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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Simultaneously, you have the option to purchase our Packgestion support package, which provides training for this software. We will conduct a presentation on how to utilize this tool via a remote connection. Packgestion is designed in an Excel format, and upon request, we can customize it to align with your company's specific activities, incorporating relevant data such as statistics, graphs, and analyses. This program's development in Excel format not only contributes to its attractive pricing but also enhances its adaptability to meet your company's needs and daily operations. By using Packgestion, you can save valuable time, as it eliminates the need for redundant data entry and minimizes potential errors. All files are interconnected, allowing you to maintain a comprehensive view of your business's status by entering your data just once, streamlining your processes even further. Additionally, the ease of use of Packgestion makes it a practical solution for businesses looking to improve their operational efficiency.

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

CCH Axcess Tax
Calendly
CrossLink
Gmail
Google Sheets
Microsoft Outlook
Nekton.ai
ProConnect Tax
QuickBooks Online
Rightworks
Schedulista
Stackreaction
Stripe
TaxAct
TaxSlayer
TaxWise
Xero
Zapier
Zoho Books
iCloud

Integrations

CCH Axcess Tax
Calendly
CrossLink
Gmail
Google Sheets
Microsoft Outlook
Nekton.ai
ProConnect Tax
QuickBooks Online
Rightworks
Schedulista
Stackreaction
Stripe
TaxAct
TaxSlayer
TaxWise
Xero
Zapier
Zoho Books
iCloud

Pricing Details

No price information available.
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

Infogestion

Founded

2006

Country

Switzerland

Website

en.infogestion.ch/software-billing-excel-infogestion/

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

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

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

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Excelsious