Compare Progress ShareFile and TaxDome 
At a Glance
Market Segments
Small-Business (39.8% of reviews)
Small-Business (99.9% of reviews)
Entry-Level Pricing
Free Trial 1 Trial License
$58.00 Per Month
Progress ShareFile
Star Rating
(1,475)4.1 out of 5
Market Segments
Small-Business (39.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 Trial License
Free Trial is available
Browse all 5 pricing plansTaxDome
Star Rating
(697)4.7 out of 5
Market Segments
Small-Business (99.9% of reviews)
Pros & Cons
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDomeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Progress ShareFile excels in secure file sharing, with users appreciating its robust compliance and security measures. Many highlight the platform's ability to control access and track activity, making it a reliable choice for handling sensitive documents.
- Users say TaxDome stands out for its intuitive design and strong CRM capabilities. Reviewers frequently mention the effectiveness of its client portal and workflow automation tools, which have significantly streamlined operations for firms, allowing for a more centralized management of tasks.
- According to verified reviews, Progress ShareFile has a quicker setup process, with users noting that the onboarding experience is straightforward and user-friendly. This ease of setup can be a significant advantage for teams looking to implement a new solution without extensive training.
- Reviewers mention that TaxDome's recent updates and AI assistance have enhanced usability, making it easier for both firms and clients to navigate the platform. Users appreciate the ongoing improvements that keep the software aligned with their evolving needs.
- G2 reviewers highlight that while Progress ShareFile has a solid overall rating, it faces challenges in meeting specific workflow requirements for some users. This can lead to configuration difficulties, especially for those with unique operational needs.
- Users express that TaxDome's quality of support is a significant strength, with many praising the responsiveness and helpfulness of the support team. This level of assistance can be crucial for firms that rely on timely help to resolve issues and maintain productivity.
Pricing
Entry-Level Pricing
Progress ShareFile
FREE TRIAL
Free Trial
1 Trial License
Try ShareFile Premium free for 30 days.
- All ShareFile PREMIUM Features Included in Trial
TaxDome
TaxDome Essentials
$58.00
Per Month
- Native PDF Editor
- Firm and client mobile apps
- White-labeled website and client portal
Free Trial
Progress ShareFile
Free Trial is available
TaxDome
No trial information availableRatings
Meets Requirements
8.7
1,234
9.0
579
Ease of Use
8.5
1,235
8.3
590
Ease of Setup
8.5
460
7.5
401
Ease of Admin
8.5
439
8.4
331
Quality of Support
8.2
1,022
9.0
551
Has the product been a good partner in doing business?
8.6
420
9.0
318
Product Direction (% positive)
7.6
1,201
9.2
554
Features by Category
Signature Process
9.2
192
Not enough data
8.8
167
Not enough data
8.9
187
Not enough data
8.4
124
Not enough data
8.9
178
Not enough data
8.9
93
Not enough data
8.7
134
Not enough data
8.8
175
Not enough data
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
9.2
140
Not enough data
9.2
157
Not enough data
8.9
106
Not enough data
Platform
8.4
87
Not enough data
8.5
96
Not enough data
8.2
62
Not enough data
9.0
107
Not enough data
8.4
60
Not enough data
File Management
8.5
608
Not enough data
8.5
717
Not enough data
8.7
723
Not enough data
8.2
655
Not enough data
8.1
474
Not enough data
Agentic AI - Cloud Content Collaboration
6.1
6
Not enough data
5.6
6
Not enough data
6.1
6
Not enough data
Collaboration
8.6
619
Not enough data
9.0
754
Not enough data
7.9
528
Not enough data
8.2
549
Not enough data
Administration
8.6
517
Not enough data
8.6
496
Not enough data
8.5
456
Not enough data
8.8
502
Not enough data
8.5
429
Not enough data
9.1
537
Not enough data
Platform
8.6
271
Not enough data
8.3
220
Not enough data
8.3
201
Not enough data
8.2
158
Not enough data
Document Creation
Not enough data
8.7
48
Not enough data
8.4
49
Not enough data
8.0
47
Not enough data
7.7
45
Not enough data
7.4
45
Not enough data
8.4
45
Workflow
Not enough data
8.3
45
Not enough data
8.4
44
Not enough data
8.7
46
Analytics
Not enough data
7.8
42
Not enough data
7.8
43
Not enough data
7.4
43
Administration and Platform
Not enough data
8.6
44
Not enough data
8.6
44
Not enough data
8.5
45
Not enough data
8.8
46
Not enough data
7.5
42
Not enough data
7.8
42
Generative AI
Not enough data
6.7
37
Setup
8.3
23
8.2
85
8.9
22
8.2
84
8.0
22
8.0
81
8.5
24
8.6
80
Management
8.6
23
8.1
79
8.7
23
7.9
77
8.1
22
7.4
76
Generative AI
6.8
18
6.8
70
Agentic AI - Workflow Management
4.3
5
6.4
26
5.8
6
6.3
26
5.7
5
6.3
25
5.7
5
6.1
25
5.7
5
