The NCACPA Innovation & Emerging Trends Resource Group (previously the Current and Emerging Technologies Council) continues to monitor the market for small/medium firm and business technology solutions available in various categories that many of our members should consider for implementation. In this 3rd Edition of the Market Guide you will find updates to the following categories:

• Tax Software
• eBilling/Payments
• Password Managers

In addition, we have added the new category, Virtual Workplace Tools. We are monitoring market developments in all the categories found in this Guide and continually seek new possible catagories.

While NCACPA has not officially endorsed any of these products, our goal is to provide you with a starting point to conduct your own research. Please comment on our Connect posts and feel free to add your own ideas as to what we should include in future guide updates!

– Jeff Odom, CPA
Chair of Innovation and Emerging Trends Resource Group

Disclaimer of Endorsement and External Links
The 2021 Current and Emerging Technology Market Guide contains information and content obtained from third party websites. Information contained herein regarding any specific person, commercial product, or service by trade name, trademark, manufacturer, or otherwise, does not constitute or imply its endorsement, recommendation, or favoring by NCACPA, its directors, volunteers, or employees.

Further, the hyperlinks are provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by NCACPA of any of the products, services, or opinions of the corporation or organization. NCACPA bears no responsibility for the accuracy, legality, or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.

URL: www.alteryx.com/products/alteryx-platform/alteryx-designer
COMPANY NAME: Alteryx
KEY USE CASES: Discover, catalog, prepare, blend, analyze, and operationalize analytic models for use cases techniques such as regression analysis, decision trees, fuzzy matching, and geospatial intelligence. Gartner Magic Quadrant = Leader (Data Science and Machine Learning Platforms)
TARGET MARKET: Midsize and large organizations
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: https://fivetran.com/
COMPANY NAME: Fivetran
KEY USE CASES: Extract, Transform, Load (ELT) offering integrating with over 150 cloud integrations to make data ingestion easier for data engineers and analysts. Gartner Magic Quadrant = Niche Player
TARGET MARKET: Finance department, marketing, sales, professional service providers
PRICING MODEL(S): Monthly active rows ingested
SOFTWARE CONFIGURATION: Cloud-based

URL: https://www.informationactive.com/
COMPANY NAME: Information Active
KEY USE CASES: Excel add-in; Inexpensive and easily accessible for data manipulation and basic analytics
TARGET MARKET: Business, Professional Service Firms
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Excel add-in

URL: cloud.google.com/looker
COMPANY NAME: Google
KEY USE CASES: 360 view of customer. Modern ABI reporting and dashboard capabilities using an agile, centralized data model and an in-database architecture optimized for various cloud databases
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): $50 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.domo.com/roles/finance
COMPANY NAME: DOMO
KEY USE CASES: Suite of prebuilt connectors for ERPs business data sources,
data integrations, transformation, visualization, and analytics
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): $80-$90 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: https://idea.caseware.com/products/idea
COMPANY NAME: CaseWare
KEY USE CASES: All encompassing, full suite of products in one solution for organizations look for one tool – CRM, Payroll, Projects, Accounting and more.
TARGET MARKET: Larger Organizations, Professional Services, Manufacturing, E-Commerce, Non-Profits
PRICING MODEL(S): Pricing based on functionality needed, number of users, globalization, and other options. Packages available that include implementation.
SOFTWARE CONFIGURATION: Cloud-based

URL: https://inflosoftware.com/
COMPANY NAME: Inflo
KEY USE CASES: Clients can share data directly from their accounting system to Inflo. Highlight unusual movements, help set expectations on the data, examine trends from year to year. Visually present all transactions in the revenue and receivables cycle. comparing to the expected workflow. Gartner Magic Quadrant = not listed
TARGET MARKET: Attest engagements, corporate tax compliance, transfer pricing, internal audit, due diligence, forensic and fraud prevention
PRICING MODEL(S): Per user per module subscription
SOFTWARE CONFIGURATION: Cloud-based

