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features
design
support

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Write a Review

Description

Creating a custom application should not be a lengthy process that drags on for months or even years. It shouldn't necessitate the involvement of specialized software developers, nor should it require significant IT infrastructure to keep it operational. Enter the Modo Platform, a digital engagement solution that streamlines the process for organizations and educational institutions to craft, expand, and enhance their unique digital presence. Designed to expedite the app development process, Modo’s platform empowers everyone, from top executives to front-end developers, to participate in creating their applications. You can easily curate, manage, and refresh your app without needing to write a single line of code, allowing you to involve subject matter experts in generating and publishing content effortlessly. Choose from a vast array of distinctive screen types and building blocks that can be combined in endless ways to develop a completely customized app. Forget about complicated or time-consuming launches; with Modo, you can deploy your app once and make instant updates across all systems and devices, ensuring that your content is always current and engaging. This approach not only saves time but also enhances collaboration across teams, making app creation a more inclusive endeavor.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting No 
ArcGIS Yes 
Blackboard Learn Yes 
Cisco Duo Yes 
CrossLink No 
Density Yes 
Gmail No 
Mailchimp No 
MapsPeople Yes 
Oracle PeopleSoft Yes 
Ping Identity Yes 
ServiceNow Yes 
SurveyMonkey Yes 
TaxAct No 
TaxWise No 
Xero No 
YouVisit Yes 
Zapier No 
Zoho Books No 
iCloud No 

Integrations

Ace Cloud Hosting Yes 
ArcGIS No 
Blackboard Learn No 
Cisco Duo No 
CrossLink Yes 
Density No 
Gmail Yes 
Mailchimp Yes 
MapsPeople No 
Oracle PeopleSoft No 
Ping Identity No 
ServiceNow No 
SurveyMonkey No 
TaxAct Yes 
TaxWise Yes 
Xero Yes 
YouVisit No 
Zapier Yes 
Zoho Books Yes 
iCloud Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$58 per month
TaxDome is an award‑winning, end‑to‑end practice management platform built for tax, bookkeeping, and accounting firms. It unites CRM, client portals, task workflows, document management, billing, and AI‑powered automation — all in one cloud‑native hub. Notably, TaxDome has earned the Comprehensive Firm Workflow Solutions award from the CPA Practice Advisor Readers’ Choice Awards two years in a row, underscoring how deeply practitioners trust its unified workflows to power everything from client intake to engagement, billing, and delivery.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Modo Labs

Founded

2010

Country

United States

Website

modolabs.com/modo-platform/

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

Employee Engagement

Benchmarking No 
Cultural Alignment No 
Employee Awards No 
Employee Guides No 
Employee Recognition No 
Feedback Management No 
Goal Management No 
Health & Wellness Programs No 
Performance Management No 
Pulse Surveys No 

Student Engagement Platform

Communication Tools No 
Community Management No 
Event Calendar No 
Higher Education No 
Interactive Learning No 
K-12 No 
Location Tracking No 
Mobile App No 
Orientation Management No 
Polls / Voting No 
Safety Management No 
Student Group Management No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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