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How Does TaxDome Compare?

Can you spot which product dominates?

Funktioner

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Skapad för skatte- & bokföringsbranschen

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Prismodell

Obegränsade klienter, lagring, projekt

Ett pris - alla funktioner

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Funktionsinställning
Inbyggda appar
Klientportal

Klientportal

Flera användarklientkonton

Klienttagg

Fil revisionsspår

Användartillstånd

Obegränsad fillagring

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E-signaturer
Kommunikation
Räkningar och fakturering

Fakturering

Quickbooks integration

Lås dokument till räkningar

Stöd för flera valutor

QBO Synkronisering

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Arbetsflöde

Arbetsflödesöversikt (Kanban)

Arbetsflödesautomatisering

Klientuppgifter

Flera ansvariga

Automatiserade mejl

Tidsspårning

Återkommande uppgifter

Uppgiftsprioritet

Uppgiftsmallar

Uppgiftschecklistor

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Branding
CRM
Support

Gratis chattsupport

Gratis telefonsupport

Fantastisk gratis skärmdelning

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White-glove Support &
Träningspass ingår

Personlig support och onboarding-sessioner med skärmdelning utan extra kostnad för alla klienter och testanvändare.

  • Kunskapsbas
  • Webbinarier
  • Gemenskap
  • Skärmdelning
  • Premium-stöd*
  • Kostnadsfri avancerad gruppträning*

Tillgänglig i Pro planen.

TaxDome är det bästa systemet för projekthantering med gratis support och träningspass