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Ratings and Reviews 0 Ratings
Alternatives to Consider
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KoinlySimplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit. Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively. You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history. Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities. Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.
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Multiview ERPOur goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.
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OmegaCube ERPSince 1999, OmegaCube has been transforming business operations through innovative technology solutions. The company's flagship product, OmegaCube ERP, is a specialized enterprise resource management (ERP) system tailored specifically for the manufacturing and distribution sectors. This software effectively addresses the requirements of industries such as aerospace, automotive, metal fabrication, electronics, and medical devices. Designed to streamline workflows, it significantly enhances companies' operational efficiency. Furthermore, with our proprietary development studio, users can easily customize the software, develop their applications, and embed specific business rules with minimal coding effort. This flexibility allows employees to access the ERP system from any web browser or mobile device, regardless of their location. Additionally, the software can be deployed either on-premise or in the cloud, catering to diverse business needs. OmegaCube also provides the essential implementation expertise required for successful integration. Our reliable implementation strategy has empowered organizations of all sizes to achieve their strategic business objectives, fostering a culture of innovation and growth.
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Fixed Asset ProFixed Asset Pro is an all-inclusive and cost-effective software solution designed for fixed asset depreciation management. It caters to small and medium-sized enterprises, organizations, and accounting professionals seeking to enhance their depreciation tracking, generate insightful reports, and move away from the complications associated with spreadsheets and outdated software systems. - There are no restrictions on the number of assets or entities that can be managed. - The system supports both Book and Tax depreciation with 68 different methods across 6 distinct books, accommodating half-year, mid-month, and mid-quarter conventions, along with options for Bonus and Section 179 deductions, among others. - Users can monitor assets and their depreciation throughout the entire fixed asset life cycle, from Construction in Progress (CIP) to final disposal. - The platform helps maintain an accurate inventory of all assets. - It offers comprehensive reporting tools tailored for accounting, tax, and management purposes. - The software is regularly updated to comply with the latest changes in tax and accounting regulations. By optimizing workflow processes, users can keep precise asset records throughout their entire lifecycle, ensure maximum tax benefits, generate current reports, and avoid the frustrations of spreadsheet management. Additionally, Fixed Asset Pro enhances efficiency and accuracy in financial reporting, making it an essential tool for businesses looking to simplify their asset management.
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OdooOdoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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SuiteMasterLeadMaster Solutions Group provides two distinct ERP offerings: First is SuiteMaster, a comprehensive business platform that allows clients to choose from a vast selection of essential applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and many others. SuiteMaster is designed with high functionality in mind, enabling seamless scalability across various applications, while its modular architecture allows for quick deployment and effortless integration of additional tools as needed. To ensure a smooth transition, LeadMaster's software consultants collaborate closely with clients to facilitate effective implementations that enhance business workflows and promote user engagement. The second offering is Odoo: ERP, an open-source platform that is rich in business applications and designed to meet a wide array of company needs with its user-friendly interface. Key applications within Odoo encompass CRM, Sales, Project Management, Manufacturing, Inventory, and Accounting, making it suitable for businesses of any size and budget. In addition, LeadMaster's certified Odoo ERP consultants provide expert support in areas such as deployment, customization, and staff training to ensure optimal use of the system. This commitment to client success underscores LeadMaster’s dedication to delivering tailored solutions that foster growth and efficiency.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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QuickBooks PayrollOptimize your team's payment processes by utilizing advanced tools, employee benefits, and professional assistance offered by a top-tier online payroll service provider. You can manage payroll while enjoying access to comprehensive HR and employee resources all in one user-friendly platform. Once you have completed your payroll setup, you will be able to pay your employees automatically and effortlessly. Our service takes care of calculating, filing, and managing your payroll taxes, ensuring accuracy and compliance. With our free same-day direct deposit options, you can enjoy the advantage of retaining your cash for a longer period. Moreover, you can manage employee benefits and services directly from your payroll account, providing you with greater control and convenience. The direct deposit feature also allows for greater flexibility in determining when your team gets paid. Your time tracking data integrates smoothly into your account, making it easy to approve timesheets, process payments, and create invoices right from your mobile device. By automating your payroll tasks, you can save significant time, and with Auto Payroll enabled, you will receive timely alerts to help you manage your account effectively. This ensures that you can dedicate more energy to growing your business while having peace of mind about your payroll responsibilities. With such an integrated approach, your payroll management becomes not just easier but also much more efficient, allowing you to focus on your core objectives without unnecessary distractions.
Integrations Supported
ADP Workforce Now
Adobe Acrobat
Amazon Web Services (AWS)
Brex
CCH Axcess Tax
CCH ProSystem fx
GitHub
GoSystem Tax RS
Gusto
Jira
Integrations Supported
ADP Workforce Now
Adobe Acrobat
Amazon Web Services (AWS)
Brex
CCH Axcess Tax
CCH ProSystem fx
GitHub
GoSystem Tax RS
Gusto
Jira
API Availability
Has API
API Availability
Has API
Pricing Information
2% ttl qualifying R&D expenses
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Neo.Tax
Date Founded
2019
Company Location
United States
Company Website
neo.tax
Company Facts
Organization Name
SafeSend
Date Founded
2008
Company Location
United States
Company Website
safesend.com
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management