# Top 10 Sun Life Financial Alternatives & Competitors **Average Rating:** 3.3/5 **Total Number of Reviews:** 5 Sun Life Financial is not the only option for Benefits Consulting Providers. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Sun Life Financial include reliability and ease of use. The best overall Sun Life Financial alternative is Pilot. Other similar apps like Sun Life Financial are Insperity, Baker Tilly, Swanson Reed | Specialist R&D Advisors, and Zeni. Sun Life Financial alternatives can be found in [Benefits Consulting Providers](https://www.g2.com/categories/benefits-consulting) but may also be in [Bookkeeping Services Providers](https://www.g2.com/categories/bookkeeping-services) or [HR Consulting Providers](https://www.g2.com/categories/hr-consulting). ## Best Paid & Free Alternatives to Sun Life Financial - [Pilot](https://www.g2.com/products/pilot/reviews) - [Insperity](https://www.g2.com/products/insperity/reviews) - [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) - [Swanson Reed | Specialist R&D Advisors](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews) - [Zeni](https://www.g2.com/products/zeni/reviews) - [TaxValet](https://www.g2.com/products/taxvalet/reviews) - [Collective](https://www.g2.com/products/collective/reviews) - [Nava Benefits](https://www.g2.com/products/nava-benefits/reviews) - [Deloitte Consulting](https://www.g2.com/products/deloitte-consulting/reviews) - [Lumity Benefits Solution](https://www.g2.com/products/lumity-benefits-solution/reviews) ## Top 10 Alternatives to Sun Life Financial Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Sun Life Financial stacks up to the competition, check reviews from current & previous users in industries like Computer Software, Accounting, and Financial Services, and find the best product for your business. ### 1. [Pilot](https://www.g2.com/products/pilot/reviews) By Pilot **Average Rating:** 4.7/5 **Total Reviews:** 142 Pilot takes care of your bookkeeping from start to finish so you can focus 100% on making your business succeed. Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Pilot](https://www.g2.com/compare/pilot-vs-sun-life-financial) **Compare Pilot with other alternatives:** - [Pilot vs Insperity](https://www.g2.com/compare/insperity-vs-pilot) - [Pilot vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-pilot) - [Pilot vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/pilot-vs-swanson-reed-specialist-r-d-advisors) - [Pilot vs Zeni](https://www.g2.com/compare/pilot-vs-zeni) - [Pilot vs TaxValet](https://www.g2.com/compare/pilot-vs-taxvalet) - [Pilot vs Collective](https://www.g2.com/compare/collective-vs-pilot) - [Pilot vs Nava Benefits](https://www.g2.com/compare/nava-benefits-vs-pilot) - [Pilot vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-pilot) - [Pilot vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-pilot) ### 2. [Insperity](https://www.g2.com/products/insperity/reviews) By Insperity **Average Rating:** 4.1/5 **Total Reviews:** 140 Insperity provides HR and business solutions that help America's best companies prosper since 1986. Categories in common with Sun Life Financial: [Benefits Consulting](https://www.g2.com/categories/benefits-consulting) **Compare:** [Sun Life Financial vs Insperity](https://www.g2.com/compare/insperity-vs-sun-life-financial) **Compare Insperity with other alternatives:** - [Insperity vs Pilot](https://www.g2.com/compare/insperity-vs-pilot) - [Insperity vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-insperity) - [Insperity vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/insperity-vs-swanson-reed-specialist-r-d-advisors) - [Insperity vs Zeni](https://www.g2.com/compare/insperity-vs-zeni) - [Insperity vs TaxValet](https://www.g2.com/compare/insperity-vs-taxvalet) - [Insperity vs Collective](https://www.g2.com/compare/collective-vs-insperity) - [Insperity vs Nava Benefits](https://www.g2.com/compare/insperity-vs-nava-benefits) - [Insperity vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-insperity) - [Insperity vs Lumity Benefits Solution](https://www.g2.com/compare/insperity-vs-lumity-benefits-solution) ### 3. [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) By Baker Tilly **Average Rating:** 4.7/5 **Total Reviews:** 118 Baker Tilly is known for its industry-leading client satisfaction, differentiated product mastery and unparalleled practice growth within the Sage Intacct community. An experienced provider of cloud financial automation and management solutions, Baker Tilly has a global client presence across a variety of industry segments including technology, faith-based/not-for-profit and home services. In October 2021, Baker Tilly acquired AcctTwo, thus reviews about both organizations have been merged into this page. Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-sun-life-financial) **Compare Baker Tilly with other alternatives:** - [Baker Tilly vs Pilot](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-pilot) - [Baker Tilly vs Insperity](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-insperity) - [Baker Tilly vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-swanson-reed-specialist-r-d-advisors) - [Baker Tilly vs Zeni](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-zeni) - [Baker Tilly vs TaxValet](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-taxvalet) - [Baker Tilly vs Collective](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-collective) - [Baker Tilly vs Nava Benefits](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-nava-benefits) - [Baker Tilly vs Deloitte Consulting](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-deloitte-consulting) - [Baker Tilly vs Lumity Benefits Solution](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-lumity-benefits-solution) ### 4. [Swanson Reed | Specialist R&D Advisors](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews) By Swanson Reed **Average Rating:** 4.9/5 **Total Reviews:** 82 Swanson Reed is a leading R&D tax advisory firm serving businesses across Albany, NY. With extensive expertise in research and development tax credits, we help companies identify qualifying activities, maximize tax savings, and ensure compliance with IRS regulations. Our team specializes in assisting industries such as manufacturing, technology, software, and engineering to claim valuable incentives for innovation. Whether you’re a startup or an established enterprise, Swanson Reed provides expert guidance to streamline the R&D tax credit process. Contact us at (518) 801-0616 or visit us to learn more about how we can help your business unlock tax benefits and fuel future growth. Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/sun-life-financial-vs-swanson-reed-specialist-r-d-advisors) **Compare Swanson Reed | Specialist R&D Advisors with other alternatives:** - [Swanson Reed | Specialist R&D Advisors vs Pilot](https://www.g2.com/compare/pilot-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Insperity](https://www.g2.com/compare/insperity-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Zeni](https://www.g2.com/compare/swanson-reed-specialist-r-d-advisors-vs-zeni) - [Swanson Reed | Specialist R&D Advisors vs TaxValet](https://www.g2.com/compare/swanson-reed-specialist-r-d-advisors-vs-taxvalet) - [Swanson Reed | Specialist R&D Advisors vs Collective](https://www.g2.com/compare/collective-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Nava Benefits](https://www.g2.com/compare/nava-benefits-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-swanson-reed-specialist-r-d-advisors) - [Swanson Reed | Specialist R&D Advisors vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-swanson-reed-specialist-r-d-advisors) ### 5. [Zeni](https://www.g2.com/products/zeni/reviews) By Zeni **Average Rating:** 4.5/5 **Total Reviews:** 82 Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Zeni is the only startup bookkeeping solution engineered to power high velocity decision making 🚀 Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Zeni](https://www.g2.com/compare/sun-life-financial-vs-zeni) **Compare Zeni with other alternatives:** - [Zeni vs Pilot](https://www.g2.com/compare/pilot-vs-zeni) - [Zeni vs Insperity](https://www.g2.com/compare/insperity-vs-zeni) - [Zeni vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-zeni) - [Zeni vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/swanson-reed-specialist-r-d-advisors-vs-zeni) - [Zeni vs TaxValet](https://www.g2.com/compare/taxvalet-vs-zeni) - [Zeni vs Collective](https://www.g2.com/compare/collective-vs-zeni) - [Zeni vs Nava Benefits](https://www.g2.com/compare/nava-benefits-vs-zeni) - [Zeni vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-zeni) - [Zeni vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-zeni) ### 6. [TaxValet](https://www.g2.com/products/taxvalet/reviews) By TaxValet **Average Rating:** 4.8/5 **Total Reviews:** 76 Navigating the labyrinth of sales tax is more than just an annoyance for e-commerce, SaaS, and other online sellers. It’s a major business challenge. With constantly shifting state laws, onerous filing requirements, and countless ways to make mistakes, it’s no wonder most businesses don’t have the time, resources, or expertise to guarantee compliance. Faced with convoluted regulations, one might be tempted to wish it all away: "If only I never had to think about sales tax again!" 