TaxDome and Financial Cents are both practice management solutions for accounting and bookkeeping firms. TaxDome offers specialized tax software integrations and a mobile app, while Financial Cents excels in time tracking and detailed workflow management. The best choice depends on your firm's specific needs and priorities regarding integrations, client access, and budget.
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TaxDome is an all-in-one practice management platform designed for tax, accounting, and bookkeeping firms of all sizes. It streamlines operations by combining client management, workflow automation, billing, and communication tools into a single platform. With a client portal and mobile app, TaxDome facilitates secure document sharing, e-signatures, and communication, simplifying client interactions. The platform aims to enhance efficiency, improve client relationships, and help firms scale their services.
Financial Cents is a cloud-based software designed for accounting and bookkeeping firms of all sizes. It helps you manage client work, track deadlines, and automate tasks like data collection and reminders. It offers a centralized platform for team collaboration, document storage, and client communication through a secure portal. Financial Cents aims to streamline your workflow, improve organization, and provide better visibility into your firm's operations so you can meet deadlines and scale your business.
Summary
Main difference
TaxDome is a better choice if you need native integrations with tax software like Drake Software and TaxAct, and a mobile app for client interaction. Financial Cents is preferable if you prioritize time tracking features and detailed workflow management with recurring projects and task dependencies.
Relative strengths of TaxDome (compared to Financial Cents)
Native integrations with tax software (Drake Software, TaxAct).
Mobile app for client access.
Generally more affordable, especially for larger teams.
Relative weaknesses of TaxDome (compared to Financial Cents)
Setup process can be complex and time-consuming.
Limited invoicing and billing features.
Client portal lacks customization options.
Who should use TaxDome VS. Financial Cents
TaxDome is a practice management platform for tax, accounting, and bookkeeping firms. It centralizes client management, workflow automation, billing, and communication tools. Users praise TaxDome's client portal and automation features for streamlining workflows and improving client interactions. However, some users mention limited native integrations requiring manual data entry and a difficult setup process.
Financial Cents helps accounting and bookkeeping firms streamline client work, track deadlines, and automate tasks. Users praise its ease of use and excellent customer support, but some dislike the cost for multiple users and lack of email integration. A centralized platform facilitates team collaboration, document storage, and client communication through a secure portal.
Best for accounting, bookkeeping, and tax firms of all sizes seeking practice management solutions.
Ideal for finance, banking, and insurance companies looking to streamline operations and client interactions.
Ideal for small to large accounting and bookkeeping firms (1-1000+ employees).
Best fit for Finance, Banking, and Insurance firms.
TaxDome and Financial Cents features
Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need
Document management
Supported
TaxDome supports uploading, storing, and managing client documents.
Supported
Financial Cents allows uploading, storing, and managing client documents.
Tax Software Integration
Supported
TaxDome integrates with Drake Software and TaxAct.
Not supported
Tax preparation software integration is not explicitly supported.
Client portal
Supported
Clients can access TaxDome via a client portal, mobile app, and desktop.
Supported
Clients can access the platform via a secure, passwordless client portal.
Automated Billing
Not supported
TaxDome does not directly support automatically generating invoices based on tracked time.
Not supported
Financial Cents plans to support automatic invoice generation based on tracked time.
Email Integration
Partially supported
TaxDome allows sending emails, but sending invoices or documents via email is not clearly documented.
Partially supported
Financial Cents integrates with email for managing communications, but sending invoices via email is not explicitly confirmed.
Workflow management
Supported
TaxDome offers customizable workflows to automate recurring tasks like client onboarding and tax preparation.
Supported
Financial Cents allows creating workflows to automate recurring tasks, including recurring projects and task dependencies.
Financial Cents is a cloud-based practice management solution designed for accounting firms of all sizes. It offers four pricing plans: Solo Plan, Team Plan, Scale Plan, and Enterprise. The Solo Plan is designed for single-user firms, while the Team, Scale, and Enterprise plans cater to larger teams. Financial Cents offers a 14-day free trial and a money-back guarantee.
Plans
$108Solo Plan
The only app you need to run your solo firm at one affordable price.
$468Team Plan
Hit deadlines with more visibility, collaboration, and organization.
$696Scale Plan
Increase firm productivity with more automations & integrations.
CustomEnterprise
Advance support, security & customization for large accounting firms.
