Accute compared with TaxDome
The job firms hire it for
Run onboarding, document requests, e-signature and messaging through one place the client actually logs into, instead of four links and a mail thread.
What Accute does against that job
Onboarding runs in the client's own browser on a secure link from the firm, and once the firm approves it that same record becomes the client's portal login. Behind that login sit document requests, e-signature and message threads, with outstanding balances shown alongside them; paying an invoice finishes on a secure link issued by the same system. A document request carries the client, an owner, a due date and a per-document status, so a half-answered request reads as half answered, and a message thread attaches to the engagement task it concerns, so staff and client are reading the same thread against the same piece of work. Signatures collected in the portal are drawn signatures, recorded with the signer, the time, the IP address and the user agent, and labelled in the product as drawn rather than cryptographic; separately, every uploaded document is hashed with SHA-256 and that hash signed RSA-SHA256 under the firm's own key. Our own effort went into the layer above the portal: an installed agent can be run against an engagement task, with that task, its engagement and its client as the context, and its output is written back onto the work record for a human to review.
What that answer rests on
- Client portal
- Document requests
- PKI document sealing
- Client messaging
- Invoicing
TaxDome
Untested by us. Deliberately blank.