Bancroft vs. TrustedHeir Comparison Chart

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.

SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.

8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies. Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions. Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, integrated payment processing, reporting dashboard, HIPAA and SOC 2.

Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.

LeaseAccounting.app is the self-serve IFRS 16 and FRS 102 lease accounting platform for finance teams that want audit-ready compliance without spreadsheets, consultants, or six-figure implementations. Built by ZenTreasury Oy in Helsinki (EU data hosting), it generates lease schedules, journal entries, modifications, remeasurements, and one-click audit evidence packs from any lease contract. AI-assisted contract extraction reads PDFs and proposes lease terms with confidence scoring; you approve, and the deterministic engine handles the math. Same inputs, same outputs, every time. Includes a Discount Rate Advisor that pulls reference rates from central bank sources, plus continuous compliance monitoring for indexations and reassessments. Journal export to SAP, Oracle, Dynamics, and NetSuite. Free tier covers 2 leases, no card required; paid plans from €149 per month with no per-seat pricing.