TaxDome is an all-in-one practice solution for tax and accounting firms. An important part of our product offering is secure document storage. Because document storage and exchange is something that most firms start using as a ‘super basic client portal’, we are sometimes asked ‘How does TaxDome compare with ShareFile?’
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.
I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don’t offer digital organizers or billing, and TaxDome allows that to happen.
Enrolled Agent from Boundless Tax
There were three factors that swayed me to TaxDome: cost, document locking to a bill and invoicing from the portal. Cost was a factor in the decision to leave ShareFile.
Tax adviser from DAC