps (one of which will be Jetpack Workflow) or just one — TaxDome?