Compare Tax1099 vs. Yearli

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.

Focus your efforts on providing exceptional, data-driven care with Valant, the all-in-one EHR and practice management software designed exclusively for behavioral health practices of all sizes. Valant is built to help you spend less time on administrative tasks and more time providing quality care to individuals and groups. Speed your process when you: - Reduce documentation stress with a system that generates clinical narratives - practically completing your notes for you. - Schedule 80+ built-in, reportable outcome measures to automatically send to patients before appointments through the MYIO Patient Portal. - Have the system generate a coded charge when you record appointments. - Automate your patient onboarding process and have intake packets waiting for patients to sign within their portal. - Receive requests for services directly in your EHR, manage new patient inquiries, and get a data-driven match score with new patients.

Cerberus FTP Server provides a secure and reliable file transfer solution for the demanding IT professional. Supporting SFTP and SCP, FTP/S, and HTTP/S, Cerberus is able to authenticate against Active Directory and LDAP, run as a Windows service, has native x64 support, includes a robust set of integrity and security features and offers an easy-to-use manager for controlling user access to files and file operations.

1Password is a password manager that's secure, scalable, easy-to-use, and trusted by some of the most prestigious companies in the world. 1Password makes it easy to keep your employees safe online with its simple interface. Good security habits will become second nature once 1Password is a part of your employees' workflow. 1Password Advanced Protection now available with 1Password Business You can set Master Password policies, enforce two factor authentication across the entire team, limit access with firewall rules, review sign in attempts, and require that your team use the latest version 1Password. Our award-winning apps can be downloaded for Mac, iOS and Linux as well as Windows, Android, and Windows. 1Password syncs seamlessly between devices so that your employees have access to their passwords at all times. Your risk is reduced and your productivity increases when everyone uses 1Password.

Captain Compliance is a privacy management platform that simplifies compliance with global data protection legislation and new AI regulatory requirements. Our Consent Management Platform allows businesses to easily manage user consent, and create customized cookie banners. Our advanced Cookie Scanner automatically detects and categorizes all cookies on your site, ensuring compliance with a dynamic policy. Our DSAR Portal streamlines requests from data subjects, while our AI Compliance Tool monitors and adapts to evolving regulations. We even offer a virtual DPO or CPO if data privacy guidance is needed. Our Hosted Privacy Policy Generator automatically updates your privacy policies in real-time to ensure that they are always up-to date with the latest legal requirements. Captain Compliance offers you the tools to maintain regulatory compliance and protect user data at an affordable price.

CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation--resulting in a more personalized customer experience. Find out which marketing campaigns are generating leads or conversions and use that data for automated call flows and to power your contact centre. Our phone, text, online, and live chat tools allow you to unify communications across your organization. CallTrackingMetrics is trusted by more than 100,000 users worldwide to manage communications for their sales, marketing, and service teams. Call tracking features include reliable dynamic numbers insertion (DNI), for session-level attribution, local and toll-free tracking numbers, and omnichannelattribution across calls, texts and form fills. Contact center features include a browser-based softphone and smart routing options.

Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet. Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks. Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.

Secure Eraser: Secure Data Deletion, Shredders Your Files & Folders. Just because it has been removed from your hard drive doesn't mean that it is gone forever. Anyone can restore the information as long as it was not overwritten. It becomes more difficult if the computer has been resold, or given away. Secure Eraser employs the most well-known method of data disposal. It overwrites sensitive information so that it cannot be recovered even with specialized software. Our award-winning solutions for permanently destroying data eliminate cross-references that may leave traces of deleted files within the allocation table of your hard disk. This Windows software is easy to use and can overwrite sensitive data up to 35 times, regardless of whether they're files, folders or drives, recycle bins, or traces of surfing. You can also delete files that you have already deleted but not for good.

Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

pCloud Business is a cloud storage and file synchronization platform designed for teams that need controlled access, cross-platform compatibility, and predictable storage allocation. It provides centralized file management with granular permissions and optional client-side encryption. Founded in 2013 in Switzerland, pCloud operates under EU-aligned privacy standards and offers data residency in Luxembourg (EU) and Dallas, Texas (US). The platform supports over 23 million users globally. Core Functionality : - Per-User Storage Allocation : 1 TB or 2 TB per user, suitable for small to mid-sized teams and distributed environments. - Virtual File System (pCloud Drive) : Mounts as a local drive on Windows, macOS, and Linux. Files are streamed on demand, reducing local disk usage. - File Sync & Sharing : Folder-level sync, link-based sharing, and permission control (view/edit/manage). Supports password-protected and time-limited links. - Admin & Access Control : Centralized user management, role assignment, and storage distribution via admin console. - Versioning & File History : File versioning with up to 180 days retention, enabling rollback and recovery. - Cross-Platform Support : Native clients for Windows, macOS, Linux, iOS, Android, plus web interface. - Client-Side Encryption (Optional) : Zero-knowledge encryption via pCloud Encryption for sensitive data; encryption keys are not stored server-side. Technical Positioning: - Swiss jurisdiction; GDPR-aligned processing - No file size limits - Works without mandatory ecosystem lock-in (no bundled office suite required) - Compatible with heterogeneous environments (Linux included) Trial : 30-day free trial available for up to 10 users.