TaxDome vs Basil

Docusign

Progress ShareFile

Canopy

Financial Cents

Karbon

Jetpack Workflow

Compare TaxDome and Basil based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform.

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Access Controls/Permissions

Accounting

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Approval Process Control

Approval Workflow

Audit Management

Audit Trail

Bank Reconciliation

Billing & Invoicing

Business Process Automation

Cash Flow Management

Client Management

Client Portal

Communication Management

Compliance Management

Configurable Workflow

Credit Card Processing

Customizable Branding

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Document Templates

Due Date Tracking

Electronic Payments

Email Management

Email Reminders

Employee Management

For Accountants

For CPA Firms

For Tax Practices

Invoice Management

Invoice Processing

Messaging

Mobile Access

Multi-Currency

Online Payments

Payment Processing

Payroll Management

Progress Tracking

Project Management

Project Time Tracking

QuickBooks Integration

Real-Time Updates

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Tax Management

Search/Filter

Secure Data Storage

Staff Management

Status Tracking

Task Management

Tax Calculation

Tax Compliance

Tax Filing

Tax Management

Third-Party Integrations

Time Tracking

Timer

Timesheet Management

Workflow Configuration

Workflow Management

TaxDome

Android

Web-based

Windows

iPad

iPhone

Owner and CEO

Very easy to use and happy with the experience. I would highly recommend TaxDome to a practice that wants a seamless, online experience for their clients that also makes it easy for your team to use.

President

I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.

President/CEO

Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.

President 

It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.

The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.

Founder

I actually love the auto-reminders for clients to complete documents or organizers. The organizers are fantastic for onboarding new clients.

CEO/Enrolled Agent

I think their help screen & YouTube videos are very helpful in setting the program up. They do have awesome customer support people who can help with individual set up issues.

Owner

I have been learning the software, support has been excellent, I hope this will be easy to use.

Administrative Assistant

Excellent customer support. Perpetually developing and making great strides to improve the system.

Managing Director

I've only been using the taxdome for a week and have managed to grasp the concept of the platform rather quickly with the help of Taxdome academy. Super useful and intuitive.

Managing Partner

The support has been great, the onboarding help was top notch. Every day we use the features more and more and integrate it in ot our practice.

Certified Public Accountant

I like paying one price no matter how many clients I have and also the unlimited portal space. Customer support has been very good about responding and helping with any situations that come up.

CEO/CPA

The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal.

OWNER

The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.

I love it I feel like it’s my tax business. It gives me more time to do other things and back and things and as we all know, time is money.

The main item missing was the notification system for when an organizer is updated / changed no notification is given.

Registered Line Technician

I disliked the lack of notifications about information.

I dislike the fact that I cannot pay for this software monthly.

TaxDome screenshot: TaxDome Client Portal

TaxDome screenshot: TaxDome client portal for web, desktop and mobile

TaxDome screenshot: TaxDome Proposals and engagement letters

TaxDome screenshot: TaxDome Performance insights  

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

Accounting Integration

Accounts Payable

Collaboration Tools

Data Security

Document Capture

Document Editing

Encryption

File Sharing

Financial Reporting

Full Text Search

General Ledger

Mobile App

Time & Expense Tracking

Basil

Bookkeeper

The best part of Basil however is how fantastically responsive they are for everything from Customer Support to suggested changes and updates to making their product a better fit.

It's super easy to use and my clients love it. I don't have resistance issues with my clients that others do because of the simplicity of it all.

My overall experience has been positive as it has given me an affordable portal with good customer support.

Nice interface, good customer support. New updates are good, they take feedback from users to make it better.

Staff

I like its efficiency in helping make our workflow productive and good to know where everyone else is in their projects.

Co-Founder

I really like the practice management side of things. The ability to look at data in a spreadsheet form is awesome.

Account Manager

I like the simplicity of uploading documents and that it's very user-friendly. The chat becomes very useful for communication as well.

So far my favorite is the ability to open and edit excel in the program. The price is very affordable for a small or solo practice.

TAX RETURN ASSISTANT

What worries me, is that people who don't have  the application, and work directly on the web, they can not find when they google it.

Great experience in utilization of features of Basil for effective client data management and timely customer support to clarify queries in usage and updating of new features.

The ease of use and all it has to offer to help keep up with my clients.

Accountant

Easy to use and clients seem to like the ease in signing the getting their documents.

It is inexpensive compared to the competition and it works fine. I think it will continue to get better as they grow.

SENIOR ACOUNTANT

The biggest downside for me is the double verification process for electronically signing documents.

Most of my initial complaints have been fixed - having clients sign up was clunky the 1st year (they would sign up as a company instead of one of your clients) but that has been fixed.

Founding Member

I feel so sassy telling my client to put your tax forms in Basil and I'll get started right away.

TaxDome vs Basil Comparison (2026)

TaxDome

Basil

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives