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Average Ratings 14 Ratings
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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).
Description
Veryfi software automates construction bookkeeping and allows for real-time field intelligence. Automate time and materials by digitizing and you can eliminate 90% of the time spent manually searching for records and trying to track them down.
Bookkeeping has been a monthly ritual in the past. Veryfi has seen exceptional businesses achieve financial success when they steer in real time, not at the end each month. Veryfi is a mobile-first, team-oriented bookkeeper. This makes it fast, reliable, and easy for teams to access information from the field (physical realm) and into a system record (digital realm) with minimal user intervention.
Veryfi is developing the next generation in construction bookkeeping automation software using pure tech and without any limitations to legacy technology or methods.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Xero
Yes
Calendly
Yes
Intuit ProSeries Tax
Yes
Mailchimp
Yes
Microsoft 365
No
Microsoft Office 2021
Yes
Microsoft OneDrive
No
MyTAXPrepOffice
Yes
Nekton.ai
Yes
Integrations
QuickBooks Online
Yes
Xero
Yes
Calendly
No
Intuit ProSeries Tax
No
Mailchimp
No
Microsoft 365
Yes
Microsoft Office 2021
No
Microsoft OneDrive
Yes
MyTAXPrepOffice
No
Nekton.ai
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
Pricing Details
- Mobile Expense app /w OCR
- Store documents indefinitely
- Integrates with QuickBooks and Xero
- Bank and credit card import
- Bills Fetch, Bulk Uploader, et al.
- 3 x Profiles per user
- Share your data with your bookkeeper or accountant
- Store documents indefinitely
- Integrates with QuickBooks and Xero
- Bank and credit card import
- Bills Fetch, Bulk Uploader, et al.
- 3 x Profiles per user
- Share your data with your bookkeeper or accountant
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
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
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Vendor Details
Company Name
Veryfi
Founded
2017
Country
United States
Website
www.veryfi.com
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
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
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
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
Yes
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
No
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
Yes
Time Tracking
Yes
Workflow Management
Yes
