Alternatives to FP Alpha
Compare FP Alpha alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FP Alpha in 2026. Compare features, ratings, user reviews, pricing, and more from FP Alpha competitors and alternatives in order to make an informed decision for your business.
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1
NaviPlan
Advicent
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. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
Vertex
Vertex Inc.
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company. -
4
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
5
Wealth Docx
WealthCounsel
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement. -
6
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
7
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
8
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
9
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
10
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
11
Lawgic
Lawgic
Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting. -
12
LegalShield
LegalShield
LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.Starting Price: $26.95 per month -
13
Bloomberg Income Tax Planner
Bloomberg Tax & Accounting
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning. -
14
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
15
Arken
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.Starting Price: $140.29 per month -
16
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
17
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
18
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
19
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
20
Eternal Pro
Eternal Pro
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error. -
21
TrustedHeir
TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered. -
22
Complex Interests
Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.Starting Price: $2000.00/year -
23
Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
24
FreeWill
FreeWill
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.Starting Price: Free -
25
Bloomberg Corporate Tax Auditing & Planning
Bloomberg Tax & Accounting
Achieve new efficiencies by calculating, tracking, and analyzing federal and corporate income tax attributes automatically over multiple years – including net operating losses, carryforwards, and carrybacks. Formulate the best multistate tax strategies using the most accurate state tax analysis software, which automatically unifies and shares tax data, simplifying provision, compliance, planning, and audit. -
26
Juno
Juno.tax
Juno is a modern AI-powered sidekick designed specifically for tax professionals who are overwhelmed by long hours and manual tax preparation. It automates tax research, data entry, calculations, and document management, helping accountants save time and reduce errors. With modules for preparation, review, and advisory, Juno streamlines every step of the tax process, from flagging inconsistencies to generating full workpapers in seconds. The platform not only ensures higher accuracy but also enables CPAs to focus on client relationships and strategic planning rather than tedious tasks. Built by a CPA, Juno has gained trust among hundreds of firms who rely on it during peak tax season. Testimonials highlight its ability to double productivity and make tax season more manageable for professionals.Starting Price: $4,000 -
27
LegalZoom
LegalZoom
LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional. -
28
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
29
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
30
UltraTax CS
Thomson Reuters
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.Starting Price: $2500 per year -
31
CFS TaxTools
CFS Tax Software
CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.Starting Price: $84.50 per year -
32
Tax Planner Pro
Tax Planner Pro
Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.Starting Price: $499 per year -
33
Thomson Reuters Planner CS
Thomson Reuters
Tax legislation changes quickly and it’s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few years’ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients. -
34
TaxElm
TaxElm
TaxElm is a comprehensive tax strategy platform built for business owners who want to move beyond basic tax prep and actually reduce what they owe. We help identify, customize, and fully implement both core and advanced tax strategies. Unlike other tools, TaxElm doesn’t stop at planning. Each strategy includes a step-by-step implementation module with checklists, templates, timelines, and third-party support—so execution actually happens. Our platform tracks progress, ensures compliance, and keeps strategies updated annually. TaxElm takes you from strategy to savings—making sure the plan gets done and the results are real.Starting Price: $249/month -
35
TaxPlanIQ
TaxPlanIQ
The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer. Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process. We’ll walk through your first tax plan together so you and your clients can see the ROI. This is the platform designed to elevate your value and give you control back over your business. Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.Starting Price: $300 per month -
36
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
37
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
38
Rocket Lawyer
Rocket Lawyer
At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.Starting Price: $9.99 per document -
39
Drake Tax
Drake Software
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.Starting Price: $330.00 -
40
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
41
Mugato SaaS
Mugato ApS
