Top 10 Alternatives to Holistiplan Recently Reviewed By G2 Community
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Karbon is an advanced workstream collaboration platform integrated with your email.
TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
Financial Cents help you streamline your workflows, get organized, and manage your team with easy to use accounting practice management software.
Uku is accounting practice management software your team will actually enjoy using. See every deadline, close every month on time, bill every hour, and give clients a branded portal, all from one place. Firms report saving 12+ hours per person each week and running a calmer, more profitable practice. Beautiful, fast, SOC 2 certified, and up and running in 1 to 3 weeks.
Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.
Mango Billing is a Time and Billing, Practice Management Solution for any organization that tracks time and expenses for billing purposes.
Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.
Truss provides the next generation of secure file requesting, sharing, eSigning and organizing with AI workflow automation for accountants.
Levvy is a next generation work management platform built to support outsourced teams of any size across accounting and business services.