# Best Other Finance Software for Small Business *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Products classified in the overall Other Finance category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Other Finance to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Other Finance category. In addition to qualifying for inclusion in the Other Finance Software category, to qualify for inclusion in the Small Business Other Finance Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## G2 Grid® for Other Finance Software ![G2 Grid® for Other Finance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=1405432&focus%5B%5D=102892&focus%5B%5D=24678&focus%5B%5D=64484&focus%5B%5D=64487&focus%5B%5D=118666&focus%5B%5D=118667) Highlighted products: SAP Multi-Bank Connectivity, TaxGPT, Square Banking, Joist, BBVA Customer API, BBVA Payments API, Tax Clarity, and Covisum Social Security Timing. Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api&focus%5B%5D=bbva-payments-api&focus%5B%5D=tax-clarity&focus%5B%5D=covisum-social-security-timing&segment=small-business) ## How Many Other Finance Software Products Does G2 Track? **Total Products under this Category:** 865 ### Category Stats (Jul 2026) - **Average Rating**: 4.32/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Crunchafi Data Extraction (formerly Strongbox) (+2.22%) - Among all products in this category, Crunchafi Data Extraction (formerly Strongbox) recorded the largest rating increase compared to last month *Last updated: July 15, 2026* ## How Does G2 Rank Other Finance Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 500+ Authentic Reviews - 865+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## What Are the Top-Rated Other Finance Software Products in 2026? ### 1. [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) SAP Multi-Bank Connectivity (MBC) is a secure, cloud-based financial network that centralizes and automates the exchange of messages and files between a corporate ERP system and all of its financial institutions globally. Built on the SAP Business Technology Platform (BTP), MBC eliminates the need for managing multiple bank portals and disparate connectivity methods. It provides native support for industry standards like SWIFT and EBICS, enabling secure and automated transmission of outbound payment instructions and the immediate receipt of inbound bank statements and payment statuses. This tight integration ensures real-time cash visibility, accelerates payment reconciliation, and strengthens auditability across all treasury operations. **Average Rating:** 4.3/5.0 **Total Reviews:** 46 **How Do G2 Users Rate SAP Multi-Bank Connectivity?** - **Quality of Support:** 8.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Multi-Bank Connectivity?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Banking - **Company Size:** 36% Enterprise, 32% Mid-Market #### What Are Recent G2 Reviews of SAP Multi-Bank Connectivity? **"[Centralized Multi-Bank Payments That Streamline Treasury Operations](https://www.g2.com/survey_responses/sap-multi-bank-connectivity-review-12737313)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/sap-multi-bank-connectivity-review-12737313) --- **"[Streamlined Banking Integration with a Learning Curve](https://www.g2.com/survey_responses/sap-multi-bank-connectivity-review-12894424)"** **Rating:** 4.5/5.0 stars *— Aman K.* [Read full review](https://www.g2.com/survey_responses/sap-multi-bank-connectivity-review-12894424) --- ### 2. [TaxGPT](https://www.g2.com/products/taxgpt/reviews) What is TaxGPT? TaxGPT is an AI-powered tax operating system created by tax professionals, for tax professionals, to boost your tax and accounting firm’s productivity and profitability by 10x. It simplifies complex tax research, memo writing, IRS notice replies, return reviews, document analysis, and client communications. TaxGPT Tax Research Stop wasting hours digging through tax libraries and search results. TaxGPT's AI tax research engine delivers authoritative, cited answers to complex federal, state, local, - even Canadian tax questions in seconds, not hours. Our research is powered by proprietary AI models trained on millions of verified tax documents, constantly updated with the latest IRS/CRA guidance, court decisions, and legislative changes. Ask questions in plain language, just like you'd ask a colleague, and get detailed answers backed by authoritative verifiable sources every time. Upload client documents, tax returns, IRS notices, financial statements, and more, and TaxGPT analyzes them to