OfficeTools vs TaxDome

Progress ShareFile

Sage Timeslips

Financial Cents

Karbon

CCH ProSystem fx

Jetpack Workflow

Compare OfficeTools and TaxDome 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.

CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.

Sage Timeslips is a time tracking and billing solution designed to help professional service organizations track their time and expenses as well as send invoices to users. It offers industry-standard as well as customizable billing templates.

OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Accounting

Appointment Management

Approval Workflow

Audit Trail

Billable Items Tracking

Billing & Invoicing

Billing Portal

Calendar Management

Client Management

Client Portal

Collaboration Tools

Communication Management

Contact Database

Contingency Billing

Customizable Branding

Customizable Invoices

Document Management

Document Storage

Due Date Tracking

Email Management

Employee Management

Expense Tracking

Financial Management

For Accountants

For CPA Firms

For Tax Practices

Hourly Billing

Invoice Creation

Invoice History

Mobile Payments

Monitoring

Online Invoicing

Online Payments

Payment Processing

Project Accounting

Project Billing

Project Time Tracking

Project Tracking

Recurring/Subscription Billing

Reminders

Staff Management

Task Management

Task Progress Tracking

Tax Calculation

Time Tracking

Timer

Timesheet Management

Workflow Management

OfficeTools

Linux

Windows

Accountant

Trying to get answers to specific questions is futile. There is no attempt to identify a problem.

Tax Accountant

The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support.

Managing Partner

The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.

Owner

Love:  ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.

There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.

We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.

Operations Manager 

Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.

Office Manager

It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.

Bookkeeper/Office Manager

It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.

President

We switched to Office Tools to utilize the integrations with Lacerte, Outlook, and Crexendo, and for the ease of use. The contact management is so easy to use.

Payroll Specialist

We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening.

We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.

CPA President

I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long.

Client Services Coordinator

I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes.

Could be a good product but no customer service to help you realize its potential.

Integrated with our tax software and is easy to use.

Love: Billing:  select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client.

Senior Technician

The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.

OfficeTools screenshot: Mobile Activities

OfficeTools screenshot: Projects

OfficeTools screenshot: Calendar

OfficeTools screenshot: Contacts

OfficeTools screenshot: E-sign

OfficeTools screenshot: Invoice

Freelancers

Large Enterprises

Mid Size Business

Small Business

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.

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.

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

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Audit Management

Bank Reconciliation

Business Process Automation

Cash Flow Management

Compliance Management

Configurable Workflow

Credit Card Processing

Customizable Reports

Customizable Templates

Data Import/Export

Document Templates

Electronic Payments

Email Reminders

Invoice Management

Invoice Processing

Messaging

Mobile Access

Multi-Currency

Payroll Management

Progress Tracking

Project Management

QuickBooks Integration

Real-Time Updates

Reporting & Statistics

Reporting/Analytics

Sales Tax Management

Search/Filter

Secure Data Storage

Status Tracking

Tax Compliance

Tax Filing

Tax Management

Third-Party Integrations

Workflow Configuration

TaxDome

Android

Web-based

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.

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.

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.

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.

OfficeTools vs TaxDome Comparison (2026)

OfficeTools

TaxDome

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives