CustomBooks™ vs TaxJar
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CustomBooks™ offers fewer features (36 vs 39) and fewer integrations (2 vs 4). Starting price: CustomBooks™ at $29/mo vs TaxJar at $39/mo. CustomBooks™ has 36 unique features while TaxJar has 39 unique features, with 0 features in common.
| CustomBooks™ | TaxJar | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 36 | 39 |
| AI-Powered Features | 0 | 2 |
| Starting Price | $29/mo | $39/mo |
| Pricing Tiers | 5 | 2 |
| Integrations | 2 | 4 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 70% | 80% |
Feature Comparison by Category
AI (0 vs 2)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| AI-driven Product Categorization | ||
| AI-driven Product Taxability Recommendations |
Accounting (2 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Accounting | ||
| Pay Bills |
Administration (0 vs 1)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Team Management |
Automation (0 vs 1)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| AutoFile - Automated Filing and Remittance |
Banking (3 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Bank Reconciliation Detail | ||
| Bank Transactions | ||
| Banking |
Community (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Community Forum |
Compliance Monitoring (0 vs 10)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Accelerated Payment Program Support | ||
| Audit Support | ||
| Economic Nexus Alerts | ||
| Economic Nexus Checker | ||
| Economic Nexus Dashboard | ||
| Filing Frequency Notices | ||
| Nexus Insights | ||
| Notice Management and Resolution | ||
| Obligations Monitoring and Reporting | ||
| Overdue/Amended Returns |
Compliance Readiness (0 vs 4)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Customer Exemption Support | ||
| Exemption Certificate Storage | ||
| Product Tax Code Catalog | ||
| State Sales Tax Registrations |
Core Functionality (0 vs 1)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Real-time Sales Tax Calculations |
Customer Support (0 vs 5)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Dedicated Customer Success Manager | ||
| Dedicated Onboarding Specialist | ||
| Email Support | ||
| Guaranteed Response Time | ||
| Phone Support |
Customization (2 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Custom Print Forms | ||
| Customization Services |
Data Management (0 vs 1)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Historical Sales Tax Data Archive |
Infrastructure (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Cloud-Based Access |
Integration (1 vs 8)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| API Access | ||
| Address Validation API | ||
| CSV Import | ||
| Data Import Integrations | ||
| Data Migration Tool | ||
| Developer Sandbox | ||
| Increased API Calls | ||
| Multi-channel Data Aggregation | ||
| Tax Calculation and Collection API |
Inventory Management (5 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Bill of Materials (BOM) | ||
| Inventory | ||
| Item Lot Detail | ||
| Multi-Channel Inventory | ||
| TRUE Inventory Management |
Onboarding (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Demo/Playground Company |
Pricing (0 vs 1)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Flex Fees |
Pricing Management (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Price Matrix |
Project Management (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Projects & Time Tracking |
Purchasing (2 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Purchase Orders | ||
| Purchases |
Reporting (5 vs 5)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Custom Field Reporting | ||
| Detailed Sales Tax Analysis Report Exporting | ||
| General Journal by Class | ||
| Jurisdiction-level Sales Tax Reporting | ||
| Reports | ||
| Sales Tax Reports | ||
| Sales by Location | ||
| Simple XLS Report Exporting | ||
| Transaction Insights | ||
| Universal Report |
Sales (2 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Sales | ||
| Sales Orders/Invoicing |
Security (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| User-Defined Security Roles |
Support (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| 5-Star Support |
Support Services (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Professional Services |
Tax Management (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Sales Tax Management |
Training (2 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| CustomBooks™ Academy | ||
| How-to Videos |
Usability (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Multiple Tabs |
User Management (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Unlimited Users |
eCommerce (1 vs 0)
| Feature | CustomBooks™ | TaxJar |
|---|---|---|
| Cloud Commerce |
Unique Features
Only in CustomBooks™ (36)
Accounting
Pay Bills
Bank Reconciliation Detail
Bank Transactions
Banking
Community Forum
Custom Print Forms
Customization Services
Cloud Commerce
Cloud-Based Access
Data Migration Tool
Bill of Materials (BOM)
Inventory
Item Lot Detail
Multi-Channel Inventory
TRUE Inventory Management
Demo/Playground Company
Price Matrix
Projects & Time Tracking
Purchase Orders
+ 16 more unique features
Only in TaxJar (39)
Team Management
AI-driven Product Categorization
AI-driven Product Taxability Recommendations
AutoFile - Automated Filing and Remittance
Accelerated Payment Program Support
Audit Support
Economic Nexus Alerts
Economic Nexus Checker
Economic Nexus Dashboard
Filing Frequency Notices
Nexus Insights
Notice Management and Resolution
Obligations Monitoring and Reporting
Overdue/Amended Returns
Customer Exemption Support
Exemption Certificate Storage
Product Tax Code Catalog
State Sales Tax Registrations
Real-time Sales Tax Calculations
Dedicated Customer Success Manager
+ 19 more unique features
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