|
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
Get Free Advice
|
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
Get Free Advice
|
Description | Pilot is a bookkeeping and tax management software that can be used to streamline the professional needs of startups and small businesses. The software is specially designed for bookkeeping, tax preparation and CFO services. Pilot offers a team of finance experts that manages businesses efficiently, reduces the extra burden, saves time and enhances productivity. Pilot delivers accurate records every month. It generates industry-specific reports with monthly statements that feature custom statements on inventory management for eCommerce and burn reports for startups. Companies get their own personal support executives to help them with their day to day accounts operations. The software also manages records of tax payments for businesses, prepares and files federal, state and local income taxes on their behalf. Pilot also help companies to get R&D credit that could save them thousands of dollars in a year. Lastly, the software assesses the expenses to maximise credit besides preparing documentation to back up the claim with the IRS. Read more | TaxDome is accounting software that helps you to automate operations, see your work in real-time, and make sure nothing falls through the gaps. It's a simple but effective workspace for managing clients, jobs, papers, and your team. You can use TaxDome's ready-made templates or create your own for bookkeeping, tax returns, payroll resolution, and other tasks. It's a white-labelled, secure, easy-to-use consumer portal for accountants of all ages and technological expertise. It's accessible as a desktop application or a mobile app. The platform supports six languages, allowing you to provide a client portal to clients who do not speak English. TaxDome accepts a variety of currencies and offers free help and training in your native language. It allows you to manage your clients and firm all in one location, including internal practise management tools such as workflow, CRM, and reporting, as well as client-facing capabilities like papers, signatures, invoices, and messaging. Additionally, it provides free screen-sharing onboarding sessions to its clients and trial users. You will have the opportunity to participate in their training courses and webinars. Read more |
Pricing Options |
|
|
SW Score & Breakdown |
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
SaaSworthy Awards | # 5 Fastest Growing # 17 Most Popular |
Not Available
|
Total Features |
16 Features
|
9 Features
|
Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Purchasing
Revenue Recognition
Spend Management
Tax Management
|
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Purchasing
Revenue Recognition
Spend Management
Tax Management
|
Organization Types Supported |
|
|
Platforms Supported |
|
|
Modes of Support |
|
|
User Rating |
|
|
Rating Distribution |
|
|
User Sentiments |
Excellent Customer Support, Seamless Software Integrations, Time-Saving Automation, Personalized Bookkeeping Services Lack of Proactive Communication, Limited Functionality for Specific Industries, Delayed Bookkeeping Completion, Potentially Confusing Pricing Structure |
Not Available
|
Review Summary |
Reviewers generally agree Pilot is a user-friendly and efficient tool for managing marketing campaigns. Its intuitive interface and comprehensive feature set, including campaign planning, execution, and analytics, are highly praised. Users appreciate the ability to create personalized and targeted campaigns, track performance, and make data-driven decisions. However, some reviewers mention that the platform can be overwhelming for beginners and that customer support could be improved. Overall, Pilot receives positive feedback for its ease of use, robust capabilities, and effectiveness in streamlining marketing efforts. |
TaxDome is largely praised for its comprehensive all-in-one solution, streamlining client communication, document management, and task automation. Users appreciate the intuitive interface and robust features, especially the secure client portal and e-signature capabilities. However, some find the initial setup process overwhelming and may prefer a monthly subscription option. While the software's potential for increased efficiency is clear, the learning curve and high upfront cost can be a barrier for smaller firms. |
Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Starter (Bookkeeping) $499.00 $499.00 per month Core (Bookkeping) $699.00 $699.00 per month Plus (Bookkeeping) Custom Pro (Bookkeeping) $350.00 $350.00 per month Essentials (Tax) $2,450.00 $2,450.00 per year Standard (Tax) $5,400.00 $5,400.00 per year Basic (CFO Services) $1,875.00 $1,875.00 per month Essential (CFO Services) $3,375.00 $3,375.00 per month Custom (CFO Services) $5,625.00 $5,625.00 per month |
One Year Subscription $800.00 $800.00 per user / year |
View Detailed Pricing
|
View Detailed Pricing
|
Videos |
![]() |
![]()
+ 2 More
|
Company Details | Located in: San Francisco, California |
Not available |
Contact Details |
+1 415-745-8101 |
Not available |
Social Media Handles |
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.