URL: powerbi.microsoft.com/en-us/
COMPANY NAME: Microsoft
KEY USE CASES: Data preparation, visual-based data discovery, interactive dashboards, and augmented analytics. Gartner Magic Quadrant = Leader
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.mindbridge.ai/products/ai-auditor/
COMPANY NAME: MindBridge
KEY USE CASES: Full GL ingestion, anomaly detection, 100% analysis, trends and visualization of GL data. Gartner Magic Quadrant = not listed
TARGET MARKET: Accounting firms, internal audit, financial services, government
PRICING MODEL(S): Size of GL ingested
SOFTWARE CONFIGURATION: Cloud-based

URL: www.qlik.com/us/products/qlik-sense
COMPANY NAME: Qlik
KEY USE CASES: Dashboards. Finance, HR, marketing supply chain and sales. All major countries. Gartner Magic Quadrant = Leader
TARGET MARKET: Financial services, healthcare, energy and utilities, supply chain, manufacturing, etc.
PRICING MODEL(S): $30-$100 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: https://www.cpa.com/onpoint-analyticsai
COMPANY NAME: CPA.com
KEY USE CASES: Import & data mapping of complete general ledger data sets. Leverages AI and Machine Learning to spot anomalies in transactions and identify potential risk areas. Integrates with several off-the-shelf accounting packages. Allows users to customize weighting of certain tests over others. Gartner Magic Quadrant = not listed
TARGET MARKET: External and internal auditors
PRICING MODEL(S): per user subscription
SOFTWARE CONFIGURATION: Cloud-based

URL: www.sas.com/en_us/software/fraud-management.html
COMPANY NAME: SAS
KEY USE CASES: Anti-money laundering, cyber security behavior and pattern analysis, fraud prevention for procurement, expenditures, healthcare, and credit card transactions. Gartner Magic Quadrant = Visionary
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): Multiple flexible licensing options and metrics
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.sas.com/en_us/software/visual-analytics.html
COMPANY NAME: SAS
KEY USE CASES: Predictive analytics, data visualization, programming tools for extraction, transformation, and load (ETL). Gartner Magic Quadrant = Visionary
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): Free university edition and various enterprise pricing models
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.sisense.com/solutions/finance/
COMPANY NAME: Sisense
KEY USE CASES: Supply chain decisions. Gartner Magic Quadrant = Visionary
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): $35-$42 per user per month
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.tableau.com/
COMPANY NAME: Tableau
KEY USE CASES: See and understand data. Gartner Magic Quadrant = Visionary
TARGET MARKET: Communications, energy, financial, healthcare, manufacture
PRICING MODEL(S): $70 per user per month
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.thoughtspot.com/solutions/financial-analytics
COMPANY NAME: ThoughtSpot
KEY USE CASES: Analytics business leaders and analysts. Covers financial services, ecommerce, procurement, and healthcare. Gartner Magic Quadrant = Leader
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): Per user subscription
SOFTWARE CONFIGURATION: Cloud-based

URL: www.accountingseed.com
COMPANY NAME: Accounting Seed
KEY USE CASES: Built on the Force.com platform, it works very well for organizations that use Salesforce CRM also.
TARGET MARKET: Field Service, Construction, Nonprofits, Manufacturing, Government
PRICING MODEL(S): Pricing is based on users and modules.
SOFTWARE CONFIGURATION: Cloud-based

URL: https://dynamics.microsoft.com/en-us/business-central/overview/
COMPANY NAME: Microsoft
KEY USE CASES: Deep integration with MS Office, heavy inventory and industrial environments, smaller organizations with growth potential, Microsoft-centric companies
TARGET MARKET: Distribution, Nonprofit, Biotech, Professional Services
PRICING MODEL(S): Price is based on two editions with differing capabilities as well as by the number of users.
SOFTWARE CONFIGURATION: Cloud-based

