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Financial Cents vs TaxDome Comparison

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Overview

Category Leaders

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate...

Category Leaders

TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public accountants...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

23

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

81

5

4

3

2

1

60

21

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.8

2.6K

5

4

3

2

1

2K

506

61

5

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

Pros

I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.
Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.
Resolved with the notifications and better abilities to filter down on dashboard views.

Pros

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.
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.
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.

Cons

Thus confusing the client before we even get to work on them.
So much wasted time is now a thing of the past.
The fact we have to pay per user. It could get expensive if I hire too many employees.

Cons

The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.
The main item missing was the notification system for when an organizer is updated / changed no notification is given.
I disliked the lack of notifications about information.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features43
  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • 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 Small Businesses
  • For Tax Practices
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Multi-Currency
  • Online Payments
  • Payroll Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Web-based Deployment
  • Workflow Management
  • Total features65
  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • 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 Small Businesses
  • For Tax Practices
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Multi-Currency
  • Online Payments
  • Payroll Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations1
  • Authorize.Net
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Shopify
  • Stripe
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Total integrations9
  • Authorize.Net
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Shopify
  • Stripe
  • WooCommerce
  • WordPress
  • Xero
  • Zapier

User reviews that mention these apps

JK
AvatarImg

Joi K.

Financial Services, self-employed

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

I Absolutely Love TaxDome!

Reviewed 10 months ago

My overall experience has been great. What I love the most about TD is not even the software itself, although it is amazing, I love the customer service and their commitment to listen to their customers and make software changes as requested by the majority of users. And fast changes at that. Its definitely great to be heard and valued as a system user and customer.

Pros

It makes my financial services business run so smoothly.

Cons

The invoicing, billing, and accounting features.

Vendor response

Thank you, Joi. Your feedback is valuable to us. We just wanted to let you know that all of our paid users have the option to request new features to be implemented. If you wish to see invoicing changed or upgraded you can always post a feature request by clicking on the question mark icon in the top right corner of your portal.

RK
AvatarImg

Randall K.

Legal Services, 1-10 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

Great way to communicate safely with CPA

Reviewed 2 years ago

Much easier to send sensitive financial data to my CPA

Pros

Easy to use and provide information to my CPA

Cons

No problems with this software. Excellent product.

Vendor response

Thanks for your wonderful feedback, Randall!

ms
AvatarImg

myles s.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

From HORRIBLE OfficeTools to TaxDome

Reviewed 7 months ago
Pros

TaxDome has an incredible client portal and consolidated multiple pieces of software into one. We used OfficeTools prior and that program is a diseaster **STAY AWAY FROM OFFICETOOLS**. Clients HATED our OfficeTools portal and it created MORE work for us when consolidated source documents. The eSig function of OfficeTools never worked correctly. Lastly, OfficeTools ended up being my worst business decision. I stupidly got into a long term contract to get better pricings and I am not abandoning the program and will be paying for it for 2 more years. Checking with my attorney because we tested one version of the client portal and then they released new version a month after we signed up and the new version is HORRIBLE.

Cons

No cons. Would be nice if the client portal was more customizable or had dashboards to upload financial information for clients.

Vendor response

Hello Myles. Thank you very much for your detailed feedback. We appreciate it. Our departments are constantly working on the improvement of our software, creating and implementing new features, and making everything as user-friendly as possible. We have a Feature Request Board for our paying subscribers where new feature requests can be submitted and existing requests upvoted. Though we can not provide a time frame, I would like to inform that we do have plans for making the interface more customizable in the future. If you have any questions, or need assistance with anything please let us know. Our support is free and unlimited. We wish you a great day.

KQ
AvatarImg

Kandi Q.

Government Administration, 201-500 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

User Friendly

Reviewed 3 years ago

I'm using TaxDome to work with my personal financial service provider, and I really like it!

Pros

The interface is appealing, easy to navigate, and processed my transactions efficiently.

Cons

At first I didn't realize that all I needed to do to change card information was delete the existing data, so I clicked around trying to figure out how to update this account.

Vendor response

Thank you Kandi, your feedback is valuable to us. We are glad that you find TaxDome software user-friendly.

YH
AvatarImg

Yina H.

Computer Software, 1-10 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

TaxDome  logo

TaxDome

Intuitive and easy to navigate

Reviewed 3 years ago

Useful when filing taxes!

Pros

Having a central repository for tax is useful and helps to stay organized -- especially having a central repository to save tax docs per year.

Cons

Use of the TaxDome software is really dictated by my accountant and financial planners, so have not explored other features as much independently.

Vendor response

Hello Yina, thank you for leaving a feedback, much appreciated. If you or your accountant needs our assistance, you can always contact us through chat or email (success@taxdome.com) and we'd be happy to assists.

MT
AvatarImg

Mackenzie T.

Defense & Space, self-employed

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

Makes complicated tax returns a breeze

Reviewed 3 years ago
Pros

The biggest benefit for me is how simply the software organizes all my complicated financial documents for me to view in one place

Cons

none so far, it's so simple to use I haven't found a complaint yet.

