ProofHub vs. TaxDome

It suits well for those businesses who want to operate on a global level without investing too much over creating infrastructure. A business can easily reach out to various clients, customers, partners and other stakeholders and communicate and collaborate with them in a fast and transparent manner and can effectively tap any opportunities coming its way. Such opportunities if
properly implemented can lead to gains for the parties involved.

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

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

• The obvious, proofing! We need something in-house that can do this instead of hiring one person for this job. Each person on our marketing team knows how to use it.
• Organizes team projects in a friendly way.

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

• 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

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

• Proofhub can improve a bit in areas of helping people customize their accounts a bit more. That makes managing work even more easier, when you have things just the way you want them to be.

• 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

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

With an array of useful features available that solve all our work issues, each department has an access to it. Each one knows what’s going on with different teams. This makes collaboration easier, as different teams just need one tool to come together and get things done. I think this is a great product! it has really helped my company get MUCH better organized.

It's convenient, simple, and clear.

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

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

Great support website and had reps follow up multiple times in our trial process. Getting started was very straightforward and adding people is easy too.

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

We used Basecamp in the past, but we did encounter some problems while working with it. But these concerns have been better addressed in ProofHub. It has a simple interface which is so easy to operate and this was not the case in Basecamp. ProofHub lets us quickly chat with our team members over various work matters through its inbuilt chat feature and resolve them fast while Basecamp provides this feature through a third-party tool which added to our expenses and it was not a very convenient affair. ProofHub has got an inbuilt proofing tool which allows us to get quality feedback over designs instantly saving our time and costs, whereas Basecamp enables proofing through a third party tool which again was not convenient for us. ProofHub’s casper mode feature helps us to protect privacy and secrecy over confidential issues but Basecamp lacks such an important feature. So ProofHub has more to offer and better too in comparison to Basecamp. (answer to Describe how ProofHub stacks up against them and why you selected ProofHub.

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

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

• Proofhub has a great impact on our ROI. Due to a systematic approach of handling each clients’ project, we have been able to double the number of clients we had prior to signing up for Proofhub.

• 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