URL: quickbooks.intuit.com
COMPANY NAME: intuit
KEY USE CASES: Various versions to fit diverse needs
TARGET MARKET: Business
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: https://www.acumatica.com/
COMPANY NAME: Acumatica
KEY USE CASES: Time and Billing and Project Management; Heavy inventory; Revenue Recognition; Work Order Management; CRM; Point of Sale
TARGET MARKET: Professional Services, Distribution, Manufacturing, Construction, Retail
PRICING MODEL(S): Transactional-count based pricing with different structures for on-premise vs hosted
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.netsuite.com
COMPANY NAME: Oracle
KEY USE CASES: All encompassing, full suite of products in one solution for organizations look for one tool – CRM, Payroll, Projects, Accounting and more.
TARGET MARKET: Larger Organizations, Professional Services, Manufacturing, E-Commerce, Non-Profits
PRICING MODEL(S): Pricing based on functionality needed, number of users, globalization, and other options. Packages available that include implementation
SOFTWARE CONFIGURATION: Cloud-based

URL: www.sageintacct.com
COMPANY NAME: Sage
KEY USE CASES: Core accounting functions, integration with other systems, project accounting, grant accounting, revenue recognition, contract management, job cost, international accounting, multi-entity, consolidations, financial reporting
TARGET MARKET: Nonprofit, Software/SaaS, Professional Services, Healthcare, Construction, Hospitality
PRICING MODEL(S): Price for Core Modules, Per User (Multiple Types of Users) and Add-On Modules
SOFTWARE CONFIGURATION: Cloud-based

URL: www.financialforce.com
COMPANY NAME: Financial Force
KEY USE CASES: Built on the Salesforce platform, it is highly integrated with Salesforce and function very well in the areas related to services and project accounting.
TARGET MARKET: Professional Services, Life Sciences, Software, Communications
PRICING MODEL(S): Pricing is based on users and modules
SOFTWARE CONFIGURATION: Cloud-based

URL: www.xero.com
COMPANY NAME: Xero
KEY USE CASES: Xero is geared towards companies that are not satisfied with QuickBooks but not yet ready for a larger system. It also has a good program for accountants that can encourage adoption.
TARGET MARKET: E-Commerce, Retail, Hospitality, Amazon Resellers, Construction, Farming, Real Estate, Tourism, Healthcare
PRICING MODEL(S): Pricing is based on users and functionality
SOFTWARE CONFIGURATION: Cloud-based

URL: www.cylance.com/en-us/index.html
COMPANY NAME: Cylance
KEY USE CASES: Preventative endpoint protection designed to block viruses, malware, and threats before they compromise a device or move further through an environment. The product is different from traditional AV solutions in that it utilizes artificial intelligence to identify and stop threats
TARGET MARKET: Financial services, healthcare, manufacturing, arts and tourism, and more
PRICING MODEL(S): Monthly per user
SOFTWARE CONFIGURATION: Cloud-based

URL: www.qualys.com/
COMPANY NAME: Qualys
KEY USE CASES: Continuous, always-on assessment of security and compliance posture that can be managed in a single dashboard. Ability to deploy virtual or physical sensors to endpoints to allow for real-time visibility of IT assets— reduces the need for maintenance windows or downtime to perform scanning
TARGET MARKET: Multiple / cloud security
PRICING MODEL(S): Subscription
SOFTWARE CONFIGURATION: Cloud-based

URL: www.crowdstrike.com/endpoint-security-products/falcon-endpointprotection-pro/
COMPANY NAME: CrowdStrike
KEY USE CASES: An alternative to traditional antivirus (AV), CrowdStrike Falcon is a single cloud-hosted platform that provides real-time protection and prevention of malicious activity. CrowdStrike Falcon is comprised of many protection mechanisms bundled into a single lightweight sensor. It can be deployed quickly and all endpoint devices can be monitored through a single interface
TARGET MARKET: Cyber security, information technology
PRICING MODEL(S): Priced per endpoint, starting at $8.99. Enterprise pricing available upon request
SOFTWARE CONFIGURATION: Cloud-based Anti-Virus Protection/Vulnerability Management

URL: www.sentinelone.com/
COMPANY NAME: SentinelOne
KEY USE CASES: Artificial Intelligence, fully autonomous endpoint security solution for laptops, phones, containers, cloud services, and even IoT devices. Can be managed from a central platform and customized reports can be generated and delivered to specific parties. An innovative solution designed to reduce false positive alerts and reduce the efforts needed to find network issues and the time taken to resolve them
TARGET MARKET: Multiple / managed service providers
PRICING MODEL(S): Monthly per endpoints
SOFTWARE CONFIGURATION: Cloud-based

