Compare Empiraa vs. TaxPlanIQ

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira SmartDraw supports a wide range of industries and real-world use cases, helping teams plan, document, and communicate more effectively. Construction professionals use it to create scaled floor plans, site layouts, and electrical and plumbing drawings. Fire departments rely on it for fire pre-planning and incident documentation, while police departments use it for accident reconstruction and crime scene diagrams. IT teams build network diagrams and cloud architectures, HR leaders create organizational charts, and product managers map out processes and workflows. From physical layouts to business processes, SmartDraw provides a single platform that adapts to the needs of each role and industry.

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.

8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.

QuickFee (ASX: QFE) is a premier provider of payment, financing, and accounts receivable automation solutions tailored specifically for professional services firms. Our platform simplifies the Accounts Receivable process and boosts revenue growth by integrating various online payment methods and robust invoicing tools seamlessly within your practice management system. With QuickFee, you can expect fewer aging receivables, enhanced cash flow, and higher client spending. Your clients get the flexibility to pay via credit or debit cards, ACH/EFT transfers, or QuickFee's unique financing option that allows them to pay their invoice over 3 to 12 months—while firms receive the total payment upfront, incurring no extra costs. Operating across the United States and Australia, QuickFee is dedicated to providing scalable, cost-effective solutions supported by exceptional customer service.