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.

It will be fabulous - I'm really excited at what I can see for the future of how this will integrate with my processes.

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.

This will help keep me on track with outstanding requirements from my clients. No more writing notes and checking them off on paper.

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.

Tipalti makes it easy to quickly view status of payments and invoices. Having one payment run for international and domestic payments reduces time and costs.

I think that technical support has improved and our inquiries have been attended promptly. I'm happy with the service.

Above all it is very user friendly, providing its users a great and painless experience.

Tipalti's implementation and support teams have been great throughout.

Ocassional payments stuck with less calrity on the reasoning.

Tipalti brought a terrific money transfer solution that's very efficient and supports a variety of payment options.

The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.

Software is easy to use and when I have needed customer support they got back to me in minutes.

They handle everything from the Tax forms to paying out in over 120 chrrencies to 190 countries. Best part is it only requires one line of code to integrate them into ohr system.

The provide all the necessary information needed and all possible questions you might have are readily available on their FAQ section. Their customer support is also quick and reliable.

We liked the self-service option for onboarding new  clients. Tipalti made it super easy to manage monthly payments to the clients, no matter what country and currency they bill in.

Overall simplicity and provides a good tracking, invoices and payment status.

If a vendor is not payable, it can sometimes be difficult to understand the cause.

Tipalti - makes your life easy with accounts payables.

Provides great support when needed. Money transfer solutions offered by tipalti are quite effective.

Seamless for the most part. Our clients who are 13+ easily understand the system and are able to set it up for themselves.

I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.

Lack of detail on error reports. Could be more customizable.

The platform is very friendly and intuitive to use, the onboarding process facilitates compliance and international payments are good.

It is easy to use and clear in what is pending/has been paid. It is very secure as well.

Knowing if a recipient is indeed payable is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.

We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.

Perfect for managing clients from various countries.

There is a lot of back-end work to get it linked into your system but it’s worth it. We send weekly and monthly payments (qty in the thousands) and I’d hate to go back to doing this ourselves.

I also received excellent customer service from Tipalti numerous times.

They help you throughout whatever questions you have and they reply really quick.

By utilizing their products, we've been able to enhance our own controls and increase our ability to provide greater service to our partners.

The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.

They all use different currencies and have different tax requirements, but with the help of this software, this is extremely easy to oversee.

Simplifies the payment process, while supporting statutory compliance and all at a very reasonable cost.

Our business uses Tipalti to manage the payments of thousands of users. We have found the service to be very user-friendly and is easy to onboard new vendors.

US Dollar

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.


LongDescription

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

Approval Process Control

Cash Flow Management

For Accountants

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

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Accounts Payable

Customizable Templates

Billing & Invoicing

Audit Management

Customizable Branding

Reporting/Analytics

Accounts Receivable

Payroll Management

Appointment Management

Approval Workflow

Client Management

Staff Management

Secure Data Storage

Third-Party Integrations

Task Management

Document Management

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. 


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

TaxDome

Live Online

Webinars

Documentation

Videos

Tipalti is the world's leading finance automation solution for managing accounts payable, procurement, expenses, card, and global payments. Eliminating 80% of manual work and accelerating financial close by 25%.

Tipalti allows you to easily onboard global suppliers, eliminate invoice entries with touchless invoice processing, and make global payments to 196 countries in local currency while strengthening financial and compliance control and reducing tax, regulatory, and audit risk.

Tipalti currently serves more than 4 million suppliers and processes over $39 billion annually in international bank transfer remittances. Customers include Amazon Twitch, Amplitude, Roku, Roblox, GoPro, PubMatic, Seeking Alpha, ClassPass, Toast, Automattic, Twitter, GoDaddy, Zola, Zipline, Headspace, Discord, and Canva.


Real-Time Analytics

Multiple Payment Options

Receiving/Putaway Management

Purchase Order Management

Agency Commission

User Management

For Hedge Funds

Invoice History

Payment Processing

Recurring/Subscription Billing

Application Management

Tiered Commissions

Request Assignment

Trade Confirmations

Spend Control

Debit/Credit Card Processing

General Ledger

Financial Analysis

Mobile Payments

Contract/License Management

Financial Management

Duplicate Detection

Electronic Signature

Order Management

Multi Level Marketing (MLM)

Transaction History

Rules-Based Workflow

Data Extraction

Procurement Management

Risk Analysis

Transaction Monitoring

Collaboration Tools

For Money Exchanges

Data Capture and Transfer

Sliding Scale Commissions

Paired Currency Comparison

FACTA Red Flags

Risk Management

Position Management

Self Service Portal

Duplicate Payment Alert

Tipalti Express pricing starts at $149 per month for the platform fee. 

The pricing model is designed to grow with the company. As users need to add advanced features such as W-8 tax forms, international tax IDs, or multi-entity payables, it can easily be done.

TaxDome vs Tipalti

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