Compare DocMastR vs. Prolegis Estate Plan

You know the pain. 8,000+ formulas in your Excel budget, any one of which could break. Department heads emailing versions back and forth. Mystery errors appearing right before board meetings. Weekends lost hunting for that one number that doesn't add up. We built Budgyt because we lived that nightmare as CFOs ourselves. It's a true database that works like Excel, so your team doesn't need training. But formulas never break. Every number traces back to source with one click. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. We connected it via API so you're up and running in hours, not spending months on implementation consulting. Built for multi-department organizations where budgeting needs to be collaborative, but the finance team needs to stay in control. No more emailing spreadsheets around. No more "did I break something?" panic. Just budgeting that actually works.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

The SBS QMS Suite consists of 5 software modules that work together for efficient Quality compliance: 1) SBS Quality Database - CAPA / 8D corrective and preventive actions (CAR) with root cause analysis - Nonconformance management - Risk analysis including FMEA, SWOT, interested party risk register - Internal, customer, and third-party audit management - Environmental Health and Safety (EHS / HSE) management 2) SBS Ground Control - Employee training management (LMS) - Self-Paced training - Change control - Document control 3) SBS Asset Tracking Database - Calibrated equipment control - Preventive maintenance - Asset inventory management 4) SBS Inspection Database - Record incoming material, in process, and final product inspection data - Generate real time SPC charts - Inspection plans and Control Plans - Archive data for further statistical analysis 5) SBS Vendor Management - Maintain an approved vendor list or AVL - Develop vendor / supplier qualification plans - Maintain vendor / supplier qualification history Modules may be purchased separately or in any combination. On-premise and cloud-based options are available. Free demos are available for download or contact us for a cloud-based demo.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

MarkMagic barcode label software makes it easy to design and print barcode labels, electronic forms, and RFID tags that you need to communicate your needs with customers and suppliers. MarkMagic is the barcoding engine in the most popular warehouse management software, such as Infor, Honeywell Intelligrated and Apparel Business Systems. MarkMagic is powerful and simple to use. You'll see why thousands upon thousands of software vendors and customers around the world rely on it to create business critical documents.

Bryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.

Breathe (also written Breathe HR or BreatheHR) has helped UK small and medium-sized businesses manage their people since 2012. Instead of juggling spreadsheets and separate tools, you get one place for records, leave, documents, performance, reporting and compliance. What you get as standard Core HR covers secure employee records and documents, holiday and leave, sickness and absence, self-service, e-signatures, performance (goals, feedback, one-to-ones and reviews), and reporting and analytics. Add more when you need it Recruitment: job ads, hiring workflows and candidate tracking e-Learning: UK-specific courses and completion tracking Health and Safety: risk assessments, incidents and certifications Expenses: claims, receipts and manager approvals Rota, Time and Attendance: shifts, availability and hours Coming soon: an AI Assistant that answers HR and policy questions from your company information, and payroll in late 2026. The difference it makes One accurate record means no more typing details twice. Self-service and shared workflows cut the chasing. And you can start with Core HR and add modules later, so it works even when HR is one person's part-time job. Is Breathe right for you? It works best for UK businesses with up to 200 employees moving HR off spreadsheets, especially with lean or shared HR roles. With 200+ staff or needs like multinational payroll or complex global compliance, look carefully first. Breathe isn't a global enterprise HCM (human capital management) suite. Why businesses choose Breathe Used by 17,000+ businesses and 1,000+ UK HR consultancies From £24 a month per organisation, with no long-term contracts or hidden fees Free 14-day trial, no obligation UK-based support from setup onwards ISO 27001 and ISO 42

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.