provide personalized research based on your client's unique context, not generic responses. - Get cited answers in seconds, not hours - Real-time access to U.S. federal, state, local, and Canadian tax law - Every response includes authoritative citations to IRC, Treasury Regulations, court cases, and rulings - Document analysis delivers context-aware, client-specific insights TaxGPT Tax Writer Writing tax memos, IRS notice responses, client emails, and engagement letters shouldn't consume your day. TaxGPT's AI Tax Writer drafts professional, accurate communications instantly, customized to your firm's voice and your client's needs. Generate tax position memos, respond to IRS and CRA notices (CP2000, CP14, CP501, CP504), draft client communications explaining complex strategies, create engagement letters, and produce marketing content, all grounded in authoritative tax law with proper citations where needed. - Draft comprehensive documents in a fraction of the time - Maintain professional tone across all communications - Customize content to fit your firm's unique voice - Integrated with research results for seamless workflow TaxGPT Matrix: Multi Jurisdiction Research Stop running the same query 20 different times across jurisdictions. TaxGPT Matrix lets you ask any tax question once, select your jurisdictions, and instantly receive a fully cited comparison table, organized, editable, and export-ready. Perfect for SALT practitioners, multi-state compliance, and advisory work where you need jurisdiction-specific answers without the manual compilation nightmare. - Run one query across multiple states simultaneously - Dynamic, AI-powered results (not static charts) - Export professional PDFs with citations included - Covers federal, state, and territorial tax law Agent Andrew Transform your quality control process with Agent Andrew, an AI agent that automates up to 90% of tax return reviews. Agent Andrew analyzes prepared returns (1040, 1065, 1120, 1120-S, and more) and generates detailed reports with color-coded findings: - Red Flags: Critical errors increasing audit risk (transcription errors, omissions, classification mistakes) - Yellow Flags: Cautionary items requiring review (carryovers, misclassified data, bank information verification) - Green Flags: Missed tax savings opportunities (home office deductions, retirement contributions, depreciation elections) Upload a return, customize the review to your firm's checklist, and receive a comprehensive analysis highlighting what matters most, ensuring accuracy, compliance, and maximized client benefits. Client Intelligence: Your Tax Firm's Command Center Stop juggling spreadsheets, email threads, and scattered documents. Client Intelligence centralizes every client detail, document, research thread, and communication in one intelligent dashboard. Complete client profiles with relationship mapping, entity structures, and filing history. AI-powered memory that reads and organizes every uploaded document, delivering year-by-year tax history and personalized responses that improve over time. Instant search across clients, documents, tax years, and even content within files using tax-specific intelligence. Create multiple research and writing threads for each client or issue, audit defense, multi-year analysis, strategic planning, all organized, searchable, and tied to the client's full tax context. - Manage individuals, businesses, partnerships, and complex entities in one place - Automatic document matching and intelligent categorization - Entity relationship mapping - Version tracking and complete audit trail Security & Compliance Your clients' financial data deserves the highest protection. TaxGPT secures all data with: - AES-256 encryption for data in transit and at rest - SOC 2 Type II compliant - Hosted onshore using Amazon AWS and Microsoft Azure - Zero data training: Your firm's and clients' data is never used to train AI models - PII redaction and role-based access controls Model-Agnostic Approach TaxGPT is model-agnostic. We don't lock into a single AI provider or architecture. Instead, we continuously evaluate and deploy the best-performing models for tax research as the technology evolves. AI is advancing rapidly. The best model today won't be the best model in six months. Model-agnostic architecture means TaxGPT gets better automatically as AI improves, without you waiting for vendor upgrades or platform migrations. The proprietary layer is what makes this work for tax. We've fine-tuned our system on millions of real-world tax scenarios, trained by CPAs and tax attorneys. This tax-specific training sits on top of whatever foundation models perform best, ensuring the system understands firm workflows, client situations, and practical application beyond theoretical knowledge. Hallucination-Free AI Responses TaxGPT leverages advanced AI algorithms, including proprietary hallucination control, to ensure the accuracy of every response. Our team of tax professionals review the responses generated to ensure their accuracy, with no fluff or hallucinations. Our AI is trained on extensive tax laws, providing you with the latest, most reliable information so you can confidently make decisions. **Average Rating:** 4.5/5.0 **Total Reviews:** 16 **How Do G2 Users Rate TaxGPT?** - **Quality of Support:** 8.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind TaxGPT?** - **Seller:** [TaxGPT](https://www.g2.com/sellers/taxgpt) - **Company Website:** https://www.taxgpt.com/ - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **Twitter:** @asktaxgpt (1,379 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/taxgpt (48 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 63% Small-Business, 6% Mid-Market #### What Are Recent G2 Reviews of TaxGPT? **"[Revolutionized Tax Research and Return Review](https://www.g2.com/survey_responses/taxgpt-review-11926023)"** **Rating:** 5.0/5.0 stars *— Tamara D.* [Read full review](https://www.g2.com/survey_responses/taxgpt-review-11926023) --- **"[Power Research Tool for Tax Professionals - With the Proper Know-How](https://www.g2.com/survey_responses/taxgpt-review-12130821)"** **Rating:** 4.5/5.0 stars *— Connor P.* [Read full review](https://www.g2.com/survey_responses/taxgpt-review-12130821) --- ### 3. [Square Banking](https://www.g2.com/products/square-banking/reviews) Square Banking is a fully integrated suite of financial tools that helps small businesses manage cash flow, access capital, and make smarter financial decisions — all from one connected ecosystem. Built into the same platform sellers use to run their business, Square Banking combines free business checking and savings, automated financial tools and credit access, giving sellers deeper control, visibility, and confidence with their money. Key Products: Square Checking\*: Square Checking is a free, integrated business checking account and debit card that gives you instant access to your Square sales, so you can manage and spend your money in real-time. Pay for inventory, utilities, and vendors on your terms — with your account and routing numbers, Bill Pay, or checks. With Instant Payouts, earnings from delivery platforms like DoorDash and Uber Eats are also deposited into the account immediately — no delays. There are no monthly fees, overdraft charges, or minimum balance requirements, making it a flexible and reliable solution for small business banking. Square Savings\*\*: Square Savings is a free business savings account that helps you automatically budget, save, and stay organized — all while earning competitive APY. Automatically set aside a percentage of each sale and plan ahead for key expenses like taxes, supplies, bills, and more. Use folders to organize your money in real time, and get personalized recommendations to help budget effortlessly. Square Loans\*\*\*: Fast funding, made simple. Square Loans offers custom loan amounts based on factors like your sales history — no lengthy applications, no ongoing interest, and just one flat fee. Repay automatically from your daily Square sales, and get funds instantly deposited to your Square Checking account once approved. Why Square Banking? Square Banking gives you seamless control over your finances — all in one place. Access your sales instantly and unlock credit tailored to your business. Automate your savings, stay on top of expenses, and simplify your bill payments. No monthly fees, no minimums, no overdrafts. Built into the ecosystem over 4M+ business already use. Disclosures: Square, the Square logo, Square Financial Services, Square Capital, and others are trademarks of Block, Inc. and/or its subsidiaries. Square Financial Services, Inc. is a wholly owned subsidiary of Block, Inc. Block, Inc. is not a bank. Banking services are provided by Square Financial Services, Inc. or Sutton Bank; Members FDIC. Square Checking and Debit Card: \*Block, Inc. is a financial services platform and not an FDIC-insured bank. FDIC deposit insurance coverage only protects against the failure of an FDIC-insured deposit institution. If you have a Square Checking account, up to $250,000 of your balance may be covered by FDIC insurance on a pass-through basis through Sutton Bank, Member FDIC, subject to aggregation of the account holder’s funds held at Sutton Bank and if certain conditions have been met. Square Debit Card is issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard. See Terms and Conditions (https://squareup.com/us/en/legal/general/sqchecking-tos). Square Debit Card is issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard. Instant availability of Square Payments. Funds generated through Square’s payment processing services are generally available in the Square Checking account balance immediately after a payment is processed. Fund availability times may vary due to technical issues. Instant availability does not apply to funds added to the Square Checking account via ACH transfer. ACH credit transfers to your account may take 1–2 business days. Instant Payouts services require a Square Checking account. Funds provided through Instant Payouts services are generally available in the Square Checking account balance immediately after an order is processed. Fund availability times may vary due to technical issues. If an order is not paid out instantly, it will be available according to your regular deposit schedule. Payout limits, including limits on payout amounts, may apply. Square Savings: Savings accounts are provided by Square Financial Services, Inc. Member FDIC. \*\*Accrue annual percentage yield (APY) of 1.00% per folder on folder balances over $10. APY subject to change, current as of 2/18/2025. No minimum deposit is required to open an account. Accounts will not be charged monthly fees. Accounts are FDIC-insured up to $2,500,000. Pending balances are not subject to FDIC insurance. The rate of our savings account is more than 2x the national average of 0.41% APY, based on the national average of savings accounts rates published in the FDIC Weekly National Rates and Rate Caps accurate as of 1/21/2025. Square Loans: \*\*\*All loans are issued by Square Financial Services, Inc. Actual fee depends upon payment card processing history, loan amount and other eligibility factors. A minimum payment of 1/18th of the initial loan balance is required every 60 days and full loan repayment is required within 18 months. Loan eligibility is not guaranteed. All loans are subject to credit approval. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Square Banking?** - **Quality of Support:** 9.4/10 (Category avg: 8.5/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Square Banking?** - **Seller:** [Block](https://www.g2.com/sellers/block) - **Year Founded:** 2009 - **HQ Location:** Oakland, California - **Twitter:** @Square (309,691 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joinblock/ (12,254 employees on LinkedIn®) - **Ownership:** NYSE:SQ **Who Uses This Product?** - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Recent G2 Reviews of Square Banking? **"[Great platform for transactions!](https://www.g2.com/survey_responses/square-banking-review-11447596)"** **Rating:** 5.0/5.0 stars *— Brennan K.* [Read full review](https://www.g2.com/survey_responses/square-banking-review-11447596) --- **"[Excellent Service](https://www.g2.com/survey_responses/square-banking-review-7029178)"** **Rating:** 5.0/5.0 stars *— Vivian G.* [Read full review](https://www.g2.com/survey_responses/square-banking-review-7029178) --- #### What Are G2 Users Discussing About Square Banking? - [How do you use square software?](https://www.g2.com/discussions/how-do-you-use-square-software) - [What exactly does Square do?](https://www.g2.com/discussions/what-exactly-does-square-do) - [What is special about Square Inc?](https://www.g2.com/discussions/what-is-special-about-square-inc) ### 4. [Joist](https://www.g2.com/products/evercommerce-joist/reviews) Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes. Key Features and Functionality: - Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot. - Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages. - Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections. - Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping. - QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts. - Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services. Primary Value and Solutions Provided: Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to: - Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork. - Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects. - Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow. With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry. **Average Rating:** 4.1/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Joist?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Joist?** - **Seller:** [EverPro](https://www.g2.com/sellers/everpro) - **Year Founded:** 2016 - **HQ Location:** Denver, US - **LinkedIn® Page:** https://www.linkedin.com/company/evercommerce/ (1,612 employees on LinkedIn®) - **Ownership:** NASDAQ: EVCM **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 84% Small-Business, 10% Mid-Market #### What Are Recent G2 Reviews of Joist? **"[Joist Pros and Cons](https://www.g2.com/survey_responses/joist-review-11454255)"** **Rating:** 4.5/5.0 stars *— Douglas M.* [Read full review](https://www.g2.com/survey_responses/joist-review-11454255) --- **"[It was simple and effective.](https://www.g2.com/survey_responses/joist-review-11462469)"** **Rating:** 4.0/5.0 stars *— Samantha H.* [Read full review](https://www.g2.com/survey_responses/joist-review-11462469) --- #### What Are G2 Users Discussing About Joist? - [How much does joist cost?](https://www.g2.com/discussions/how-much-does-joist-cost) - 1 upvote - [What are joists in construction?](https://www.g2.com/discussions/what-are-joists-in-construction) - [What is joist pro?](https://www.g2.com/discussions/what-is-joist-pro) - [What is joist app?](https://www.g2.com/discussions/what-is-joist-app) ### 5. [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products. **Average Rating:** 4.4/5.0 **Total Reviews:** 27 **How Do G2 Users Rate BBVA Customer API?** - **Quality of Support:** 9.1/10 (Category avg: 8.5/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind BBVA Customer API?** - **Seller:** [BBVA](https://www.g2.com/sellers/bbva) - **Year Founded:** 1857 - **HQ Location:** Bilbao, Vizcaya - **Twitter:** @bbva (2,014,765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bbva/ (137,226 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 66% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of BBVA Customer API? **"[The best bank API for Mexico](https://www.g2.com/survey_responses/bbva-customer-api-review-7104432)"** **Rating:** 5.0/5.0 stars *— Marisol T.* [Read full review](https://www.g2.com/survey_responses/bbva-customer-api-review-7104432) --- **"[BBVA Clients API](https://www.g2.com/survey_responses/bbva-customer-api-review-7106577)"** **Rating:** 5.0/5.0 stars *— Leonardo C.* [Read full review](https://www.g2.com/survey_responses/bbva-customer-api-review-7106577) --- ### 6. [BBVA Payments API](https://www.g2.com/products/bbva-payments-api/reviews) Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers. **Average Rating:** 4.6/5.0 **Total Reviews:** 22 **How Do G2 Users Rate BBVA Payments API?** - **Quality of Support:** 9.2/10 (Category avg: 8.5/10) - **Ease of Use:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind BBVA Payments API?** - **Seller:** [BBVA](https://www.g2.com/sellers/bbva) - **Year Founded:** 1857 - **HQ Location:** Bilbao, Vizcaya - **Twitter:** @bbva (2,014,765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bbva/ (137,226 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 73% Small-Business, 18% Mid-Market #### What Are Recent G2 Reviews of BBVA Payments API? **"[Best payments API I never had - BBVA](https://www.g2.com/survey_responses/bbva-payments-api-review-7104735)"** **Rating:** 5.0/5.0 stars *— Kasandra E.* [Read full review](https://www.g2.com/survey_responses/bbva-payments-api-review-7104735) --- **"[BBVA payment app is by far, the most efficient and easy to use bank app](https://www.g2.com/survey_responses/bbva-payments-api-review-7104117)"** **Rating:** 5.0/5.0 stars *— Alexei B.* [Read full review](https://www.g2.com/survey_responses/bbva-payments-api-review-7104117) --- ### 7. [Tax Clarity](https://www.g2.com/products/tax-clarity/reviews) Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Use Tax Clarity during every annual client review meeting to look at the tax landscape for any given year without creating a new case. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with your clients. **Average Rating:** 4.6/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Tax Clarity?** - **Quality of Support:** 9.6/10 (Category avg: 8.5/10) - **Ease of Use:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Tax Clarity?** - **Seller:** [Covisum](https://www.g2.com/sellers/covisum) - **Year Founded:** 2016 - **HQ Location:** Omaha, Nebraska - **Twitter:** @Covisum (185 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/12954980/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Tax Clarity? **"[Simple input, easy to show to a client or potential client.](https://www.g2.com/survey_responses/tax-clarity-review-6874104)"** **Rating:** 5.0/5.0 stars *— Lynn B.