OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.
TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$58.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.1 /5
(198)

Ease of Use

3.7/ 5

Features

3.9/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5

Overall rating

4.7 /5
(3,269)

Ease of Use

4.5/ 5

Features

4.6/ 5

Customer Service

4.7/ 5

Value for Money

4.7/ 5

Total features 48

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Calendar Management
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Email Reminders
  • Employee Management
  • Expense Tracking
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Time Tracking
  • QuickBooks Integration
  • Real-Time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Configuration
  • Workflow Management

Total features 67

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Calendar Management
  • Cash Flow Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Email Reminders
  • Employee Management
  • Expense Tracking
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Time Tracking
  • QuickBooks Integration
  • Real-Time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Configuration
  • Workflow Management
  • APX e-Invoicing
  • AcuityCRM
  • Calendly
  • Drake Tax
  • Dropbox Business
  • Gmail
  • Google Drive
  • Lacerte Tax
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • OneDrive
  • ProConnect
  • ProSeries Tax
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Schedulista
  • Stripe
  • TaxAct Business
  • TaxAct Professional
  • Zapier
  • APX e-Invoicing
  • AcuityCRM
  • Calendly
  • Drake Tax
  • Dropbox Business
  • Gmail
  • Google Drive
  • Lacerte Tax
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • OneDrive
  • ProConnect
  • ProSeries Tax
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Schedulista
  • Stripe
  • TaxAct Business
  • TaxAct Professional
  • Zapier