URL: www.tenable.com/products/nessus
COMPANY NAME: Tenable, Inc.
KEY USE CASES: Reduce cyber-risk by identifying and prioritizing threats with periodic scanning. Perform template scans such as patch management auditing, malware scans, policy compliance auditing based on configured rules, and many more based on common best practice frameworks. Scan results can be delivered in customized reporting and sorted by critical, high, medium, low, and informational findings
TARGET MARKET: Cyber security
PRICING MODEL(S): Licensing billed annually
SOFTWARE CONFIGURATION: Cloud-based Anti-Virus Protection/Vulnerability Management

URL: https://taxna.wolterskluwer.com/professional-tax-software/prosystem-fx/practice-management
COMPANY NAME: Wolters Kluwer
KEY USE CASES: Firm/Practice Management, Time and Billing management
TARGET MARKET: Professional Services Firm
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: On premise

URL: https://www.starpracticemanagement.com/
COMPANY NAME: IRIS
KEY USE CASES: Firm/Practice Management, Time and Billing management
TARGET MARKET: Professional Service Firms
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: tax.thomsonreuters.com/us/en/cs-professional-suite
COMPANY NAME: Thomson Reuters
KEY USE CASES: Professional service firms (especially accounting firms) looking for a specific module for practice management or an entire suite of products to manage audit/tax services all the way to billing and document management.
TARGET MARKET: Tax and accounting professionals in firms of all sizes (sole proprietor or a large firm)
PRICING MODEL(S): Pricing is based on modules and requires contacting sales
SOFTWARE CONFIGURATION: Cloud-based Contra

URL: https://tpssoftware.com/
COMPANY NAME: TPS Software
KEY USE CASES: Firm/Practice Management, Time and Billing management
TARGET MARKET: Professional Service Firms
PRICING MODEL(S): https://tpssoftware.com/plans-and-pricing/
SOFTWARE CONFIGURATION: Cloud-based

URL: www.practicepro365.com
COMPANY NAME: PracticePro 365
KEY USE CASES: Professional service firms (especially accounting firms) looking for a specific module for practice management or an entire suite of products to manage audit/tax services all the way to billing and document management.
TARGET MARKET: Tax and accounting professionals in firms of all sizes (sole proprietor or a large firm)
PRICING MODEL(S): Per contract
SOFTWARE CONFIGURATION: Cloud-based

URL: box.com
COMPANY NAME: CBOX
KEY USE CASES: Secure file storage and sharing, document creation and collaboration
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Per user per month; price varies based on features purchased; paid annually
SOFTWARE CONFIGURATION: Cloud-based

URL: workspace.google.com
COMPANY NAME: Google
KEY USE CASES: End-to-end business productivity including word processing, spreadsheets, presentations, email, calendars, chat, and online file storage, sharing, and collaboration.
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Per user per month or custom pricing for large enterprises
SOFTWARE CONFIGURATION: Cloud-based

URL: zoho.com
COMPANY NAME: Zoho
KEY USE CASES: Full suite of business management tools, including tools for sales, marketing, HR, finance, operations, etc. Includes a full suite of productivity tools such as email, spreadsheets, presentations, word processing, and file sharing/ cloud storage.
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.atlassian.com/software/confluence
COMPANY NAME: Atlassian
KEY USE CASES: Document collaboration system for agile companies—designed to eliminate the need to email or keep documents stored locally. Confluence can be utilized as an intranet site allowing employees to create wiki pages and allow editing of policy/procedure documents or assign permissions based on document sensitivity. Confluence integrates well with Microsoft Office to allow for drag and drop capabilities.
TARGET MARKET: Multiple
PRICING MODEL(S): $3 per user (up to 250) with tiered discounts for more than 250 users
SOFTWARE CONFIGURATION: Cloud-based

URL: dropbox.com
COMPANY NAME: Dropbox
KEY USE CASES: Secure file storage and sharing, document creation, and collaboration
TARGET MARKET: Enterprises large and small across a broad range of industries as well as individual consumers
PRICING MODEL(S): Per user per month for enterprises
SOFTWARE CONFIGURATION: Cloud-based

