Avii Workspace vs. TaxDome

Avii Workspace

Avii Workspace

1 Reviews and Ratings

TaxDome

TaxDome

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Avii Workspace	Score 9.0 out of 10	Enterprise companies (1,001+ employees)	Avii Workspace™ is an end-to-end practice management platform for tax, audit, advisory, management consulting and compliance that provides native functionality; interconnects required or preferred SaaS and internal systems that allow API connectivity; and eliminates redundant SaaS products with their associated logins, passwords, and additional costs. Avii Workspace gives consultants and clients a single portal and a unified workspace for the functions that drive consistent workflow,…	$55 per user/per month
TaxDome	Score 9.2 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.	$50 per month per user

Pricing

Avii Workspace

TaxDome

Editions & Modules

Avii Workspace: $55.00
per user/per month

A hub for client, team, and document management with online payments & practice management automations.: $50
per month per user
TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.: $300
per year for sole proprietors

Offerings

Pricing Offerings
Avii Workspace	TaxDome
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Avii Workspace	TaxDome

User Ratings
	Avii Workspace	TaxDome
Likelihood to Recommend	- (0 ratings)	10.0 (1 ratings)
Usability	- (0 ratings)	10.0 (1 ratings)

User Testimonials
	Avii Workspace	TaxDome
Likelihood to Recommend	Avii No answers on this topic	TaxDome 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. Incentivized Verified User Anonymous Read full review
Pros	Avii No answers on this topic	TaxDome 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 Incentivized Verified User Anonymous Read full review
Cons	Avii No answers on this topic	TaxDome Chat function - would prefer a pop-out window; limited overall function (only just got emojis, "enter" does not send the message) Contact info is not embedded into the default account page, would like to see this first thing (since we use TaxDome in part as a CRM) For large client databases, the search function is somewhat slow Incentivized Verified User Anonymous Read full review
Usability	Avii No answers on this topic	TaxDome 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). Incentivized Verified User Anonymous Read full review
Alternatives Considered	Avii No answers on this topic	TaxDome 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. Incentivized Verified User Anonymous Read full review
Return on Investment	Avii No answers on this topic	TaxDome 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. Incentivized Verified User Anonymous Read full review
ScreenShots	Avii Workspace Screenshots