Software Evaluation Software Evaluation Getting Started Please provide some summary information about the application, vendor, etc. Software Title Publisher / Vendor Intuit, Inc.AccountingSuiteAcumaticaApteanExactMicrosoftNetSuiteSageSAPSpire SystemsXeroZoho Evaluator Randy JohnstonBrian TankersleyStephen Yoss Date of Review Major Category CPA FirmFinancial ReportingAdvisoryAccountingPaperlessBankingCredit UnionOpen SourceOther Major Category Please select the software categories that would be relevant to this title. Evaluate Price? YesNo Industry & Category Sub-Category – CPA Firm Practice ManagementTaxAuditPaperlessPortal Practice Management Tax Audit Market Segment Option 1 Coverage Option 1 Industry #1 Option 1 Industry #2 Option 1 Industry #3 Option 1 What do you think would be the sweet spot for this product? Publisher Details Year Founded Option 1 Year Product Introduced Option 1 Number of Installations Partner/Direct Option 1 Number of Partners Option 1 Contact at Vendor Phone Email CPA Firm Software — Ranking Please rank the title according to the metrics listed below. Feature Evaluation N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied API N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied BI N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Budgeting N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied CRM N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Dashboard-Multi-client N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied DMS N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied eCommerce N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Financial Planning & Analysis N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Integrations N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Inventory N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied iPass N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Job Cost N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Payables customization N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Payroll N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Reporting-Dashboard N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Reporting-Financial N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Reporting-Operational N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Workflow N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Functionality Ranking N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied ERP N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Modules (#) N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Implementor N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Personalization N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied RPA N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied POS N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied WMS N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Subassembly depth N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied 3rd Party N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Treasury N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Fixed Asset N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Lease Accounting N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Additional Details Real-Time or Batch? Real-TimeBatchNot Applicable Acct# digits A# Segments Lot# Serial# Foreign $ Web Integration No Yes Customization Top Features vs. Other Products Top Features in Latest Release Pricing Price/User User Max 1st User Price 5th User Price 10th User Price 25th User Price 100th User Price 1000th User Price Incremental Server Costs Standard Bundle per user Advanced Bundle per user Annual Maintenance per year Installation cost multiplier Technical Specifications Version What version of the application? If a version isn't known (e.g. SaaS), what year? Plaforms Supported Windows Mac OS iOS Android Web Latest Version Planned Date of Next Release Database Option 1 Location Option 1 Dedicated Server SaaS Common Feature Evaluation N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied API N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied BI N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Reporting N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Workflow N/A Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Feedback and Review Please provide your feedback and review of the product. If you are human, leave this field blank. Submit Δ
