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
ShareFile is a “secure file sharing and transfer service for business”. It does one thing and does it reasonably well — exchanging files between you and your clients.
If you plan to use it to manage your practice there is only one problem — running a tax or accounting practice requires a lot more than just managing projects. And that where ShareFile comes in, well, not just short — it doesn’t really come at all. ShareFile simply doesn’t do the other 90%. For that you need a number of other tools to run the practice — a workflow system, client portal, website, billing and payments, secure messaging, shared inbox, mass mail, and so on. All these things are not optional — you have to perform these functions. The only question is whether you’ll be using one tool or 20.
TaxDome was built from the ground up to be the one system you use to run your practice. It includes all these features in one package, with information seamlessly integrated across all business functions.
ShareFile can be thought of as a great flat head screwdriver while TaxDome is a professional screwdriver set.
The best part — TaxDome actually costs less than ShareFile, while delivering oodles more value.
TaxDome is the official partner of the National Association of Enrolled Agents (NAEA).