eSUB Construction Software vs. TaxDome

If you are doing any sort of new construction, eSUB is a budget friendly option for managing the process. It's helpful for keeping track of submittals, RFI's and for foreman doing Daily Work Reports. It is not suited really well for plan management and scheduling. The modules for these are not well thought through. Also if you specialize in service work or projects that have short durations (i.e. 1-2 weeks or less), eSUB isn't the best option for you. It would take too long to set up a job vs the time it takes to do the job.

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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.

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• It is built with subcontractors in mind. There are many PM software available but this one aims at the commercial subcontractor.
• It does a great job covering the basics of typical commercial work. There are areas that allow you to customize such as adding reservations of rights to documents.
• It can integrate with Microsoft quite a bit, we use this in our work every day and being able to export or sync data/calendars has been helpful.

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• 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

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• I have no suggestions at the moment and if I ever do have a question, concern or suggestion, a quick email to eSUB gets a quick response.

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• 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

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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).

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It has been helpful whenever I've called. They have been able to walk me through solutions and even direct me to the right answer. There was only 1hr difference between time zones so this was manageable. If we experienced bugs, their IT department was helpful at remedying and they were always rolling out updates.

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eSUB is not even close when it comes to the offerings that the others have. eSUB is a happy medium for the functionality it provides and is at an affordable price point that it doesn't break the bank. Other solutions are a lot more integrated into the company processes and procedures, which means more upfront investment to get the platform to go live. eSUB's simplicity makes it easier to roll out because it doesn't integrate with as many aspects of the business.

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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.

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• eSUB saves time as you don't have to type, print and send documents.
• I like to call it "set it up once, use it a million times" as once you set up a customer, vendor etc... you can use them across multiple platforms.
• It saves money as you don't need a pool of resources to manage a project due to its ease of use.

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info