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GoProposal by Sage vs. TaxDome

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
GoProposal by Sage
Score 0.0 out of 10
N/A
GoProposal, from Sage since the October 2021 acquisition, is a proposal software solution for accounting businesses that enables them to engage clients professionally, and with compliance.
$75
per month 1 user & 5 proposals each month
TaxDome
Score 8.9 out of 10
N/A
TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.
$50
per month per user
Pricing
GoProposal by SageTaxDome
Editions & Modules
Solo
$75
per month 1 user & 5 proposals each month
Basic
$120
per month 1 user & 10 proposals each month
Standard
$150
per month 2 users & 50 proposals each month
Premium
$255
per month 10 users & unlimited proposals each month
A hub for client, team, and document management with online payments & practice management automations.
$50
per month per user
TaxDome Lite - CRM and client portal with document exchange, storage & e-signatures.
$300
per year for sole proprietors
Offerings
Pricing Offerings
GoProposal by SageTaxDome
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
GoProposal by SageTaxDome
Considered Both Products
GoProposal by Sage

No answer on this topic

TaxDome
Verified User
Anonymous
Chose TaxDome
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 …
Best Alternatives
GoProposal by SageTaxDome
Small Businesses
QuoteWerks
QuoteWerks
Score 9.4 out of 10

No answers on this topic

Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.4 out of 10

No answers on this topic

Enterprises
Conga CPQ
Conga CPQ
Score 8.5 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Testimonials
GoProposal by SageTaxDome
Likelihood to Recommend
No answers on this topic
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.
Verified User
Anonymous
Read full review
Pros
No answers on this topic
  • 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
Verified User
Anonymous
Read full review
Cons
No answers on this topic
  • 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
Verified User
Anonymous
Read full review
Usability
No answers on this topic
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).
Verified User
Anonymous
Read full review
Alternatives Considered
No answers on this topic
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.
Verified User
Anonymous
Read full review
Return on Investment
No answers on this topic
  • 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.
Verified User
Anonymous
Read full review
ScreenShots