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 SmartVault?’
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 has one flat price – $50 per month per user with unlimited storage and use of all features.
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.
We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is in one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.