Average Ratings 10 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Guru transforms how teams access and trust information. As an AI knowledge platform, Guru unifies company data across chats, documents, and applications, giving people and AI assistants reliable, cited answers right where they work. It connects to systems like Slack, Teams, Salesforce, and Google Workspace to surface verified insights without constant searching. With automatic verification, source visibility, and permission-aware access, Guru keeps information accurate and ensures your organization operates from one dependable source of truth.

Description

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Gmail
Microsoft Outlook
Zapier
Access PeopleHR
Delinea Cloud Suite
Easyflow
Freshdesk
Haystack
Height
HiBob
Microsoft Office 2021
Personio
Quaeris
Salesforce
ServiceNow
Stripe
Vidyard
iCloud
intelliHR

Integrations

Axis LMS
Gmail
Microsoft Outlook
Zapier
Access PeopleHR
Delinea Cloud Suite
Easyflow
Freshdesk
Haystack
Height
HiBob
Microsoft Office 2021
Personio
Quaeris
Salesforce
ServiceNow
Stripe
Vidyard
iCloud
intelliHR

Pricing Details

$25
Free Trial
Free Version

Pricing Details

$58 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Guru

Founded

2013

Country

United States

Website

www.getguru.com

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Enterprise Search

AI / Machine Learning
Faceted Search / Filtering
Full Text Search
Fuzzy Search
Indexing
Text Analytics
eDiscovery

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Intranet

Activity / News Feed
Blogs
Calendar Management
Content Management
Discussions / Forums
Employee Directory
Knowledge Management
Policy Management
Search
Wiki

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

Alternatives

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