URL: www.atlassian.com/software/confluence
COMPANY NAME: Atlassian
KEY USE CASES: Document collaboration system for agile companies—designed to eliminate the need to email or keep documents stored locally. Confluence can be utilized as an intranet site allowing employees to create wiki pages and allow editing of policy/procedure documents or assign permissions based on document sensitivity. Confluence integrates well with Microsoft Office to allow for drag and drop capabilities.
TARGET MARKET: Multiple
PRICING MODEL(S): $3 per user (up to 250) with tiered discounts for more than 250 users
SOFTWARE CONFIGURATION: Cloud-based

URL: www.microsoft.com/en-us/microsoft-365/onedrive/online-cloud-storage
COMPANY NAME: Microsoft
KEY USE CASES: Collaboration, sharing, and storage of documents. Ability to sync certain documents to allow offline access, real-time document updates, and secure sharing of files via link sharing. Small to medium-size businesses without a high volume of files and storage needs
TARGET MARKET: Various
PRICING MODEL(S): Subscription
SOFTWARE CONFIGURATION: Cloud-based

URL: www.anduin.ai
COMPANY NAME: Anduin
KEY USE CASES: Automated invoicing, collections and payments
TARGET MARKET: Accounting firms
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based

URL: www.concur.com
COMPANY NAME: SAP Concur
KEY USE CASES: Automates the invoicing and payment process
TARGET MARKET: Most businesses
PRICING MODEL(S): Licensed based (per user or enterprise)
SOFTWARE CONFIGURATION: Cloud-based

URL: www.avidxchange.com
COMPANY NAME: AvidXchange
KEY USE CASES: Automated invoice and bill pay
TARGET MARKET: Most businesses
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based

URL: www.timesolv.com
COMPANY NAME: TimeSolv
KEY USE CASES: Time tracking, invoicing, document management, expense tracking, budgeting and payment integrations
TARGET MARKET: Professional service firms—CPAs/ accountants, consultants, and law firms
PRICING MODEL(S): $215/per user per year, but pricing goes down for each additional user
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.bqe.com/products/core
COMPANY NAME: BQE
KEY USE CASES: Dashboards, time and expense, project management, billing, accounting and reports, ePayments capability
TARGET MARKET: Professional service firms
PRICING MODEL(S): Estimate is up to $22.95/per user per month, but pricing may vary depending on size and term of plan
SOFTWARE CONFIGURATION: Cloud-based

URL: tpssoftware.com/axis/
COMPANY NAME: TPS Software
KEY USE CASES: Firm/practice management, time and billing management
TARGET MARKET: Professional service firms
PRICING MODEL(S): Varying levels—startup firm is free, but pricing does increase for other levels/amenities
SOFTWARE CONFIGURATION: Cloud-based

URL: www.bill.com
COMPANY NAME: Bill.com
KEY USE CASES: AP automation, AR automation, payment platform, and integration with popular accounting systems
TARGET MARKET: Both accounting firms and small to mid-sized businesses
PRICING MODEL(S): Accounting firms are $49/per user per month; small-to-mid-sized businesses have varied pricing based on modules
SOFTWARE CONFIGURATION: Cloud-based

URL: www.freshbooks.com/
COMPANY NAME: Freshbooks
KEY USE CASES: Time Tracking, invoicing, proposals, estimates, payments, expenses
TARGET MARKET: Professional Service Firms
PRICING MODEL(S): Varying levels starting at $7.50 per person, per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.certify.com
COMPANY NAME: Emburse
KEY USE CASES: Invoice capture, automated approval workflow, policy enforcement, payment, travel & expense management
TARGET MARKET: Business
PRICING MODEL(S): Standalone (no API integration) is $8/per user per month; (with API integration) monthly service fee is based on the size of the organization
SOFTWARE CONFIGURATION: Cloud-based

