Financial Cents vs TaxDome
Financial Cents is an easy-to-use accounting practice management software that provides accounting and bookkeeping firms with all they need to grow, from workflow automation and team collaboration to seamless client management, task management, and automated client request features that enhance the client experience.
Nat Valentin Heaney
Valentin Accounting & Tax
Financial Cents vs TaxDome features compared
Financial Cents
TaxDome
Features
| Workflow Automation |  | |
| Document Management | | |
| Billing & Invoicing | | |
| Proposals & Engagement Letters | | |
| Client Portal | | |
| Firm-branded client portal | | |
| E-signature | | |
| Manage uncategorized transactions | |  |
| Zapier integration | | |
| Automated client reminders | | |
| Integrated email | | |
| QuickBooks integration | | |
| SmartVault Integration | | |
| Google Drive Integration | | |
| OneDrive Integration | | |
| Capacity Planning | | |
| Open API | | |
| Robust reporting | | |
| Workflow Templates | | |
| Community template library | | |
| Workflow templates AI | | |
| Email templates AI | | |
| Team Chats | | |
| Comments and @mentions on tasks and projects | | |
| CRM | | |
| Secure file storage | | |
| Time Tracking | | |
| Time Tracking reports & budgeting | | |
Why users love us ❤️
Built for accounting, bookkeeping & tax firms
Unlike Taxdome, which is primarily built for tax firms, Financial Cents is a comprehensive practice management designed specifically for the diverse needs of accounting, bookkeeping, and tax firms. Regardless of your firm’s specialty or needs, you can streamline workflows on Financial Cents to manage all your client’s tasks.
Additionally, Financial Cents offers the scalability and flexibility to adapt and grow with your firm, eliminating the need to switch software as your service offerings expand.
“Streamlining Bookkeeping to leave room for more Advisory
I don’t have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable – including the reminder emails.”
Danielle M
A more robust workflow
Taxdome does a little bit of everything making its accounting workflow and automation features limited. Financial Cents on the other hand offers a more robust workflow and features to help you get work done for clients more efficiently and right on time.
Our workflow management features include a workflow dashboard that gives you visibility to track work done in your firm; workflow automation to help you automate manual tasks and recurring tasks; automated client requests to help you receive information from clients faster; an easy-to-use client portal and more.
“The business problem we are solving with Financial Cents is twofold. First, we are improving our internal communications. Second, we are ensuring that no project falls through the cracks.”
Michael McMullin | Managing Partner, Jack Trent & Co
Streamline your work and client communication with AI assisted processes
Our AI integration helps you create workflow templates within seconds for any client tasks or project you may have, even if they seem out of scope, making work easier for you. You can tweak and save the email for future use within your firm.
You don’t have to spend minutes or hours when you want to send emails to clients or respond to their emails. Using AI inside Financial Cents, you can create client emails on the go. The best part? You can save the email generated as a template inside Financial Cents, so you don’t have to generate them each time. Your team members can also have access to them and use them for client emails whenever they need to.
Taxdome’s AI features are limited to document management and reporting.
“Can’t say enough good things about it!
We are thrilled with the streamlined workflow Financial Cents brings to our firm! After much trial and error, with other products/companies over-promising and under-delivering, the cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support have made this an easy decision for us. Financial Cents is my top choice for efficient and effective financial management – 10/10 highly recommended!”
Michelle A.
Easy to set up
One of the reasons clients love Financial Cents is its ease of use, which makes it easy to set up and start implementing. Financial Cents workflow dashboard is intuitive, simple to understand and get around at first try. We designed our interface with a users first approach and we constantly request feedback to ensure users do not encounter roadblocks while using our software.
We also provide a library of tutorial videos to help you start automating processes and workflows in your firm in no time.
Financial Cents is rated 4.9/5.0 for ease of use on Capterra, while Taxdome is rated 4.5/5.0.
“I love that it took little to no effort to understand, all of the intro videos were so helpful. They got me started on the right path. I love that it is like taking my brain and putting it into order. It helps me get/stay organized.”
Jill B
Financial Cents vs TaxDome Pricing
Financial Cents has four plans – Solo plan, Team plan, Scale plan and the Enterprise plan.
The Solo Plan is perfect for solo accountants and bookkeepers who want a simple way to stay organized, manage client work, and never miss a deadline. It includes features like workflow management, time tracking, invoicing & billing, client portal & client tasks. It costs $19/month – billed annually.
The Team plan includes all you need to hit your client deadlines with more visibility, collaboration and organization. It costs $49/month per user – billed annually and $69/month per user month – billed monthly.
The Scale plan has more advanced features such as the branded client portal, auto-follow ups for client tasks and more. It costs $69/month per user – billed annually and $89/month per user month – billed monthly.
The Enterprise Plan provides advanced support, security, and customization for large firms. It includes everything in the Scale Plan, plus enhanced security, custom permissions, webhooks, priority support, premium training, and a dedicated success manager. Contact sales for custom pricing.
Learn more about our pricing plans
Taxdome has three (3) pricing plans:
Essentials Plan (for solo users) – $700 per year/per user for a 3 year plan, $750 per year/per user for a 2 year plan or $800 per year/per user for a 1 year plan
Pro Plan – $900 per year/per user for a 3 year plan, $950 per year/per user for a 2 year plan or $1,000 per year/per user for a 1 year plan
Business plan – $1,100 per year/per user for a 3 year plan, $1,150 per year/per user for a 2 year plan or $1,200 per year/per user for a 1 year plan
Loved by over 10,000 accountants, bookkeepers and CPAs
Frequently asked questions
Yes, you will have access to all the features and features that Financial Cents has to offer during your free trial. Also, you will be able to invite your entire firm to use the solution.
We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.
So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.
Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.
We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.
Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.
Adding your clients is as easy as 1, 2, 3. You can import all your clients and their data within 30 seconds with our QuickBooks Online integration. If you don’t use QuickBooks Online then you can export your client list (via CSV) from your current software and import it into our system in just a few steps.
Our system allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.
We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.
Yes, we offer unlimited storage for client and firm files. You can easily store all your documents in Financial Cents to keep your firm organized as it grows.
Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.
Get Started Today
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!