Compare Tax Planner Pro vs. TaxWise

NaviPlan®, the most accurate financial planning engine on the market, allows firms to tailor their services to any client. This includes simple goals-based assessments and advanced cash flow planning analysis. NaviPlan empowers financial professionals to provide the best possible service to any client, from simple goals-based assessments to complex retirement income scenarios and estate plans. NaviPlan calculations can be applied to unlimited scenarios, including stock options, business planning, insurance recommendations and detailed tax analysis. NaviPlan's tax planning software is built using the most accurate calculation engine on the financial planning market. It provides advisors with a variety of tax planning tools, including federal tax projections and state tax projections to tailor their service to each client.

Melio is an accounts payable platform designed to simplify bill payments, improve workflows, and maximize cash flow efficiency. You can pay vendors online using bank transfers or credit/debit cards—even if they only accept checks—while Melio takes care of the manual tasks. Integrate seamlessly with QuickBooks and Xero to keep your accounting up-to-date. Melio allows you to pay through bank transfer or card, helping you extend your cash flow and gain rewards. Enter vendor or bill details manually, upload, or snap a photo of the invoice—it’s that simple. Schedule payments according to your cash flow plan and let Melio manage them. Additionally, you can pay international vendors in their local currency for services and products.

Ganttic is a flexible drag-and-drop scheduler for resource planning. Its resource-centric Gantt charts provide a holistic view of your equipment, personnel, facilities, and vehicles, providing a clear understanding of who or what is engaged and when. Beyond its scheduling capabilities, Ganttic enables a deeper level of resource management and project portfolio oversight. Harness the power to optimize resource utilization, generate detailed reports, and establish project or resource-breakdown structures that streamline the planning process. Unlimited Custom Views help segment large resource pools, giving different managers the power to organize their teams and departments according to their own needs. Create unique data fields to incorporate data that matters, and ensuring the right resource is booked for the job. Easily share Views to facilitate collaboration among teams and stakeholders, while notifications, calendar syncs, and a mobile app keep the right individuals informed of any changes. With unlimited user access in all subscriptions, everyone stays up to date. Take advantage of a free 14 day trial with complimentary training and onboarding from our dedicated support team.

The ultimate MRP solution for small manufacturers! MRPeasy offers an affordable, user-friendly, and cloud-based MRP system tailored specifically for small manufacturing businesses. Transform your customer orders into manufacturing orders and let the system schedule them automatically. It effortlessly books items from your inventory, and if needed, initiates purchase orders on your behalf. Depending on the real-time requirements, MRPeasy allows for both forward and backward scheduling. Automated checks ensure the availability of workers, workstations, and materials. Maintain a comprehensive overview of all your operations at all times! MRPeasy also smoothly integrates with premier accounting software such as QuickBooks and Xero, along with e-commerce platforms like Shopify and WooCommerce. This integration creates an all-encompassing business management solution that meets your every need.

Routal Planner allows you to plan and optimize your routes in just minutes. This will save you hundreds of hours and increase efficiency by more than 30% in your last mile logistics. It is so simple to use, you can start planning routes in no time and save time. Routal.com is trusted by large companies such as Volkswagen and Heineken, but there are hundreds of small- and medium-sized businesses that have grown because of the improvements in their processes. Plan your routes, including weight and volume restrictions. You can send the routes to your drivers' mobile phones and keep control of your operation at any time. To let your customers know when their route begins or ends, send them direct messages. You can reduce the number of failed deliveries and increase customer satisfaction.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

Resco's solution lets you take Dynamics 365 and Salesforce with you wherever your team goes. Your team can access CRM data anywhere and anytime with powerful offline features. This saves you time, reduces errors, and speeds customer visits. Field Sales+ provides full offline access to ensure your sales team remains productive no matter where they're located. You can access, update, and collect essential CRM data from remote locations, even if you have connectivity issues. Resco's intelligent route planner and Routes AI will reduce travel time and costs. These tools optimize your sales team's routes and guide their journeys, making each customer more efficient. Keep your CRM information current across all devices with a quick and efficient data sync. This seamless integration ensures every customer interaction is strategic and informed, boosting customer satisfaction.

Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.

SportsEngine Motion gives you complete control over your class-based business or swim club. You can do this from a mobile app and dashboard. You can easily view all your business's finances in one dashboard. You can also charge, track and collect payments for events, competitions and class registrations. You can always stay informed by monitoring your finances and payments through the SportsEngine Motion mobile app and website. You can create and run detailed financial reports that are exportable to see almost anything, such as the status of accounts, incoming funds, past-due account, and more. Accept and automatically process credit cards and access reports to view the status of each payment.

Trust in the reliability of SBSA Technology's EDI and API automation, which serves as a powerful synergy for the supply chain industry. Experience the benefits of automating order fulfillment, logistics, operations, and processes in a single platform. The SBSA order management module caters to both small and large businesses, offering an ideal solution. If your company utilizes proprietary software, the SBSA EDI VAN Cloud solution is the perfect choice. With flexibility as a core principle, SBSA is ready to assist you with API integration or any EDI requirements you may have. Leveraging business automation can empower your company to scale effectively, increasing productivity, cost efficiency, and operational effectiveness. Feel free to reach out to us to explore our consulting services. As security is paramount, we facilitate secure document communication using AS2 or SFTP encryptions. Rest assured, our systems are designed to ensure compliance with all retailers, preventing any additional non-compliance fees.