TaxDome vs Ping Assistant

TaxDome helps you manage clients, documents, invoices and automate your tax or accounting practice. Log in with your TaxDome credentials and enable FaceID or TouchID — all data is encrypted and safe with bank-level security. KEY MOBILE APP FEATURES CRM: quick access to contact and account records. QUICK MESSAGING: text, call, and email clients with one click. INBOX+: stay up to date on activity in your firm through timely notifications QUICK NOTES: create and edit account notes. KEY TAXDOME FEATURES Custom branded website & client portal Project management & workflow automation designed for tax and accounting professionals. Unlimited secure document storage Integrated CRM, synced with your existing email Tax Program Integrations. Invoicing via ACH and credit card. Synced with QBO. Unlimited E-signatures to replace Docusign, HelloSign, etc. Enhanced team communication with @mentions and notifications Secure messages & client tasks. Unlimited contracts & Engagement Letters. Unlimited Customizable Organizers/Forms instead of clunky, ‘generic’ PDFs.

Ping Mobile is a focused recording app for live meetings. Use your phone to quickly capture meeting audio, then securely upload recordings to your Ping workspace for processing and review on desktop. Ping Mobile is built for teams who need a simple, reliable way to record conversations in person or on the go. The app is intentionally lightweight and centered on one job: recording live meetings and sending them to Ping. What you can do in the app: Start and stop live meeting recordings Name recordings before upload Important: Ping Mobile does not include the full Ping web experience inside the app. For summaries, deeper workflows, and other advanced features, use Ping on your computer at pingassistant.com.