* [Read full review](https://www.g2.com/survey_responses/tax-clarity-review-6874104) --- **"[I love how easy it is to work with](https://www.g2.com/survey_responses/tax-clarity-review-6873818)"** **Rating:** 5.0/5.0 stars *— Gregg M.* [Read full review](https://www.g2.com/survey_responses/tax-clarity-review-6873818) --- ### 8. [Covisum Social Security Timing](https://www.g2.com/products/covisum-social-security-timing/reviews) Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Core features: -Quick, accurate, easy Social Security strategy identification and comparison -View alternate Social Security strategies -Break-even chart to see which strategy produces the best result over all life expectancy combinations -Marketing tools, including a client-facing seminar, brochure, and direct mailer example -Access to awesome support, industry expertise and training **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Covisum Social Security Timing?** - **Quality of Support:** 9.5/10 (Category avg: 8.5/10) - **Ease of Use:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Covisum Social Security Timing?** - **Seller:** [Covisum](https://www.g2.com/sellers/covisum) - **Year Founded:** 2016 - **HQ Location:** Omaha, Nebraska - **Twitter:** @Covisum (185 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/12954980/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Covisum Social Security Timing? **"[Essential Tool for My Advisory Business](https://www.g2.com/survey_responses/covisum-social-security-timing-review-4302896)"** **Rating:** 5.0/5.0 stars *— Brad W.* [Read full review](https://www.g2.com/survey_responses/covisum-social-security-timing-review-4302896) --- **"[I use this software daily.](https://www.g2.com/survey_responses/covisum-social-security-timing-review-6545227)"** **Rating:** 5.0/5.0 stars *— James J.* [Read full review](https://www.g2.com/survey_responses/covisum-social-security-timing-review-6545227) --- #### What Are G2 Users Discussing About Covisum Social Security Timing? - [What is Covisum Social Security Timing used for?](https://www.g2.com/discussions/what-is-covisum-social-security-timing-used-for) ### 9. [Simple](https://www.g2.com/products/simple/reviews) With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android. **Average Rating:** 4.4/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Simple?** - **Quality of Support:** 8.3/10 (Category avg: 8.5/10) - **Ease of Use:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Simple?** - **Seller:** [Simple Finance](https://www.g2.com/sellers/simple-finance) - **Year Founded:** 2009 - **HQ Location:** Portland, US - **LinkedIn® Page:** https://www.linkedin.com/company/1734121/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Simple? **"[Simple means Simple](https://www.g2.com/survey_responses/simple-review-4306188)"** **Rating:** 4.5/5.0 stars *— Verified User in Legal Services* [Read full review](https://www.g2.com/survey_responses/simple-review-4306188) --- **"[Online banking gets the job done, but slow support](https://www.g2.com/survey_responses/simple-review-2295650)"** **Rating:** 4.0/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/simple-review-2295650) --- ### 10. [Swaap](https://www.g2.com/products/swaap/reviews) Swaap is a next-generation market-making protocol offering services to large liquidity providers, aggregators, and other partners. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Swaap?** - **Quality of Support:** 9.4/10 (Category avg: 8.5/10) - **Ease of Use:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Swaap?** - **Seller:** [APESU](https://www.g2.com/sellers/apesu) - **Year Founded:** 2021 - **HQ Location:** N/A - **Twitter:** @SwaapFinance (15,368 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/swaap-labs/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Swaap? **"[Efficient DEFi protocol built by a skilled team](https://www.g2.com/survey_responses/swaap-review-8300552)"** **Rating:** 5.0/5.0 stars *— J L.* [Read full review](https://www.g2.com/survey_responses/swaap-review-8300552) --- **"[A very simple LP offering](https://www.g2.com/survey_responses/swaap-review-8513943)"** **Rating:** 5.0/5.0 stars *— seungjae k.* [Read full review](https://www.g2.com/survey_responses/swaap-review-8513943) --- ## What Is Other Finance Software? [Financial Services Software](https://www.g2.com/categories/financial-services)