---
title: '1st Global: Identity Server Reviews'
meta_title: '1st Global: Identity Server Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: 'Filter reviews by the users'' company size, role or industry to
  find out how 1st Global: Identity Server works for a business like yours.'
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 1st Global: Identity Server Reviews
**Vendor:** 1st Global: Identity Server  
**Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management)
## About 1st Global: Identity Server
Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services.






- [View 1st Global: Identity Server pricing details and edition comparison](https://www.g2.com/products/1st-global-identity-server/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-01+15%3A06%3A20+-0500&secure%5Bsession_id%5D=26aaa638-6b09-472a-86e0-fd3b8d7d2d85&secure%5Btoken%5D=5ff8cf048fa52222abe6fc367cbaf78affbc8174836cc24c89ea077e2949e84a&format=llm_user)

## 1st Global: Identity Server Features
**Platform Additional Functionality**
- Cloud
- Messaging
- Payment
- Portal

**Platform Content**
- Automation

**Platform Data**
- Dashboard

**Agentic AI - Tax Practice Management**
- Autonomous Task Execution
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top 1st Global: Identity Server Alternatives
  - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (880 reviews)
  - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (699 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)