MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare TaxWorkFlow vs Investfly

What is better TaxWorkFlow or Investfly? A good way to choose the right Accounting Software product for your business is to compare the solutions against each other. Here you can compare TaxWorkFlow and Investfly and see their capabilities compared thoroughly to help you choose which one is the superior product.

Furthermore, you can review their overall ratings, such as: overall score (TaxWorkFlow: 8.0 vs. Investfly: 8.0) and user satisfaction (TaxWorkFlow: N/A% vs. Investfly: 100%). Browse through their varying features and similarities and find out which one outperforms the other. Likewise, think about what your business will be in years to come; will your company outgrow the app in the next 3-5 years?

We know that not all businesses have the time to scrutinize dozens of different services, so we came up with a list of suggestions that you may find useful. Our top choices for the Accounting Software category are: FreshBooks, Sage 50cloud, NetSuite ERP.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $1500

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workflow Automation
  • Document Management System
  • Client Relations Management
  • Time and Billing
  • Native Windows Interface
  • Cloud-based or On-premise Hosting

Pricing Info

TaxWorkFlow offers a single enterprise pricing plan for all users. Here are the details:

TaxWorkFlow – $1,500/year

  • Unlimited storage space
  • Unlimited users
  • Unlimited company offices
  • Free client portal
  • Free email hosting
  • Free web hosting

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

TaxWorkFlows integrates with the following business systems and applications:

  • GoDaddy
  • Gmail
  • Office 365
  • CalDav
  • Google Calendar
  • QuickBooks

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one application to increase the profitability of their tax operations.

Company Email

info@thetaxworkflow.com

Contact No.

Company's Address

517 Grand street, Floor 1
New York, NY 10002
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19.99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Algorithmic Trading
  • Virtual Stock Exchange
  • Technical Analysis
  • Stock Alerts
  • Stock Market Game
  • Technical Stock Screener

Pricing Info

Investfly offers three SMB and enterprise pricing plans for users to choose from, including a free-of-charge plan for a single virtual portfolio. Give the details a look, and choose the best plan for your business:

Standard – Free

  • 1 Virtual Portfolio
  • 1 Stock Screener
  • 1 Stock Alert
  • Simulated Securities – Stock Only
  • Email Alerts & Notifications
  • 1 Year Backtest Automated Trading Strategy

Premium – $19.99/month

  • 5 Virtual Portfolios
  • 5 Stock Screeners
  • 5 Stock Alerts
  • Simulated Securities – Stock, Multileg, Stock Option, Future
  • Email Alerts & Notifications
  • 5 Years Backtest Automated Trading Strategy
  • Trade from Screener
  • Download Screener Result
  • Run Automated Trading Strategy
  • Incremental Trading
  • API Access
  • Delayed Data Stream (Stock and ETF)

Elite – $49.99/month

  • 10 Virtual Portfolios
  • 10 Stock Screeners
  • 10 Stock Alerts
  • Simulated Securities – Stock, Multileg, Stock Option, Future
  • Email + SMS Alerts & Notifications
  • 5 Years Backtest Automated Trading Strategy
  • Trade from Screener
  • Download Screener Result
  • Run Automated Trading Strategy
  • Incremental Trading
  • API Access
  • 2 Brokers Account Integrated
  • Real Stocks Trading
  • Real-Time Data Stream (Stock and ETF)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Investfly enables its users to link their trading accounts into the system. The sites supported are Tradier Brokerage and Interactive Brokers.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Investfly is a virtual trading platform that provides users with automated trading strategies.

Company Email

support@investfly.com

Contact No.

Company's Address

417 Del Medio Ave
Mountain View, CA 94040
USA

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

You shouldn’t expect exclusively a broad range of useful tools and adjustable pricing packages from a reliable Accounting Software. Almost as crucial as core features is a top-notch customer support. You want to ensure that in a situation where you have any questions about TaxWorkFlow or Investfly, or you face some problems, or maybe you’ll need to request a certain update or functionality useful to your company you can rely on a responsive and helpful customer support. Examine whether services such as phone support, tickets or live chat are available. What is more, it’s a big plus if you are able to benefit from individual training or at least a knowledge base you can use.

Page last modified