Reporting and grant-level processing / reporting

As a startup, we had accounting for our stock programs on spreadsheets since our inception. Like so many, after 4 years, we found that our plans had grown in size and complexity. So that, our spreadsheet-based option was no longer viable. In our search for the right solution for us. We found that many of the market providers took a one size fits all approach, trying to bundled features that we did not need. OptionTrax offered us both the features we needed today and the ability to grow and add features. Making the decision to switch both affordable and providing comfort that our future needs can also be met. We found the software to be very well structured and easy to implement. We found the implementation team to be very knowledgeable and supportive during our transition and continue to receive great support from the operations team. As a small team, we are very grateful for the hours they spent making our transition seamless.

I enjoy the ease of navigating the varios functions and capabilities within the software. It is fairly intuitive to use this software.