QuickBooks
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Employee stock plan tracking
- Termination schedule customization
- Unlimited vesting schedules management
- Transactions processing
- ESPP cash contributions tracking
- Withdrawals and share purchases tracking
- Transaction reporting
- Report filtering
- Different report formats
- Ad hoc reports
- Calculation of intrinsic award values
- Disclosure requirements
- Acquisition and liquidation modeling
- Investor activities tracking
- Payout
- Acquisition & exchange management
- Multiple accounts management
- Document access and storage
Pricing Info
Pricing Info
Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.
Cap Table Management for Private Companies – Starts at $50 per month, billed annually
- Funding and capitalization reporting
- Securities and shareholder management
- Document management and storage
- Corporate action processing
Equity Plan Management for Private Companies – Starts at $200 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Automated equity tracking
Equity Plan Management for Public Companies – Starts at $350 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Custom award valuation
- Equity tracking
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Destination Maternity Corporation, Accuweather, Nutrisystem
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A customizable suite of stock option plan and cap table management software designed for both private and public organizations.
Company Email
info@optiontrax.com
Contact No.
Company's Address
OptionTrax
5 Radnor Corporate Center, Suite 441
100 Matsonford Road
Radnor, PA 19087
OptionTrax Comparisons
Popular OptionTrax Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
QuickBooks Pro Features
- Add multiple attachments
- Customize email templates
- Your income-producing transactions in one spot
- View all banking transactions
- Track bounced checks
- See key reports in just one click
- Simplified customer forms
- Customer, Vendor and Employee contact information
- Simplified navigation
- Calendar View
- Lead Center
- Document Center
- Use report templates created by other QuickBooks users
- Customer Snapshot
- Memorized Transactions
- Save worksheet formatting when you export to Excel
- Professional looking invoices and forms
- Track sales, sales taxes, and customer payments
- Send invoices and estimates from Yahoo!, Gmail, or Hotmail
- Track inventory, set reorder points, and create purchase orders
- Create and print deposit slips
- Print checks, pay bills, and track expenses
- Company Snapshot
- Report Center
- Import from Excel or other email address books
- Up to 3 users at the same time
- Individual user permissions
- Create a copy for your accountant
- Import from Excel, Quicken, Microsoft Office Accounting, and older QuickBooks versions
- Download bank and credit card transactions
- Pay W-2 employees and file payroll taxes
QuickBooks Online Features
- Track sales and expenses
- Track payments
- Support for Mac23
- Smartphone compatible
- Profit and Loss and Balance Sheet reports
- Print checks
- Pay online link in invoices
- Document sharing
- Mobile receipt capture
- Free trial
- Excel data export
- Enter and manage bills
- Comprehensive dashboard
- Automated tax calculation
- Interactive feed
- Create estimates
- Create custom invoices
- Create and manage invoices
- Sync bank data
- Automated online banking
- Actionable insights
Pricing Info
QuickBooks offers four pricing plans with monthly subscriptions. All plans include customer support, integration with apps you already use, and secure bank connection. Discounts are regularly offered and a free 30-day trial is available.
FREELANCER
Self-employed – $5/month
- Track miles
- Track income & expenses
- Estimate quarterly taxes
- Run reports
- Invoice & accept payments
SMALL BUSINESS
Simple Start – $7/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
Essentials – $17/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
- Manage bills
- Multiple users
- Track time
Plus – $25/month
- Track income & expenses
- Maximize tax deductions
- Invoice & accept payments
- Run reports
- Send estimates
- Track sales & sales tax
- Manage bills
- Multiple users
- Track time
- Track inventory
- Manage 1099 contractors
Small business plans come with add-on options for Enhanced Payroll or Full Service Payroll solutions at separate costs.
Integrations
QuickBooks Pro Integrations:
Compatible with other QuickBooks editions:
- QuickBooks Online
- QuickBooks Premier
- QuickBooks Enterprise Solutions
- QuickBooks Accountant
- QuickBooks for Mac
And other Intuit industry-specific solutions:
- Construction accounting software
- Manufacturing accounting software
- Nonprofit accounting software
- Professional services accounting software
- Retail accounting software
QuickBooks Online Integrations:
QuickBooks Online connects with applications by QuickBooks:
- QuickBooks Payroll
- QuickBooks Payments
QuickBooks Online add-ons:
- Mavenlink
- Shoeboxed
- TSheets
- Jobber
- Bill.com
- Method CRM
QuickBooks API is also available for app developers to build integrations between their systems and connect customer data with REST-based API.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
This is the accounting software that pioneered the use of windows that look like real-life forms. It offers the most features every business needs, such as overdue items, accounting notes, contact data, and more. With a new Pay Now link, users can connect their invoices to credit cards and bank accounts.
Company Email
quickbooks.ca.solutions@intuit.com
Contact No.
Company's Address
2632 Marine Way
Mountain View, CA 94043
USA
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All the data, details and statistics that we provided in this table were gathered from official vendor websites, promotional resources available online, real-life experience from real users as well as our individual everyday use of each software by a professional reviewer. We pay a lot of attention to extensively study each software, so we not only analyze it ourselves, but we also compare our observations with opinions of other members from the B2B community.
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