🤦‍♂️ Enter TaxValet. We don't merely handle sales tax. We embrace it with passion 💖. Our promise? A holistic, 360-degree approach to sales tax compliance, ensuring you never miss a beat. While sales tax software can automate filings and payments, it also allows far too many mistakes to slip through the cracks. That’s why TaxValet goes above and beyond with these comprehensive offerings: 🤖 Automated filings & payments to keep you on schedule. 🌍Ongoing nexus analysis to navigate those intricate tax networks. 🛡️Expert audit defense, because we've always got your back. ⏰24/7 statute monitoring – we never sleep on changing laws. 🔄100% hands-free data transfer for complete peace of mind. 🌱Past due tax cleanup, because everyone deserves a fresh start. 👥A dedicated team that eats, sleeps, and breathes sales tax. ✨Unlimited support, because we're on this journey together. 💸Transparent, fixed pricing with no hidden surprises. 🏆And our golden penalty-free guarantee. Our dedicated team is more than just experts. We're guardians of your business's integrity, ensuring that the weight of sales tax never holds you down. At TaxValet, we don't just manage sales tax. We redefine it. Ready to experience the difference? Get started at https://thetaxvalet.com/ Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs TaxValet](https://www.g2.com/compare/sun-life-financial-vs-taxvalet) **Compare TaxValet with other alternatives:** - [TaxValet vs Pilot](https://www.g2.com/compare/pilot-vs-taxvalet) - [TaxValet vs Insperity](https://www.g2.com/compare/insperity-vs-taxvalet) - [TaxValet vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-taxvalet) - [TaxValet vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/swanson-reed-specialist-r-d-advisors-vs-taxvalet) - [TaxValet vs Zeni](https://www.g2.com/compare/taxvalet-vs-zeni) - [TaxValet vs Collective](https://www.g2.com/compare/collective-vs-taxvalet) - [TaxValet vs Nava Benefits](https://www.g2.com/compare/nava-benefits-vs-taxvalet) - [TaxValet vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-taxvalet) - [TaxValet vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-taxvalet) ### 7. [Collective](https://www.g2.com/products/collective/reviews) By Collective **Average Rating:** 4.6/5 **Total Reviews:** 67 Collective is an all in one platform providing Businesses-of-One with back office financial support including entity formations, tax filing, payroll and monthly bookkeeping. Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Collective](https://www.g2.com/compare/collective-vs-sun-life-financial) **Compare Collective with other alternatives:** - [Collective vs Pilot](https://www.g2.com/compare/collective-vs-pilot) - [Collective vs Insperity](https://www.g2.com/compare/collective-vs-insperity) - [Collective vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-collective) - [Collective vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/collective-vs-swanson-reed-specialist-r-d-advisors) - [Collective vs Zeni](https://www.g2.com/compare/collective-vs-zeni) - [Collective vs TaxValet](https://www.g2.com/compare/collective-vs-taxvalet) - [Collective vs Nava Benefits](https://www.g2.com/compare/collective-vs-nava-benefits) - [Collective vs Deloitte Consulting](https://www.g2.com/compare/collective-vs-deloitte-consulting) - [Collective vs Lumity Benefits Solution](https://www.g2.com/compare/collective-vs-lumity-benefits-solution) ### 8. [Nava Benefits](https://www.g2.com/products/nava-benefits/reviews) By Nava Benefits **Average Rating:** 4.8/5 **Total Reviews:** 67 Nava Benefits is the modern benefits brokerage that makes great benefits easy for you and your employees. We bring the Fortune 500 benefits playbook to small and midsized employers, saving 8-22% and leveling up the employee experience while giving HR a break. And it's all backed by the industry's first money-back performance guarantee. Categories in common with Sun Life Financial: [Benefits Consulting](https://www.g2.com/categories/benefits-consulting) **Compare:** [Sun Life Financial vs Nava Benefits](https://www.g2.com/compare/nava-benefits-vs-sun-life-financial) **Compare Nava Benefits with other alternatives:** - [Nava Benefits vs Pilot](https://www.g2.com/compare/nava-benefits-vs-pilot) - [Nava Benefits vs Insperity](https://www.g2.com/compare/insperity-vs-nava-benefits) - [Nava Benefits vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-nava-benefits) - [Nava Benefits vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/nava-benefits-vs-swanson-reed-specialist-r-d-advisors) - [Nava Benefits vs Zeni](https://www.g2.com/compare/nava-benefits-vs-zeni) - [Nava