Average Ratings 1 Rating
Average Ratings 0 Ratings
Similar Products
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
Proton DriveProton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
-
Centrex SoftwareOur powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
-
FilejetFilejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.
-
SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
-
AestheticsProAestheticsPro is today's most comprehensive medical aesthetic software. HIPAA cloud compliant with integrated POS, targeted advertising, and results driven reporting paired with electronic charting and client portal with "book now" capabilities. AestheticsPro provides everything you need to run your medical spa business.
-
LogicalDOCLogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow. Schedule a free, no obligation, one-on-one demo today.
-
Fax.CloudFax.Cloud is a secure cloud fax solution built for organizations that must meet strict compliance standards. It offers encrypted, point-to-point online faxing with confirmed delivery and detailed audit trails for just 2¢ CAD per page. Fax.Cloud supports PIPEDA, HIPAA, and SOC2 requirements while avoiding common email risks like spam filtering, wrong recipients, and lost messages. Users can send and receive faxes from a web portal, email, desktop, or mobile device with no phone lines or hardware required. Teams can be set up in minutes with user permissions, notifications, and centralized document management. Local and toll-free numbers make it easy to scale as your business grows. Upgrade to secure cloud faxing today.
-
XeroSave 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
-
LawmaticsEstablish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.
Description
Gone are the days of misplaced client files, allowing you to avoid wasting hours searching for disorganized folders. Client data is now systematically organized in a centralized location, which not only maximizes your team's efficiency but also enhances your company's profitability. You have the flexibility to tailor workflows according to your various business needs, whether it be for tax preparation, bookkeeping, IRS resolution, or financial planning. By opting for electronic storage, you’ll significantly cut down on paper and toner expenses, while also enabling swift access to client files for both your staff and clients with just a few clicks. This is more than just an ordinary Client Portal; ATOM goes beyond the basics of document exchange. Clients can also communicate through messages, schedule appointments, make payments, check the status of their tax returns, and much more—all conveniently from their mobile devices. With ATOM, you can securely keep documents and digital notes online, ensuring quick access from anywhere, anytime. This innovative approach not only streamlines operations but also fosters stronger client relationships by providing them with unparalleled accessibility and service.
Description
TaxDome is an end-to-end, AI-powered practice management platform for tax, bookkeeping, and accounting firms, trusted by 15,000+ firms and 6M+ of their clients. Manage clients, jobs, documents, and your team in one workspace. Use ready-made templates for tax returns, bookkeeping, payroll, and more, or build your own customizable workflows that move jobs forward automatically.
Your clients will love the award-winning client app, secure and easy to use on web and mobile regardless of age or tech skills, and available in 11 languages. AI generates intake checklists from last year’s return and packages tax returns for review, so delivery takes minutes. MCP and a public API connect TaxDome to tools like Claude and ChatGPT.
Run your firm on one platform for internal management (workflow, CRM, reporting) and client-facing tools (e-signatures, proposals, invoicing, payments, messages).
API Access
Has API
No
API Access
Has API
No
Integrations
Ace Cloud Hosting
No
Axis LMS
No
CCH Axcess Tax
No
Intuit ProSeries Tax
No
Lacerte
No
Mailchimp
No
Microsoft Office 2021
No
Microsoft Outlook
No
MyTAXPrepOffice
No
ProConnect Tax
No
Integrations
Ace Cloud Hosting
Yes
Axis LMS
Yes
CCH Axcess Tax
Yes
Intuit ProSeries Tax
Yes
Lacerte
Yes
Mailchimp
Yes
Microsoft Office 2021
Yes
Microsoft Outlook
Yes
MyTAXPrepOffice
Yes
ProConnect Tax
Yes
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Pricing Details
$0.83 per client monthly
TaxDome is an award-winning, end-to-end practice management platform built for tax, bookkeeping, and accounting firms. It brings together CRM, client portals, task workflows, document management, billing, and AI-powered automation in one cloud-native platform. AI handles intake and delivery: checklists are generated from last year’s return, and tax returns are sorted and packaged for your review so delivery takes minutes. TaxDome has one plan with everything you use to work with your clients, from intake and document requests to tax return delivery, proposals, and payments. It’s priced by the clients you serve, with up to 20 team members included. Pricing starts at 150 active clients for $1,500 a year, about $0.83 per client a month, and the price per client goes down as your client base grows. TaxDome has won numerous awards, including CPA Practice Advisor’s Readers’ Choice Awards for Comprehensive Firm Workflow Solutions three years in a row (2024-2026).
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Automated Tax Office Manager
Country
United States
Website
www.atomanager.com
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
Yes
Client Management
No
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
Yes
Tax Forms
No
Workflow Management
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
Yes
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
Yes
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
