I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors.

I use the software for expense reimbursement. It can get annoying taking a picture then waiting till later in the day for it to get processed.

The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform.

Clients can be confused about submitting multiple invoices by email. Doesn't split across classes/departments in basic product.

Also they really do not want you to contact support so its difficult. Its a great idea and works with QuickBooks once you can figure out how to set it up.

The company is really responsive to improving the product. Simplifies the Accounts Payable Process and saves a lot of time.

It combines multiple receipts into one entry, entirely in error. It fails to recognise the currency of the receipt.

The software is very capable at image recognition and determining exactly what was charged. It also does a good job of archiving said expenses.

What you will get back will be endless emails with can responses using the very faq pages which are useless.

WE like the extraction/invoice fetching ability. For the most part, the tax extraction is correct.

The fact that it uploads to QuickBooks and translates the image seemed positive. It does not allow you to add a duplicate entry which is great.

Company-wide this tool has allowed for the simplest tracking and collecting of receipts that we have utilized yet, we are excited to continue utilizing the tool.

Good Experience, It is very easy to use and to connect to the accounting system of your choice.

Tricky to set up, costly. Now there are other products with same functionality but cheaper.

This software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.

Game changer for small businesses that still use the shoe box method. It is a very easy integration with Quickbooks online.

The interface is clear and user-friendly. The lack of mandatory expense reports is a big plus in my view.

It's great in that it integrates well with other software so you dont have to worry too much about compatibility.

They send me a link to sort it out, but the link went nowhere and ended in Oops, you've taken a wrong turn. Now they have stopped replying.

Dext is a great software to eliminate the need for keystrokes to enter data into accounting software.

I recommend to my accounting clients as a quick way to get their expenses recorded. Take a picture of the receipt with your phone and auto publish straight into Quickbooks.

Its easy to use, snap a picture and go that easy. Pretty good cost and sync with QuickBooks.

For me Quickbooks Desktop sync was tough and at the current moment after trying for 5hrs to get going not working.

Customer support was responsive and had a great attitude.

Receipt Bank is really a time saver software in term of keeping records of your expenses receipt. Moreover, its integration with accounting software like Xero is very useful.

The ability to upload your bills, receipts, invoices and bank statements from your phone makes it easy to work even out of office.

Some during processing its happens that wrong currency and tax code are mismatched, which leads to errors also in processing.

Dext is EXPENSIVE and now I have to pay double, when I asked to be upgraded (or refunded) right after I bought it.

Hard to contact customer service, when I have questions is hard to get in touch with them because they are located outside of the US.

They overcharged us by £2,500 and have refused to refund us.

One year contract - whether you drive value for money or not - you are dinged for $3600 annually - wow what an expensive lesson learned.

The ease of use, I can explain to clients how to use it easily.

VERY BAD, EXTREMELY DISAPPOINTED. SALES TEAM SAID TECH SUPPORT WERE SUPERSTARS, THEY DON'T EXIST.

Good software but could be cheaper for smaller practices.

Ease of use is key here to minimise any further hassle from bookkeeping. RB is super easy to use, very quick to upload documents via the app or the desktop.

We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly from Amazon, Uber etc. to save another stage of manual work.

For accounting firms, the bundled pricing is a great value to share with your clients.

Sync with my software, wholesale pricing. Great system to be organized and save all receipts to maximize deductions.

The mass email system is great. The ability to have all the emails in one place for a specific tax client is excellent.

I absolutely love that I can easily share, or not share, documents. It makes collaboration super easy.

Sometimes hard to navigate where to find documents. The platform can also be sluggish at times.

Customer Support has been irritating at times and hit or miss the rest.

Overall good and easy to use. Nice to have one place to hold all of our documents.

Its multifunctionality is my top preference, then the pricing and the fact that they are still improving on the app makes me convinced that I am using the best tool.

The software is generally very easy to navigate and they have an outstanding library of tutorial videos to help break the learning curve.

Customer service team has been awesome. The Taxdome team continues to put in place updates to improve their product.

Inability to collect client leads from Website, inability to chat with team on tasks.

TaxDome meets the needs of my business in one place. I like the client portal, email integration, workflow and e-signature capabilities.

