Sidesheet

Sidesheet

UNTAP LLC
Sidesheet TaxDome

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Sidesheet:

About

Sidesheet turns business tax returns into clean, multi-year financials for business valuation professionals, business brokers and the firms they work with. Upload a company's Form 1120, 1120-S or 1065 returns, scanned or e-filed, for one year or several. Sidesheet extracts return lines, places years side by side, and links each number to the page of the return it came from for review. It flags figures that do not agree with the rest of the return and explains why, then lets users review results and export them to Excel. Client returns are not used for training, are processed and stored only in the United States, are not visible to other firms, and can be deleted by the user; two-step sign-in is on by default. The product is in private beta, with plans priced by return rather than seat.
TaxDome:

About

Your clients shouldn’t need a phone call to work with you, and switching platforms shouldn’t gamble your busy season. TaxDome is the end-to-end, AI-powered single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, sign, and pay without a phone call, and the work routes to the right person on its own. Behind it sits CRM, workflow automation, documents, e-signatures, proposals, billing, payments, and time tracking. AI builds intake checklists from last year’s return and packages tax returns for review, and MCP connects TaxDome to Claude and ChatGPT. Trusted by 15,000+ firms and 6M+ of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, including Practice Management Systems.
Sidesheet:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
TaxDome:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Sidesheet:

Audience

Business valuation professionals, business brokers and CPA firms
TaxDome:

Audience

Tax preparers, accountants and bookkeepers seeking a solution to run their practice and grow their business
Sidesheet:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
TaxDome:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Sidesheet:

API

Offers API Not Supported
TaxDome:

API

Offers API Not Supported
Sidesheet:

Screenshots and Videos

TaxDome:

Screenshots and Videos

Sidesheet:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
TaxDome:

Pricing

$0.83 per client monthly
TaxDome is an award-winning, end-to-end practice management platform built for tax, bookkeeping, and accounting firms. It brings together CRM, client portals, task workflows, document management, billing, and AI-powered automation in one cloud-native platform. AI handles intake and delivery: checklists are generated from last year’s return, and tax returns are sorted and packaged for your review so delivery takes minutes. TaxDome has one plan with everything you use to work with your clients, from intake and document requests to tax return delivery, proposals, and payments. It’s priced by the clients you serve, with up to 20 team members included. Pricing starts at 150 active clients for $1,500 a year, about $0.83 per client a month, and the price per client goes down as your client base grows. TaxDome has won numerous awards, including CPA Practice Advisor’s Readers’ Choice Awards for Comprehensive Firm Workflow Solutions three years in a row (2024-2026).
Free Version Not Supported
Free Trial Not Supported
Sidesheet:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
TaxDome:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Sidesheet:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
TaxDome:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Sidesheet:

Company Information

UNTAP LLC
United States
sidesheet.co
TaxDome:

Company Information

TaxDome
Founded: 2017
United States
taxdome.com
Sidesheet:

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Sidesheet:

Categories

Business Valuation Supported
TaxDome:

Categories

TaxDome:

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Supported
Staff Management Supported
Time Tracking Supported

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Not Supported
Tax Management Supported

Tax Practice Management Features

Approval Process Control Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Not Supported
Sidesheet:

Integrations

Ace Cloud Hosting Not Supported
Axis LMS Not Supported
Calendly Not Supported
CrossLink Not Supported
Drake Tax Not Supported
Google Sheets Not Supported
Lacerte Not Supported
Microsoft Outlook Not Supported
MyTAXPrepOffice Not Supported
Nekton.ai Not Supported
ProConnect Tax Not Supported
QuickBooks Online Not Supported
Rightworks Not Supported
Schedulista Not Supported
Stackreaction Not Supported
TaxWise Not Supported
UltraTax CS Not Supported
Xero Not Supported
Zapier Not Supported
Zoho Books Not Supported
TaxDome:

Integrations

Ace Cloud Hosting Supported
Axis LMS Supported
Calendly Supported
CrossLink Supported
Drake Tax Supported
Google Sheets Supported
Lacerte Supported
Microsoft Outlook Supported
MyTAXPrepOffice Supported
Nekton.ai Supported
ProConnect Tax Supported
QuickBooks Online Supported
Rightworks Supported
Schedulista Supported
Stackreaction Supported
TaxWise Supported
UltraTax CS Supported
Xero Supported
Zapier Supported
Zoho Books Supported
Sidesheet:
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TaxDome:
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