It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions.

It is difficult to prioritize without the deadline distinction.

Great inexpensive product to assist with project management.

They also send us regular tips and tricks to get the most out of our software. It has been a great experience.

Integration was relatively easy. Everything from the dashboard to the task flow was very simple and also easy to understand.

They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff.

The filtering and column sorting system in the Jobs tab is awkward, there is a limit on the number of Labels allowed, would prefer more granularity in email notification options.

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.

I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve.

Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line.

No way to turn tasks off on the calendar permanently. No way to change a template once you have entered the template and change all of them.

Plus with the reports, we could filter by name of task, due date, etc. We did have an issue with tasks randomly disappearing, though, which was really scary and made us lose some trust in the system.

We ended up moving on to Karbon because of the email integration, but overall my experience with JetPack was actually pretty good.

Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time.

We are a small (3 person) firm, and I am no IT guru. I found the setup to be very user friend and the support of the software has been wonderful.

I love the fact that I have a list of all of my clients and I can assign tasks to each client. It helps me make sure that I don't let anything fall through the cracks.

Price, training video's, support, cloud and internet based, access.

I had a good experience with the process building in JetPack.

That is my only complaint... that and it's getting more expensive each employee I add.

They have a great product that is still affordable for a small firm. Having all jobs and tasks on each client in one place is wonderful.

We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.

The worst thing I can think of is that it's easy in some entry fields to click out without checking to accept the entry. The entry is lost and has to be rekeyed.

It makes clients feel you care about them and that you are on top of things. Jetpack helps me do that.

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.

US Dollar

Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping operations for accounting firms. With over 70 workflow templates available and an integrated template builder on hand for custom workflows, Jetpack workflow allows professionals to focus on every step of the bookkeeping process,  ensuring that no task gets left behind. For critical deadlines, users can set jobs to automatically reoccur on a daily, weekly, or monthly basis with powerful scheduling capabilities. 

Jetpack Workflow can keep up with how much work is completed and identify which task needs to be completed next, helping teams stay on top of any project. To streamline team collaboration, Jetpack centralizes all documents, notes, and messaging in one centralized location for quick access. 

JetPack Workflow can easily sync with Quickbooks Online to seamlessly integrate billing and payroll.


LongDescription

Deadline Management

Status Tracking

Due Date Tracking

Time Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Project Management

Collaboration Tools

Data Import/Export

For CPA Firms

Project Time Tracking

Multi-Currency

Workflow Management

Alerts/Notifications

Time & Expense Tracking

Approval Workflow

Client Management

Staff Management

Task Progress Tracking

Task Management

Document Management

Search/Filter

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

Jetpack Workflow

Live Online

Webinars

Documentation

Videos

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.


Document Templates

Employee Management

Messaging

Tax Management

Electronic Payments

Customizable Reports

Data Synchronization

Progress Tracking

Ad hoc Reporting

Credit Card Processing

Invoice Management

Timesheet Management

Approval Process Control

Cash Flow Management

For Accountants

Customizable Fields

Accounting

QuickBooks Integration

Audit Trail

Configurable Workflow

Mobile Access

Online Payments

Compliance Management

Client Portal

Sales Tax Management

Email Reminders

ACH Payment Processing

Real-Time Updates

Email Management

Activity Dashboard

Invoice Processing

Reporting & Statistics

Reminders

Accounts Payable

Customizable Templates

Billing & Invoicing

Audit Management

Customizable Branding

Reporting/Analytics

Accounts Receivable

Payroll Management

Appointment Management

Secure Data Storage

Third-Party Integrations

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. 


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