Very few pre-made templates for the pipelines, inability to create a multiple line invoice, no texting (but we hear that is coming soon).

It's very user friendly, super organized and everything is labeled, perfect for OCD people like myself.

Onboarding meetings have been super helpful. This software is very inexpensive for what you receive.

I like the workflow, ease of uploading documents and getting signatures, I like the integration with my email.

It was also super easy to setup the client base. The ability to have all the contact information and able to trace everything at one spot is key, and great for my small business.

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.

I haven't really had any negative experiences with TaxDome.

Love that the software automatically reminds clients to respond - it's a lifesaver. Ease of use on the clients' end is also highly desirable.

Customer service has been amazing and very responsive. I can't wait to see the feature list grow even more.

It made it confusing so I had to personally email my CPA and ask if there was a problem.

They were so helpful and amazing to work with. Taxdome is highly recommended.

They have great customer service and their on boarding  white glove service was wonderful.

So much there that it is overwhelming. I was a bit confused with some of their terminology.

I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched.

I like that all of my information is secure and I can send it to my tax company quickly. I like the payment options as well.

I like the system for its secure signature feature. Now that I have a better understanding between contacts and accounts I like the organizational system of the program.

I liked how easy it was to integrate with existing cloud-based services and how user-friendly it was.

At sometimes, I felt confused when I saw the all documents at once instead of looking into each categorized file.

It's been fantastic, [SENSITIVE CONTENT HIDDEN] was very helpful and continues to be helpful throughout the process.

I liked most, the ability to get a discount card by completing this survey.

I don’t really have any complaints about the software.

I access this system annually and I love how easy it is to help me reset my password. I also enjoy the how simple yet sleek the interface is.

Bulk  upload feature is great and the ease of having all client communications automatically uploaded is nice.

Very easy to find something. 50 dollars a month and it is easily taking care of 100-200 dollars worth of subscription services.

Great for pros and for beginners, at first I was not interested on using this product,  but now, I highly recommend it.

US Dollar

Accountants make better businesses.

At Dext, we give accountants, bookkeepers and businesses powerful tools that automatically and intelligently process and analyse financial data. Now you can advise in real time with new levels of insight, better than ever.

We believe that when given the right tools, accountants and bookkeepers are the backbone of every successful business. It’s that simple.

With Dext, those tools have become even more powerful and integrated to meet the demands of businesses today.




LongDescription

Purchase Order Management

General Ledger

Real Time Data

Budgeting/Forecasting

Expense Tracking

Payroll Management

Financial Reporting

For Accountants

Data Capture and Transfer

Data Retrieval

Invoice Processing

Reporting & Statistics

Billing & Invoicing

Client Management

Task Management

Document Management

Fund Management

Data Management

Approval Process Control

Vendor Management

Single user  - $15/month for 50 items
Multi-user - $25/month


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Dext Prepare

Webinars

Documentation

TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients. 

TaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely.

You can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality.

TaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.


Deadline Management

Document Templates

Employee Management

Messaging

Tax Management

Electronic Payments

Status Tracking

Due Date Tracking

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Timer

Progress Tracking

Ad hoc Reporting

Credit Card Processing

Invoice Management

Timesheet Management

Project Management

Cash Flow Management

Customizable Fields

Data Import/Export

Accounting

QuickBooks Integration

Audit Trail

Configurable Workflow

For CPA Firms

Project Time Tracking

Multi-Currency

Mobile Access

Online Payments

Compliance Management

Client Portal

Sales Tax Management

Email Reminders

ACH Payment Processing

Workflow Management

Real-Time Updates

Email Management

Activity Dashboard

Alerts/Notifications

Reminders

Accounts Payable

Customizable Templates

Audit Management

Customizable Branding

Reporting/Analytics

Accounts Receivable

Appointment Management

Approval Workflow

Staff Management

Secure Data Storage

Third-Party Integrations

Search/Filter

Tax Calculation

Tax Compliance

For Tax Practices

Communication Management

Bank Reconciliation

TaxDome offers a 14-day free trial for new users, after which the software is available 
Lite plan - at $25 per month billed annually.
Pro plan - at $50 per month per user billed annually.
A $75 per month per user - additional monthly subscription for seasonal staff. 


Dext Prepare vs TaxDome

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons