Page 2 - Top TaxDome Alternatives

Financial Cents

financial-cents.com

Scale your accounting firm with one easy-to-use solution. Collaborate with your staff, track the status of client work, automate client-data collection, track time, invoice your clients, and store all your client information in one secure place!

ShareFile

sharefile.com

Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.

Canopy

canopytax.com

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

Spreadsheet

spreadsheet.com

The spreadsheet you know with the power of a database and project management system. Gantt, Calendar, Kanban, Forms, and Automations. Get started free.

Momentum

momentum.io

Momentum is a no code platform to automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum gives revenue team the building blocks to operationalize sales motions and improve efficiency. With pre-assembled recipes, including Slack deal rooms, deal desk approvals, and automatic capturing of files and notes into opportunities, deals close faster, with better accountability and collaboration along the way.

ProWorkflow

proworkflow.com

ProWorkflow is an industry-leading comprehensive project management tool for teams of 5 to 5,000. With 17 years of experience and more than 3 million projects completed to date, we understand small details through to big data. Track Gantt chart tasks, Kanban boards, time, documents, communications, quotes and invoices. Our powerful API and customizable features let you easily tailor ProWorkflow to your job. World-class customer support and free onboarding makes the decision to join easy.

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

Fluix

fluix.io

Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.

Jetpack Workflow

jetpackworkflow.com

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

Runrun.it

runrun.it

Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks, projects, and workflow. The user clicks on Play and Runrun.it automatically counts hours, allocating costs to clients, projects, and task types. You gain control and insight into the profitability of your projects and clients through a powerful set of data. Try it free.

MYOB Australia

myob.com

Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.

Scoro

scoro.com

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.  Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Gmelius

gmelius.io

Gmelius makes great teamwork happen right from your Gmail inbox. Starting with powerful shared inboxes, shared Gmail labels, visual Kanban boards, and smart workflow automations right inside Gmail, Gmelius offers a unique collaboration platform that integrates with the rest of your daily apps. Connect your favorite tools together with our unique 2-way integrations (including Slack and Trello), public API, or through Zapier. • Simplify email management • Increase transparency and accountability • Automate and optimize the distribution of your workload • Streamline your workflows and automate any grunt work Gmelius offers the leading shared inbox solution in the market and here is why: 1. Gmelius seamlessly integrates with your existing tools. Gmelius lives right in your Gmail inbox, letting your teammates work in an ecosystem they are comfortable with. You save time and money on migration, administration, and training. 2. Gmelius scales with your needs. Our unique architecture supports on a daily basis small and large organizations. Our largest customers count 8,000+ active shared inboxes and 10s of thousands of users. 3. Gmelius enforces a strict Privacy by Design model. Our headquarters are in Switzerland, Europe, and privacy has always been proactively integrated into our platform. Unlike other services, Gmelius never stores the content of your emails.

Magical

getmagical.com

Magical is a productivity app that speeds up repetitive tasks as you work - no APIs or integrations required. Just an browser extension. With a simple keystroke, Magical automates mundane tasks like messaging, data entry, sourcing, and prospecting workflows. Unlike existing automation solutions that are expensive, clunky, and require a technical team to set up, Magical is designed for non-technical users, offering no-build task automations that works across any app. Use Magical to quickly personalize and expand messages as you type, move data from app to app to keep data bases up to date or move data into spreadsheets instantly. You can even use AI to write new messages for your using quick replies or custom prompts - where ever you work. Invite your entire team onto Magical and make everyone more productive by sharing your best message templates or productivity hacks. Magical is free to use!

Suralink

suralink.com

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.

Parabola

parabola.io

Parabola is the spreadsheet alternative where you combine the data running throughout your company and create automated processes. Pull in data from any source you can imagine—from scattered spreadsheets and tools, to emails and PDFs—and build logic that replicates the manual work you do every day. Use our canvas to combine and transform your data, and surface the results to the right people at the right time so you can do more with the data you rely on. In the process, you’ll codify the steps for every workflow you manage so they become repeatable, shareable, and usable for the whole team. Create solutions for the problems you’ve always wanted to solve, and make your work more shareable and impactful along the way. Parabola is proud to serve companies like Flexport, Sonos, Uber Freight, Brooklinen, and Chubbies and is backed by OpenView Partners, Matrix Partners, Thrive Capital and more.

Assembly

joinassembly.com

Assembly is a modern AI-driven engagement platform that streamlines recognition, rewards, internal communication, and collaboration across the organization. This single, convenient hub offers comprehensive and versatile engagement solutions, including announcements, AI workplace assistants, contests, surveys, and more. Assembly provides an extensive catalog of rewards, such as gift cards, custom swag, culture rewards, and charity donations, fostering a workplace culture where employees feel valued, appreciated, and connected. Powerful analytics enable managers to gain insights into company sentiment, ensuring an environment where employees feel heard and understood. Recognize Your Team in a Meaningful Way Align core values with recognition to encourage daily embrace by the team. Enhance recognition with a vast catalog of rewards including gift cards, custom swag, culture rewards, and charity donations. Automate Milestones and Anniversary Recognition Celebrate every teammate's birthday or anniversary with automated custom shoutouts. Seamless Integration with Microsoft Teams and Slack Engage seamlessly where you already work, with secure integration and real-time data updates. Input data once for immediate synchronization across platforms. Enhance Employee Engagement Utilize CEO and executive updates, various employee surveys, weekly check-ins, and satisfaction surveys to improve engagement. Streamline Internal Communications Leverage tools like AMA templates, news feeds, help templates, group feeds, icebreakers, idea management, internal wikis, and meeting tools to enhance communication workflows. Boost Team Productivity Use daily recaps, agendas, meeting notes, product feedback, wins lists, and a lightweight sales CRM to increase productivity. Simplify HR & Recruiting Implement surveys for employee benefits, exit interviews, eNPS scores, internal referrals, interview questions, and new hire feedback, alongside contractor time tracking and other HR templates.

Flowster

flowster.app

Flowster is the easiest way to manage your company’s processes. It takes mere minutes to create your own custom Standard Operating Procedures (SOPs)!

Lytho

lytho.com

Lytho Workflow forms part of a Creative Operations Platform built specifically for the needs of creative and marketing teams. Combining the most powerful elements of task and workflow management with the collaborative features of online proofing, Lytho helps teams get more content produced - faster. Do the work you love, automate the rest.

Workmap

workmap.ai

Automate Workflows & Manage Data with Spreadsheet Simplicity.

Zigaflow

zigaflow.com

Streamline. Automate. Grow. Zigaflow offers one single software to simplify your business processes. It's customizable, easy to use and will improve the experience for you, your team and your customers.

Flowdash

flowdash.com

Flowdash is the fastest way to build semi-automated workflows. Not every process can, or should, be automated but nobody likes doing mundane, repetitive tasks either. Flowdash helps you build custom workflows faster that are catered to your unique business processes and help drive your business forward.

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Capium

capium.com

Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from laptops, mobiles and tablets from anywhere, granted there is an internet connection available. About Capium: The company was established in 2015 when it launched the first 6 modules to facilitate professional accountants and Small to medium size enterprises (SMEs). By 2018, Capium had acquired 750+ firms using their modules and 6 award nominations, and in 2019, Capium won 2 national accounting awards. Capium is a firm focused on the accountant as the valued client. The accounting tech software market is worth more than 1 billion pounds in the UK, with a compound annual rate of 8.5% forecasted for the period of 2021-2026. With the arrival of the enforcement established by the HMRC of making tax digital (MTD) by the year 2023, it created a need for accountants to seek the appropriate tool/software to help ease their transition into submitting taxes via the cloud to the local government. This has provided Capium (and competing firm) a visible and exponential opportunity for growth in 2022.

Puzzle

puzzle.io

Puzzle provides a collaboration platform to visualize how your operations work in just a few clicks. Today, users have mapped over 35,000 workflows in Puzzle to enable their teams to understand exactly how their people, processes, and tools work across teams. When you integrate with your favorite tools, such as Hubspot, Zapier, and Make, you'll be able to create flowcharts in just a few clicks—synced with data from the tools you use most.

Swit

swit.io

Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to drive Employee Connection Where It Counts. Bring your entire company together on a unified platform that supports communication, work management, task tracking, goal setting, and so much more! Swit is flexible and scalable to meet the needs of any organization of any size. Drag and drop emails into Channels or convert them into task cards. Drag and drop task cards into Channels or DMs. Attach Approvals or OKRs directly to task cards. See why Swit is loved by organizations of all sizes from Small Businesses to Enterprise customers.

SuprSend

suprsend.com

SuprSend is a powerful notification infrastructure that streamlines your product notifications with an API-first approach. Create and deliver transactional, crons, and engagement notifications on multiple channels with a single notification API. What you get with SuprSend? - Multi-tenant support for easy client management - Template management with version controls - In-App Inbox for website and app (React, Angular, JS, Flutter - embedded & Headless components) - SMS, Email, Slack, Teams, WhatsApp, Mobile & web push integration - Batching notifications & Digests - Routing notifications between multiple channels - Brand management to send notifications to customer's end users - Out-of-the-box user preference management - Vendor fallback, switch with auto-intelligent routing - Run campaigns on top of the data warehouse - Real-time logs, analytics, and failure alerts

MYOB New Zealand

myob.com