TaxDome allows firms of all sizes to optimize their practice by using a single platform for back-office operations (workflow, CRM, reporting) and client-facing tools (documents, e-signatures, invoicing, messages). Every client, every email, every job, every invoice, all in one shared place for your team.
Automated workflows, signatures, client onboarding and client communication integrated with user-friendly client portal & customizable CRM.
TaxDome is available in 13 languages: EN, ES, PT, DE, FR, NL, DK, IT, SV, FI, SU, NO, BR
Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
Drake Tax - Look here first for tools and resources to get the most out of starting with Drake.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Taxaroo - Taxaroo enables you to automate your tax workflow. Includes automated organizers, document storage, payments, e-signatures, analytics and more.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Taxfiler - Income Tax Filing Service at lowest fee. File Income Tax TDS Return online with the fastest, safest and easiest portal in India.Contact now!
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.