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How does TaxDome compare with Jetpack Workflow?

TaxDome is an all-in-one practice management 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.

How does TaxDome compare with Jetpack Workflow?

Comparing TaxDome and Jetpack Workflow features

Features

Comparing TaxDome and <span>Jetpack Workflow</span> features
Comparing TaxDome and <span>Jetpack Workflow</span> features

Built for tax and accounting industry

 
 

Client portal

 
 

Mobile app

 
 

Unlimited e-signatures and KBA

 
 

Automated workflow

 
 

Billing & invoicing

 
 

Virtual drive

 
 

CRM

 
 

Secure document storage

 
 

Customizable organizers

 
 

Custom branding & URL

 
 

Website builder

 
 

Calendar view

 
 

Document pre-fill

 
 

Recurring invoices

 
 

QBO sync

 
 

Email sync

 
 

Bulk mail

 
 

Company positioning / philosophy of TaxDome and Jetpack Workflow

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?

   

Why TaxDome

TaxDome vs Jetpack Workflow reviews

JetPack Workflow has over 70 reviews on Capterra, G2 and GetApp with an average score of 4.7/5.

 TaxDome has over 5.200+ reviews on Capterra, G2 and GetApp with an average score of 4.8/5.

2,500<span>+</span>

2,500+

50

50

TaxDome vs Jetpack Workflow pricing

$700

per year, per user

for a 3-year subscription plan

TaxDome offers one pricing plan — $58 per month per user (*with a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.

   
TaxDome price

$45 - $49

per month

Jetpack Workflow also offers two plans that cost $45 and $49 per month per user, respectively. They provide features such as unlimited workflows, app integrations, scheduling, progress tracking and customer support.

   
Jetpack price

Free support

Setup and training

Jetpack Workflow offers a paid setup and training package called Kickstarter for $299. That includes a customer success manager, client import, and live training.

 Training & support is always free and included with TaxDome. We also offer live training, client import and a dedicated success manager free of charge. White-glove concierge onboarding with live screen-sharing is included and can be booked at any time.

Setup and training

See in action

Want to learn more

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Live daily demo @2pm EST

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