JazzHR vs. TaxDome

Since it allows you to tag candidates based on their level of talent or potential utility to the company, it is best used to identify the best prospects in large operations, such as multi-franchise oriented businesses that cover all kinds of sales. It can be used to make periodic assessments of the level of employee growth in certain departments, and based on the results let us know if certain employees would do better working in another type of area, so that the overall work operations are more uniform. JazzHR could excel in departments that use a high level of reporting, as its administrative tools provide high content reports with statistics on the performance of each employee or candidate at different levels.

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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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• Customizable fields for the applicant/candidate process.
• Easily tag managers on comments for candidates.
• Send emails to candidates easily through the system.
• Easy to see duplicate candidates and delete or merge their files.
• Can assign stars to candidates and managers can vote on a candidate through the system.
• Can set up Questionnaires to help screen candidates.

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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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• The integration of the other systems such as Payroll, HR systems and operations are not easy to set and not all systems are compatible.
• Should improve compatibility with Microsoft Teams
• Some processes require more steps and become more tedious than in other solutions

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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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It worked well for the majority of our needs and is still in use even though I've left the company. The Resumator was an interim solution until we found a system that integrated with all our other internal systems. However, we ended up staying with it because of ease of use

It's not a 10 due to the eTemplates. If those were less time-consuming to set up and if some common forms were available to select from already set up, then I would give it a 10.

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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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Each person I've spoken to have been helpful, positive and encouraging. Once you begin using JazzHR, they have intervals in which they reach out to you to see how you're doing or if you have any questions. When you're setting up, they review what you've done and offer praise as well as suggestions on how to make it work better for you. They offer webinars and online training videos to walk you through every process.

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A solutions consultant walked me through each step. It was easy. As I progressed in setting things up, their support contacted me to set a time to walk through any possible issues and make suggestions on a better way to set it up. At any time, if I had a question, they were available and there are also training documents and videos available.

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Both Greenhouse and Lever at least seemed to have great products and great teams; they simply weren't worth 2-5X the cost for us. Now, let's be clear - a platform that helps you hire the best people is a certainly worth 2-5X (or perhaps 10X) the cost. However, for most small and medium businesses, the three platforms are very similar. Once you have ~100s of different positions or ~100,000 applicants, then a more advanced ATS could be worth the cost. For us, Jazz is excellent. We have about 8 types of roles and 250 employees, and we see the Jazz system working very well for us even as we grow to 1,000+ employees.

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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Independently Invited by TrustRadius

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• This cuts down immensely on staff time needed in the total recruiting process. Has probably saved at least 1/2 person.
• Trees are being saved since we don't have to print as much! :)
• Consistency is so important in the HR field. Jazz HR makes this easy.

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Independently Invited by TrustRadius

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

• 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

Independently Invited by TrustRadius

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