Average Ratings 74 Ratings
Average Ratings 0 Ratings
Description
SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.
SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
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
Yes
API Access
Has API
No
Integrations
CCH Axcess Tax
Yes
Drake Tax
Yes
Intuit ProSeries Tax
Yes
Lacerte
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Rightworks
Yes
TaxWise
Yes
UltraTax CS
Yes
Xero
Yes
Integrations
CCH Axcess Tax
Yes
Drake Tax
Yes
Intuit ProSeries Tax
Yes
Lacerte
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Rightworks
Yes
TaxWise
Yes
UltraTax CS
Yes
Xero
Yes
Pricing Details
$20.00/month/user
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.smartvault.com%2Fpricing%2F
Free Trial
Yes
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
Yes
Mac
Yes
Linux
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SmartVault
Founded
2008
Country
United States
Website
smartvault.com/
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Product Features
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
No
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
No
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes
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