Client portal praised for ease of use and secure document sharing.
Automation features save time and streamline workflows.
Excellent and responsive customer support.
Centralized platform combines CRM, document management, and communication tools.
Easy to use and implement.
Excellent customer support.
Automated client reminders.
Effective time tracking.
Detailed workflow management.
Users dislike
Limited native integrations with tax prep software requires manual data entry.
Difficult and time-consuming setup process.
Limited invoicing and billing features, lacks advanced customization.
Mobile app lacks functionality and some find the interface clunky.
High cost for two or more users.
No email integration.
Client portal is not customizable.
Lacks robust reporting features.
No mobile app.
TaxDome and Financial Cents Ratings
G2
4.7/5
(598)
Capterra
4.7/5
(2474)
TrustPilot
3.5/5
(2)
Glassdoor
4.7/5
(64)
G2
4.8/5
(115)
Capterra
4.8/5
(133)
Company health
Employee growth
37% increase in the last year
17% increase in the last year
Web traffic
20% decrease in the last quarter
4% decrease in the last quarter
Financing
No data
No data
How customizable are the client portals in each product?
TaxDome's client portal is mentioned as being easy to use and facilitating secure document sharing, but there is no information about its customizability. Financial Cents' client portal is explicitly stated as not being customizable, which is listed as a con.
Which product best integrates with existing tax software?
TaxDome integrates with Drake Software and TaxAct, while Financial Cents does not list any specific tax software integrations. Therefore, TaxDome offers better integration with existing tax software.
What are the advantages of TaxDome?
TaxDome offers a client portal accessible via mobile app and desktop, enhancing client interaction and document sharing. It also integrates with Drake Software and TaxAct, which, while limited, provides some direct tax software integration. Users praise TaxDome's client portal, automation features, and customer support.
What are the disadvantages of TaxDome?
TaxDome suffers from limited native integrations with tax preparation software, often necessitating manual data entry. The initial setup process can be complex and time-consuming. Its invoicing and billing features are considered basic, lacking advanced customization options. Finally, some users find the mobile app's interface clunky and lacking in functionality compared to the desktop version.
Karbon is a practice management software designed specifically for accounting firms. It aims to improve team collaboration and efficiency by centralizing client communication, task management, and workflow automation in a single platform. Features include client management, project tracking, time and billing, and document sharing. Karbon emphasizes automation to streamline tasks and provide a clear overview of team workload and project progress.
Canopy is a cloud-based practice management software designed for accounting firms of all sizes. It offers a suite of features to manage client interactions, documents, billing, and team workflows, all within a single platform. Canopy aims to streamline accounting firm operations, improve efficiency, and enhance client relationships through automation and a centralized system.
Keeper is a cloud-based software designed for bookkeeping and accounting firms. It streamlines client management and financial tasks through features like automated file review, client portals for secure communication, and customizable reporting. Keeper integrates with QuickBooks and Xero, providing a central hub to manage client financials, track tasks, and improve workflow efficiency. It stands out with its focus on automation and client communication tools, aiming to help firms complete month-end closings faster and deliver better service.
CosmoLex is a cloud-based software designed specifically for law firms. It combines case management, time tracking, billing, and accounting into a single platform. It aims to simplify legal operations from client intake to payment processing. CosmoLex includes features like document management, secure communication, legal CRM, and reporting tools to help law firms increase efficiency and profitability. Notably, it offers built-in trust accounting, eliminating the need for separate software like QuickBooks.
Fieldguide is a cloud-based software designed for accounting firms to manage audits and advisory engagements more efficiently. It offers features like automation of repetitive tasks, document management, and streamlined client communication. This helps firms complete engagements faster, improve team collaboration, and enhance client satisfaction. Fieldguide is trusted by leading accounting firms and boasts features designed to boost revenue and streamline operations.
Pixie is a cloud-based practice management software designed specifically for accounting and bookkeeping firms of all sizes. It offers a centralized platform to manage clients, deadlines, workflows, emails, and documents. Pixie helps firms streamline operations, improve team collaboration, and reduce time spent on administrative tasks. The software includes features like client relationship management (CRM), workflow automation, task management, and reporting tools. Pixie aims to help accounting firms enhance efficiency, improve client satisfaction, and scale their business.
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.
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