Vendor response

Thank you Mackenzie, your feedback is valuable to us. We are happy to know that TaxDome was able to help you manage your practice with a breeze!

GD
AvatarImg

Gregory D.

Financial Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

Feature rich

Reviewed 2 years ago

So far, very impressed. Loved the layout and look and feel of Canopy, but they are far behind TaxDome in features, plus they are more expensive. TaxDome has much more power. I feel the company is super dedicated to making this program easier to use, more powerful and productive tool for the user and firm. It shows in the constant weekly enhancements, fixes and updates.

Pros

Loved the thought that the company put into this software. They are definitely focused on the user and adding day-to-day practical features. I feel that they are in overdrive adding enhancements and new features several times a week now. Love the Kanban look and feel along with the features of the Pipeline with Automove. This is super powerful.

Cons

The GUI is a bit flat and dated. It could benefit from a fresher look, crisper fonts and some depth to screen. Also, the CRM is OK, but could be better laid out with more usable fields. I.E. it just has generic text fields for date of birth and does not calculate the age of the contact. This is super important as advisors need to know the age of clients as major financial events happen at age 18, 21, 59.5, 65, 72. I feel that they will circle back to this and improve it over time. BTW - TaxDome name needs to go because imho, it is too limiting, this program is so much more than just a tax industry/CPA program! It is great for any type of consulting, financial planning, wealth management and almost any other service related company.

Vendor response

Thank you Gregory, your feedback is valuable to us. We are happy you are impressed with TaxDome. To request new features, https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board.

LC
AvatarImg

Lauren C.

Financial Services, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

TaxDome is a must!

Reviewed 2 years ago

Instead of using multiple applications, we have one central system to use everyday which has become a life saver. We can organize our clients by service and make sure no one falls through the cracks. The Tax Dome team has also been super accommodating and patient as we learn the ins and outs.

Pros

We've been looking for a program that has it all and we finally stumbled across Tax Dome. Even as a small company, we process over 1,000 tax returns a year, plus offer bookkeeping services, as well as other financial services. We needed a service that had it all in one place with an efficient task manager. We've been able to stay more organized and increase our scale of business.

Cons

The integration took a little while to be fully completed, and of course there's a learning curve with a new program/software, but we're confident, with practice, Tax Dome will only become easier to use.

Vendor response

Thanks for your amazing feedback, Lauren! Feel free to reach out to our Customer Success team anytime if you need any assistance as support is free and unlimited.

RB
AvatarImg

RaSheem B.

Financial Services, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

TaxDome  logo

TaxDome

TaxDome - All-in-One

Reviewed 2 years ago
Pros

This software has many features you need to run your tax office (or bookkeeping, other financial services, etc...). It handles your workflow process, automated emails, unlimited signatures (KBA as well), client portal, CRM, unlimited storage, email sync, QBO sync, etc... This allows you to reduce your tech stack and operate in efficiency. It allows you to be 100% virtual, which is becoming more important. Also, new features and updates seem to be coming out every week. That is exciting to know they are truly interested in developing an amazing product.

Cons

Although, it has features that cover every aspect that you need to run your operations, some of the features still need to be built out with a little more flexibility to truly automate your entire process. However, the customer service is very responsive, and they are open to hearing and implementing new ideas to make their software even better.

Vendor response

Hi RaSheem, Thank you for your feedback!

DM
AvatarImg

Dana M.

Accounting, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

Exactly what we were looking for

Reviewed a year ago

It is creating a system that will allow us to scale the business and hire more help.

Pros

Everything we need for the client is in one spot. We don't have to search through emails, text messages or voicemails. We can communicate directly with the client and everything is saved to their folder. It also makes it easier as our firm is growing for new employees to understand who are clients are. All the information that we know we can put in their file and when they call us we can pick up right where they left off without having to be debriefed by the last staff member that spoke with them. This will truly free us off to take on more clients and expand our financial side of the firm because the owner no longer has to be the brain who knows everything about everyone.

Cons

Uploading the client files in the beginning took some time but once that was done it was worth it. I would love if their was a way to sync TaxDome with our Tax Software but even without this feature TaxDome is a life saver.

Vendor response

Thank you, Dana. Your feedback is very valuable to us. TaxDome works as a scanner and printer for all tax software. Once you download our desktop app, you will be able to print from your tax software directly to TaxDome.

Rl
AvatarImg

Rahul l.

Verified reviewer

Accounting, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxDome  logo

TaxDome

Good taxpayer

Reviewed 17 days ago

As an AI model, I don't have personal experience with using TaxDome. However, based on my knowledge and research, it appears that TaxDome is a cloud-based software solution for tax and accounting professionals that provides a variety of features to help streamline the workflow and manage clients more efficiently. Many professionals have found it to be a useful tool for managing client information,...

Pros

TaxDome is a cloud-based software solution for tax and accounting professionals that provides a variety of features to help streamline the workflow and manage clients more efficiently. Some of the potential benefits of using TaxDome include:Improved efficiency: TaxDome provides a centralized location for managing client information, documents, and tasks. This can help to reduce the amount of time spent...

Cons

No cons perfect software help to improve tax management