Shepherd Veterinary Software
Shepherd is a cloud-based practice management solution designed by veterinarians to simplify clinical workflows and automate medical records so you can focus on patient care.
TaxDome
TaxDome is an all-in-one practice management software designed specifically for tax and accounting professionals to automate workflows, manage clients, and streamline document processing in a single secure platform.
Quick Comparison
| Feature | Shepherd Veterinary Software | TaxDome |
|---|---|---|
| Website | shepherd.vet | taxdome.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $300/month | $33/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2016 | 2017 |
| Headquarters | Phoenix, USA | New York, USA |
Overview
Shepherd Veterinary Software
Shepherd is a cloud-based practice management platform built to streamline the daily operations of your veterinary clinic. Designed by a practicing veterinarian, it focuses on a workflow-centric approach that automatically generates invoices and discharge instructions as you complete medical records. You can manage your entire practice from any device, ensuring your team stays connected whether they are in the exam room or working remotely.
The platform eliminates the friction of traditional software by using an intuitive interface that mimics a natural clinical exam. You can easily track patient history, manage pharmacy inventory, and handle client communications without jumping between multiple screens. By automating the administrative side of medicine, you reduce missed charges and free up more time to treat your patients.
TaxDome
TaxDome provides a unified workspace to manage your entire accounting or tax practice without switching between multiple apps. You can handle everything from client onboarding and document signing to invoicing and workflow automation within one secure environment. It eliminates the need for separate tools for portals, e-signatures, and project tracking, allowing you to centralize your firm's operations and communication.
You can automate repetitive tasks like sending reminders, requesting documents, and moving projects through different stages based on specific triggers. The platform is built to scale with your firm, whether you are a solo practitioner or managing a large team with complex departmental needs. By using the integrated client portal and mobile app, you provide a professional experience that makes it easy for your clients to upload documents and pay bills on time.
Overview
Shepherd Veterinary Software Features
- Auto-Invoicing Generate invoices automatically as you input medical notes so you never miss a charge or delay a client checkout.
- SOAP Notes Complete medical records faster with an intuitive SOAP interface that follows your natural exam flow and thought process.
- Inventory Management Track your pharmacy and supplies in real-time with automated deductions and low-stock alerts to keep your clinic running.
- Client Communications Send automated appointment reminders and digital discharge instructions directly to your clients' phones or email addresses.
- Cloud Access Access your entire practice database from any web-enabled device, giving you the flexibility to work from anywhere.
- Integrated Payments Process credit card payments directly through the software to simplify your end-of-day reconciliation and reporting.
TaxDome Features
- Automated Workflows. Move projects through custom pipelines automatically and trigger tasks, emails, or organizers based on job status changes.
- Secure Client Portal. Give your clients a branded space to upload documents, sign contracts, and pay invoices from any device.
- Unlimited E-signatures. Send documents for legally binding signatures with built-in KBA and automated reminders to ensure timely completion.
- Document Management. Store unlimited files with a structured folder system and use the desktop drive to edit files directly.
- Integrated Invoicing. Create recurring invoices and sync your payments directly with QuickBooks Online to keep your books balanced.
- Firm Mobile App. Manage your practice and communicate with clients on the go using native iOS and Android applications.
Pricing Comparison
Shepherd Veterinary Software Pricing
- Full practice management suite
- Unlimited staff users
- Automated medical records
- Inventory management
- Cloud-based data storage
- Standard integrations
- Everything in Standard, plus:
- Scalable pricing per doctor
- Multi-provider scheduling
- Advanced practice reporting
- Dedicated implementation support
- Enterprise-level data security
TaxDome Pricing
- CRM with unlimited contacts
- Secure client portal
- Unlimited document storage
- Invoicing and payments
- Secure messages and chat
- Mobile app for firm and clients
- Everything in Lite, plus:
- Workflow automation
- Unlimited e-signatures
- Knowledge-based authentication (KBA)
- TaxDome Drive and PDF Editor
- Custom reporting and analytics
Pros & Cons
Shepherd Veterinary Software
Pros
- Extremely intuitive interface designed for clinical workflows
- Significant reduction in missed charges via auto-invoicing
- Fast and responsive customer support team
- Easy to learn for new staff members
- Clean and professional client-facing documents
Cons
- Reporting features could be more customizable
- Requires stable internet connection for cloud access
- Limited third-party integrations compared to older legacy systems
TaxDome
Pros
- Consolidates multiple software subscriptions into one platform
- Highly customizable workflow pipelines save significant time
- Unlimited document storage and e-signatures included
- Excellent mobile app experience for both firm and clients
Cons
- Initial setup and automation configuration takes time
- Learning curve for staff unfamiliar with complex workflows
- Annual billing requirement for the best pricing rates