URL: www.imaginetime.com
COMPANY NAME: ImagineTime
KEY USE CASES: Dashboards, time & expense, client portal module, project management, billing, accounting and reports, ePayments capability
TARGET MARKET: Professional service firms
PRICING MODEL(S): Time and invoice module is $25/per user per month; full practice management is $70/per user per month
SOFTWARE CONFIGURATION: Cloud-based and device

URL: acrobat.adobe.com/us/en/sign.html
COMPANY NAME: Adobe (Acrobat)
KEY USE CASES: Electronic signatures on engagement letters, tax forms, templates, and legal documents
TARGET MARKET: Real estate professionals, banks, attorneys, accountants, professional services
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.onespan.com
COMPANY NAME: OneSpan
KEY USE CASES: Based in the EU with all EU-approved security; competitor to DocuSign; legal, sales, procurement, HR and IT as well
TARGET MARKET: Financial services, government, healthcare, insurance
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.contractbook.com
COMPANY NAME: Contractbook
KEY USE CASES: Based in the EU with all EU-approved security; competitor to DocuSign; legal, sales, procurement, HR and IT as well
TARGET MARKET: Unknown
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.pandadoc.com
COMPANY NAME: Panda (backed by Microsoft Ventures, HubSpot, and Rembrandt Venture Partners)
KEY USE CASES: Electronic signatures on documents, as well as invoicing, contracts, and proposals
TARGET MARKET: Real estate professionals, banks, attorneys, accountants, professional services, other service providers dealing with contracts/proposals
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.docusign.com
COMPANY NAME: Docusign, Inc.
KEY USE CASES: Electronic signatures on engagement letters, tax forms, third party disclosures, and other documents
TARGET MARKET: Real estate professionals, banks, attorneys, accountants, professional services
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.rightsignature.com
COMPANY NAME: Citrix
KEY USE CASES: Electronic signatures on engagement letters, tax forms, legal documents
TARGET MARKET: Real estate professionals, banks, attorneys, accountants, professional services
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.hellosign.com
COMPANY NAME: Dropbox
KEY USE CASES: Electronic signatures on engagement letters, sales contracts, onboarding, mortgage and escrow, on demand, insurance documents, etc.
TARGET MARKET: Real estate professionals, banks, attorneys, accountants, professional services, other service providers dealing with contracts/proposals
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: www.yousign.com
COMPANY NAME: YouSign
KEY USE CASES: Based in the EU with all EU-approved security; competitor to DocuSign
TARGET MARKET: Real estate, insurance, banking and other professionals; small to large size companies
PRICING MODEL(S): Monthly service (SaaS) or by the document
SOFTWARE CONFIGURATION: Cloud-based

URL: authy.com/
COMPANY NAME: Twilio
KEY USE CASES: Two-factor authentication and multi-device
TARGET MARKET: Individuals, teams, businesses, nonprofit organizations, education, and government
PRICING MODEL(S): Free to end users and pay per authorization for developers
SOFTWARE CONFIGURATION: Cloud-based and device

URL: https://www.okta.com/products/adaptive-multi-factor-authentication/
COMPANY NAME: Okta
KEY USE CASES: A multi-factor authentication solution for employees, partners, and customers accessing apps, systems, and devices.
TARGET MARKET: Businesses, nonprofit organizations, and government
PRICING MODEL(S): Workforce authentication pricing per user per month based on two functional tiers. Customer identity annual volume based on two functional tiers
SOFTWARE CONFIGURATION: Cloud-based

URL: www.duo.com/product
COMPANY NAME: Duo Security—parent company is Cisco
KEY USE CASES: Multi-factor authentication, remote access, and trusted devices
TARGET MARKET: Teams, businesses, nonprofit organizations, education, and government
PRICING MODEL(S): Free for 10 users and tiered capability subscription
SOFTWARE CONFIGURATION: Cloud-based and device

URL: www.onelogin.com/product
COMPANY NAME: Onelogin
KEY USE CASES: Multi-factor authentication especially in the context of enterprise identity and access management platform
TARGET MARKET: Businesses, nonprofit organizations, and government
PRICING MODEL(S): Tiered monthly subscription plus optional support packages
SOFTWARE CONFIGURATION: Cloud-based and device

