TaxDome vs. TribeHR (discontinued)

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.

Incentivized

In general, NetSuite is for a large company and works well for large global type or enterprise type companies. We were already using some NetSuite products and associated modules so it fits in well. A smaller or startup would have a more difficult time using the programs and getting the most out of them.

Incentivized

• 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

Incentivized

• Ad publication
• process streamlining
• scalability

Incentivized

• 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

Incentivized

• I would like even more capabilities, but I think that has to do with how we are using the site.
• I would like to receive email notifications once a week with a summary of activity in TribeHR, including time-off scheduled by my team and any new documents or information that has been added.
• I'd like reminders if I am going to go over my time off that is allotted to carry over into the new year and other pertinent vacation, floating holiday, sick time notifications.

Incentivized

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).

Incentivized

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.

Incentivized

We did not previously have an HR product at our company. As stated earlier in my review, we often had to send emails back and forth with our CEO and part-time CFO to get answers regarding policies, payroll and time-off. This has eased the load for these two individuals so that they can focus on the business and revenue.

Incentivized

• 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.

Incentivized

• As I stated it has alleviated numerous back and forth emails with our CFO (who is only available PT) and CEO (who is often too busy to spend time on HR functions) - this has allowed for easy answers to basic HR questions.
• It has allowed us to track all employee time-off in one place, saving us time from checking each individual Outlook calendar for scheduling purposes.
• It has allowed us to direct all employees to one place for core HR documents and information, ensuring that folks are always getting the same answers to their inquiries.

Incentivized