Mugato – Insights on your IT-infrastructure to support your digital transformation. Mugato – Data-Driven Cloud Transformation Mugato ensures successful cloud transformation with exceptional insights into your existing digital estate, algorithmic advice for your cloud transformation plan, and improvement throughout your transition and beyond. At Mugato, we aspire for cloud transformation to be: A data-driven process that starts with a detailed inventory of your existing digital estate. This is the foundation from which you get intelligent algorithmic advice with precise recommendations for planning your cloud adoption journey. The solution serves algorithmic processing of your existing digital estate, so that your transformation allows you to include optimization of the current spending to improve future IT. This is the intelligent, data-driven approach to successful cloud transformation. Mugato is listed on Microsoft Azure Marketplace.Starting Price: €10/server/month -
42
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
43
Intuit ProSeries Tax
Intuit
Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.Starting Price: $340 per year -
44
Lacerte
Intuit
Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.Starting Price: $400 per year -
45
OIC Tax Planner
iConcepts
The OIC Tax Planner application is interactive desktop software downloaded and installed directly on your computer. Your client data never leaves your premises. The OIC Tax Planner bundles required tax representation forms and current IRS Offer in Compromise regulations in a single product. It is tax resolution software for handling Offer in Compromise, Installment Agreement, Currently Non-Collectible, Spousal Defense, CDP and other IRS collection cases. The OIC Tax Planner is for the tax pro having an intermediate level of understanding of the intricacies of tax representation. Our software has helped thousands of our clients just like you to secure that elusive IRS acceptance of an OIC, Installment agreement, or Uncollectable status for their clients. Automatic updates for forms and data tables are released whenever IRS revises them Automatic form calculations and computation wizards based on the IRS Financial standards are provided.Starting Price: $45 per month -
46
ProConnect Tax
Intuit
Tap into the strength and security of Intuit with professional tax software that's ready to use on your web browser. Find out why Intuit ProConnect Tax is the #1 professional tax software on the cloud. Take advantage of proven productivity tools and powerful diagnostics honed for the last 40 years and elevated to the cloud for ultimate convenience. Get software that fits into your current process, connects to QuickBooks, and supports you even as your practice grows. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Access more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns. Handle the most complex tax scenarios with more than 20,000 automated calculations. Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.Starting Price: $47.18 per return -
47
Taxx Savage
Taxx Savage
TAXX SAVAGE has a moderate start-up cost with an intuitive, cloud-based software platform, and complete series of training videos that makes using our tax preparation software a breeze. And don’t be fooled, our price may be small but our software is mighty with all the features you could ask for! Even better, we do not revenue share and NO EFIN needed to use our software. Our team encourages, inspires, and empowers you to create the financial freedom you deserve. We provide the tools to start and grow your tax business, including assisting you with marketing strategies. We give you access to all the tools you can use to run and scale your business just like those big franchises. Even if you don’t purchase our optional marketing package, our video training course for learning how to use the tax preparation software includes a course on marketing basics. -
48
Taxd
Taxd
Taxd is an innovative online tax filing platform designed to simplify the process for individuals and businesses in the UK. Whether you're filing a personal tax return, company tax return, or landlord tax return, Taxd provides an intuitive, step-by-step interface that guides you through the filing process. With affordable pricing starting from £35 per return, Taxd offers comprehensive coverage of all tax return pages and includes free support from tax specialists. With a focus on tax efficiency and compliance, Taxd ensures that you can file your return in minutes without the hassle of dealing with HMRC or waiting for an accountant. -
49
Paystub Generator
B TO J PTY
Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.Starting Price: Free -
50
Trustworthy
Trustworthy
The easy way to protect, organize and optimize your most important information. Everything you need to keep your family organized and prepared, in one place. Keep family IDs and vaccine cards on hand. Organize and share family passwords. Catalog valuables for insurance purposes. Document financial accounts and investments. Receive auto-reminders to keep things up-to-date. Secure estate and legal documents. Invite family members and trusted advisors. Most families are spread out in different locations, with important legal, financial, and medical documents splintered between filing cabinets and digital storage. And as digital family information grows in volume, it's increasingly stored in separate places. That’s where Trustworthy comes in. Between the little things like renewing your passport and the big things like planning your estate, we built Trustworthy so that you and your loved ones are prepared for whatever may come.Starting Price: $120 per year
