Access Handisoft is a suite of solutions for accountants and advisors who want to optimise their practice. It is based on technology acquired with Sage Australia (Sage HandiSoft).
N/A
TaxDome
Score 9.3 out of 10
N/A
TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.
The software is great and does what we need for our day-to-day accounting, but when it comes to our in-house IT, we seem to have issues with our internal server complementing our ability to work outside of the office on the software. Data has been lost, work time wasted twice.
This is a great resource for tax firms with hundreds of clients.
Money wise however, this probably is not economically feasible for firms with only 1-2 tax preparers. It requires a lot of time and energy to build to really be fully operational.
Distinguish between accounts and mere contacts (for us, this is crucial in discriminating between retained clients and prospects who haven't onboarded with us).
Provides an editable PDF function
Offers buildable organizers and templates
Highly customizable pipelines that automate processes
Very easy to use and generally pretty customizable to suit our company's unique needs. We haven't gotten to the stage yet where we're able to test it out on our clients, but the expectation is that the interface should be user-friendly and actually better than what we were using before (SmartVault).
Because we work with a CPA as our Finance Manager, it is best to have the ability to track our workflow and progress, as well as our own Due Date Tracking in order to remind him. They use QuickBooks to document their business, but using Access allows us to easily manage our number to send to them for general use.
Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has many customized options that are extremely well suited for our particular needs, as well as tax form templates for us to use.
Saves money and time. The pipelines help automate many of our processes that we had to do manually.
Offers all-in-one (almost) hub. This also saves major time caused by jumping from app to app.
Again with time-saving and efficiency... Allows us to have both a client-facing portal and an internal portal so we don't have to switch back and forth between systems.