URL: www.google.com/landing/2step/
COMPANY NAME: Google LLC
KEY USE CASES: Two-factor authentication
TARGET MARKET: Individuals, teams, businesses, nonprofit organizations, education, and government
PRICING MODEL(S): Freeware
SOFTWARE CONFIGURATION: Device

URL: https://www.rsa.com/en-us/products/rsa-securid-suite/rsa-securid-access/editions
COMPANY NAME: RSA Security
KEY USE CASES: Multi-factor authentication, remote access, and trusted devices
TARGET MARKET: Businesses, nonprofit organizations, and government
PRICING MODEL(S): Perpetual and tiered subscription
SOFTWARE CONFIGURATION: Cloud-based and On Premise

URL: https://www.microsoft.com/en-us/security/business/identity/mfa
COMPANY NAME: Microsoft
KEY USE CASES: Two-factor and multi-factor authentication
TARGET MARKET: Individuals, teams, businesses, nonprofit organizations, education, and government
PRICING MODEL(S): Freeware
SOFTWARE CONFIGURATION: Mobile device

URL: www.1password.com/business/
COMPANY NAME: AgileBits Inc
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, authenticator, secure shared vaults with family and/or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, teams, and organizations
PRICING MODEL(S): Individual and user-based tiered pricing billed annual subscription
SOFTWARE CONFIGURATION: Cloud-based and also possible to synchronize over Wi-Fi between local devices (device level – iOS, Android, Windows, macOS, Linux, Edge, Chrome, Firefox, Safari, Brave)

URL: www.lastpass.com/
COMPANY NAME: LogMeIn, Inc.
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, authenticator, securely share passwords with family and/or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, teams, organizations, and managed service providers
PRICING MODEL(S): Personal very limited free, individual and family subscriptions billed annually. For teams and organizations tiered user pricing billed annually.
SOFTWARE CONFIGURATION: Cloud-based (device level – iOS, Android, Windows, macOS, Linux, Edge, Chrome, Firefox, Safari, Opera)

URL: www.bitwarden.com/
COMPANY NAME: Bitwarden
KEY USE CASES: Open source solution to securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, authenticator, secure shared vaults with family and/or team, and enterprise administration & policy management. Individuals, families, teams and organizations
TARGET MARKET: Individuals, families, teams and organizations
PRICING MODEL(S): Free individual, individual premium, and family monthly subscriptions. For organizations free two user limited plan and two functional levels of user tiered monthly subscriptions. On premise hosted solution onetime fee plus tiered users fee and annual support renewal or lifetime fee.
SOFTWARE CONFIGURATION: Cloud (device level – iOS, Android, Windows, MacOS, Edge, Chrome, Firefox, Safari, Opera)

URL: www.clickstudios.com.au
COMPANY NAME: Click Studios (SA) Pty Ltd.
KEY USE CASES: Securely store passwords, digital wallet, secure shared vaults with business and/or team, and enterprise administration & policy management
TARGET MARKET: Organizations
PRICING MODEL(S): “Initial cost based on named users, enterprise or global. Thereafter annual support & upgrade fee and optional modules. It is also possible to work with a reseller in their environment price depends on reseller.”
SOFTWARE CONFIGURATION: On premise (device level – iOS, Android, Windows, macOS, Linux, Edge, IE, Chrome, Firefox)

URL: www.dashlane.com/business/features
COMPANY NAME: Dashlane, Inc
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, secure sharing with family and/or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, teams and organizations
PRICING MODEL(S): Free individual, tiered functional, and family monthly subscriptions with discounted annual payment. For organizations tiered userbased pricing billed annually.
SOFTWARE CONFIGURATION: Cloud-based (device level – iOS, Android, Windows, macOS, Edge, IE, Chrome, Firefox, Safari, Opera, Brave)

URL: www.roboform.com/
COMPANY NAME: Siber Systems
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, authenticator, secure sharing with family and/or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, and organizations
PRICING MODEL(S):Free individual, individual premium, and family (up to five users) annual subscriptions with multiyear discount. Organizations per user annual subscription with multiyear discount.
SOFTWARE CONFIGURATION: Cloud-based (device level – iOS, Android, Windows, macOS, Edge, Chrome, Firefox, Safari, Opera)