Benefits vs TaxValet](https://www.g2.com/compare/nava-benefits-vs-taxvalet) - [Nava Benefits vs Collective](https://www.g2.com/compare/collective-vs-nava-benefits) - [Nava Benefits vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-nava-benefits) - [Nava Benefits vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-nava-benefits) ### 9. [Deloitte Consulting](https://www.g2.com/products/deloitte-consulting/reviews) By Deloitte **Average Rating:** 4.2/5 **Total Reviews:** 66 Deloitte is an accounting firms and professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services Categories in common with Sun Life Financial: [Tax Services](https://www.g2.com/categories/tax-services) **Compare:** [Sun Life Financial vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-sun-life-financial) **Compare Deloitte Consulting with other alternatives:** - [Deloitte Consulting vs Pilot](https://www.g2.com/compare/deloitte-consulting-vs-pilot) - [Deloitte Consulting vs Insperity](https://www.g2.com/compare/deloitte-consulting-vs-insperity) - [Deloitte Consulting vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-deloitte-consulting) - [Deloitte Consulting vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/deloitte-consulting-vs-swanson-reed-specialist-r-d-advisors) - [Deloitte Consulting vs Zeni](https://www.g2.com/compare/deloitte-consulting-vs-zeni) - [Deloitte Consulting vs TaxValet](https://www.g2.com/compare/deloitte-consulting-vs-taxvalet) - [Deloitte Consulting vs Collective](https://www.g2.com/compare/collective-vs-deloitte-consulting) - [Deloitte Consulting vs Nava Benefits](https://www.g2.com/compare/deloitte-consulting-vs-nava-benefits) - [Deloitte Consulting vs Lumity Benefits Solution](https://www.g2.com/compare/deloitte-consulting-vs-lumity-benefits-solution) ### 10. [Lumity Benefits Solution](https://www.g2.com/products/lumity-benefits-solution/reviews) By Lumity **Average Rating:** 4.8/5 **Total Reviews:** 64 Lumity offers a benefits solution that combines dedicated service and expertise with powerful data insights and technology to relieve the pain of administering and choosing health plans and benefits for both employers and employees. Categories in common with Sun Life Financial: [Benefits Consulting](https://www.g2.com/categories/benefits-consulting) **Compare:** [Sun Life Financial vs Lumity Benefits Solution](https://www.g2.com/compare/lumity-benefits-solution-vs-sun-life-financial) **Compare Lumity Benefits Solution with other alternatives:** - [Lumity Benefits Solution vs Pilot](https://www.g2.com/compare/lumity-benefits-solution-vs-pilot) - [Lumity Benefits Solution vs Insperity](https://www.g2.com/compare/insperity-vs-lumity-benefits-solution) - [Lumity Benefits Solution vs Baker Tilly](https://www.g2.com/compare/baker-tilly-baker-tilly-vs-lumity-benefits-solution) - [Lumity Benefits Solution vs Swanson Reed | Specialist R&D Advisors](https://www.g2.com/compare/lumity-benefits-solution-vs-swanson-reed-specialist-r-d-advisors) - [Lumity Benefits Solution vs Zeni](https://www.g2.com/compare/lumity-benefits-solution-vs-zeni) - [Lumity Benefits Solution vs TaxValet](https://www.g2.com/compare/lumity-benefits-solution-vs-taxvalet) - [Lumity Benefits Solution vs Collective](https://www.g2.com/compare/collective-vs-lumity-benefits-solution) - [Lumity Benefits Solution vs Nava Benefits](https://www.g2.com/compare/lumity-benefits-solution-vs-nava-benefits) - [Lumity Benefits Solution vs Deloitte Consulting](https://www.g2.com/compare/deloitte-consulting-vs-lumity-benefits-solution) ## Explore Articles - [Best CMMS Software](https://www.g2.com/discussions/best-cmms-software) - [Top AI chatbots for appointment scheduling](https://www.g2.com/discussions/what-are-the-top-ai-chatbots-for-appointment-scheduling) - [Best customer success platform for growing software companies](https://www.g2.com/discussions/best-customer-success-platform-for-growing-software-companies) - [Which tool supports easy migration from other website platforms?](https://www.g2.com/discussions/which-tool-supports-easy-migration-from-other-website-platforms) - [Recommendations for PRM software](https://www.g2.com/discussions/seeking-recommendations-for-prm-software-beyond-the-usual-suspects) - [Which video content creation platform offers the best editing features?](https://www.g2.com/discussions/which-video-content-creation-platform-offers-the-best-editing-features) ## Spotlight Categories - [Auto Dialer Software](https://www.g2.com/categories/auto-dialer) - [Email Marketing Software](https://www.g2.com/categories/email-marketing) - [Pricing Software](https://www.g2.com/categories/pricing)