6.1
24
6.0
5
6.3
24
6.3
5
6.1
24
Platform Additional Functionality
Not enough data
9.1
395
Not enough data
8.9
401
Not enough data
8.2
365
Not enough data
9.3
418
Platform Content
Not enough data
8.7
394
Platform Data
Not enough data
8.7
403
Agentic AI - Tax Practice Management
Not enough data
6.9
32
Not enough data
7.1
33
Not enough data
6.5
32
Not enough data
6.6
32
Not enough data
6.5
32
Communication
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Goal Creation
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Agentic AI - Objectives and Key Results (OKR)
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
8.2
93
Not enough data
7.6
90
Not enough data
9.2
94
Not enough data
9.3
92
Not enough data
8.2
89
Collaboration
Not enough data
8.4
96
Not enough data
8.8
92
Not enough data
8.6
91
Not enough data
7.8
89
Not enough data
8.0
89
Not enough data
8.8
95
Platform Basics
Feature Not Available
Not enough data
9.2
8
Not enough data
8.5
8
Not enough data
Feature Not Available
Not enough data
8.3
8
Not enough data
9.6
8
Not enough data
Content Planning
8.5
8
Not enough data
9.6
8
Not enough data
Feature Not Available
Not enough data
Marketing Campaign Performance
8.5
8
Not enough data
7.9
8
Not enough data
Agentic AI - Marketing Calendar
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Other Features
8.5
8
Not enough data
9.2
8
Not enough data
Management
8.9
80
Not enough data
8.6
73
Not enough data
Feature Not Available
Not enough data
8.5
76
Not enough data
Functionality
8.8
78
Not enough data
8.1
59
Not enough data
8.6
74
Not enough data
8.1
67
Not enough data
Security
9.0
73
Not enough data
9.0
75
Not enough data
8.8
77
Not enough data
Communication
Not enough data
9.1
245
Not enough data
8.8
238
Not enough data
8.8
231
Collaboration
Not enough data
8.7
229
Not enough data
8.7
232
Not enough data
8.2
215
Billing
Not enough data
8.0
220
Not enough data
8.0
217
Not enough data
7.9
216
Onboarding
Not enough data
8.4
236
Not enough data
8.4
229
Not enough data
8.6
238
Visibility
Not enough data
8.6
225
Not enough data
7.9
209
Not enough data
8.9
236
Not enough data
8.5
218
Not enough data
8.9
227
Not enough data
8.1
227
Agentic AI - Accounting Practice Management
Not enough data
6.4
19
Not enough data
6.1
19
Not enough data
6.2
18
Agentic AI - Enterprise Content Management (ECM)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
File Management
9.1
13
Not enough data
8.8
13
Not enough data
Feature Not Available
Not enough data
8.8
14
Not enough data
9.1
16
Not enough data
8.8
13
Not enough data
7.6
12
Not enough data
9.2
11
Not enough data
8.8
11
Not enough data
9.2
12
Not enough data
8.7
13
Not enough data
8.6
12
Not enough data
Workflow
8.1
13
Not enough data
8.5
12
Not enough data
8.9
12
Not enough data
8.9
11
Not enough data
9.2
11
Not enough data
Platform
8.8
11
Not enough data
8.7
14
Not enough data
9.1
13
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Progress ShareFile and TaxDome are categorized as Workflow Management
Unique Categories
Progress ShareFile is categorized as File Transfer Protocol (FTP), Marketing Calendar, Objectives and Key Results (OKR), Cloud Content Collaboration, Enterprise Content Management (ECM), and E-Signature
TaxDome is categorized as Tax Practice Management, Accounting Practice Management, Proposal, and Client Portal
Reviews
Reviewers' Company Size
Progress ShareFile
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaxDome
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
10.0%
Information Technology and Services
7.8%
Financial Services
6.5%
Hospital & Health Care
5.7%
Insurance
3.9%
Other
66.0%
Accounting
94.9%
Financial Services
2.9%
Consulting
0.6%
Management Consulting
0.4%
Publishing
0.3%
Other
0.9%
Discussions
Is there a file size limit on uploading or sending files?
2 Comments
AH
Not to my knowledge. We've sent many many files of all sizes, and many of them very large, in the 100++++ MB's with no issues.Read more
How does ShareFile send large files through email?
2 Comments
AH
With microsoft outlook, you can add the ShareFile button to your e-mail. To send a file securely, attached the file, click the ShareFile button and it...Read more
Is ShareFile secure?
2 Comments
AH
Yes it is. You can share whole folders or select just one or more files to share with those not added to the folder.Read more
Does TaxDome integrate with Drake?
3 Comments
JW
Yes, TaxDome integrates with Drake. Prep common tax forms including 8821 and 2848 from Drake and upload them directly into TaxDome client folders for...Read more
How do you use Taxdome?
2 Comments
EM
I use it as a CRM, invoice processing tool, and KBA compliant signature retrieval tool for my tax, accounting, and representation business. Read more
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