URL: www.keepersecurity.com
COMPANY NAME: Keeper
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, secure shared vaults with family and/ or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, teams, organizations, and managed service providers
PRICING MODEL(S): Tiered functional and user-based subscriptions billed annually
SOFTWARE CONFIGURATION: Cloud-based (device level – iOS, Android, Windows, macOS, Linux, IE, Edge, Chrome, Firefox, Safari, Opera)

URL: www.zoho.com/vault/
COMPANY NAME: Zoho Corporation Pvt. Ltd.
KEY USE CASES: Securely store passwords (and other sensitive data), digital wallet, generate random strong passwords, authenticator, secure shared vaults with family and/or team, and enterprise administration & policy management
TARGET MARKET: Individuals, families, and organizations
PRICING MODEL(S): Free individual and functional and user tiered subscriptions billed annually
SOFTWARE CONFIGURATION: Cloud-based (device level – iOS, Android, Windows, macOS, Edge, Chrome, Firefox, Safari, Vivaldi, Brave)

URL: automationanywhere.com
COMPANY NAME: Automation Anywhere
KEY USE CASES: Logging into applications, moving files and folders, copying and pasting data, filling in forms, and extracting structured and semi structured data from documents.
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: nice.com
COMPANY NAME: NICE
KEY USE CASES: Logging into applications, moving files and folders, copying and pasting data, filling in forms, and extracting structured and semi structured data from documents.
TARGET MARKET: Large enterprises
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: uipath.com
COMPANY NAME: UiPath
KEY USE CASES: Logging into applications, moving files and folders, copying and pasting data, filling in forms, and extracting structured and semi structured data from documents.
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Annual fee plus per BOT fee
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: blueprism.com
COMPANY NAME: Blue Prism
KEY USE CASES: Logging into applications, moving files and folders, copying and pasting data, filling in forms, and extracting structured and semi structured data from documents.
TARGET MARKET: Enterprises large and small across a broad range of industries
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: www.pega.com/infinity
COMPANY NAME: Pegasystems
KEY USE CASES: Onboarding, reconciliations, information updates
TARGET MARKET: Finance, healthcare, HR, insurance, utilities
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Unknown

URL: workfusion.com
COMPANY NAME: Workfusion
KEY USE CASES: Logging into applications, moving files and folders, copying and pasting data, filling in forms, and extracting structured and semi structured data from documents.
TARGET MARKET: Enterprises large and small across a broad range of industries as well as individuals
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based

URL: www.kofax.com/Products/Robotic-ProcessAutomation
COMPANY NAME: Kofax
KEY USE CASES: Manual task automation
TARGET MARKET: Banking, government, insurance, transportation
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: On premise

URL: us.flow.microsoft.com/en-us/
COMPANY NAME: Microsoft
KEY USE CASES: Previously named Microsoft Flow, Power Automate is part of the Power Platform. With this tool, users can turn repetitive tasks into automated workflows using pre-built integrations with many popular software packages
TARGET MARKET: Public and private sector all sizes
PRICING MODEL(S): Unknown
SOFTWARE CONFIGURATION: Cloud-based

URL: taxna.wolterskluwer.com/professional-tax-software/atx
COMPANY NAME: CCH Wolters Kluwer
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Small to mid-size firms
PRICING MODEL(S): Unlimited, per-return
SOFTWARE CONFIGURATION: Cloud-based

URL: proconnect.intuit.com/lacerte/
COMPANY NAME: Intuit
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Small to mid-size firms
PRICING MODEL(S): Unlimited, bundles, per-return
SOFTWARE CONFIGURATION: Cloud-based and on premise

URL: taxna.wolterskluwer.com/professional-tax-software/axcess
COMPANY NAME: CCH Wolters Kluwer
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Mid-to large public accounting firms; complex tax returns
PRICING MODEL(S): Unlimited, per-return
SOFTWARE CONFIGURATION: Cloud-based

URL: proconnect.intuit.com/proseries/
COMPANY NAME: Intuit
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Small to mid-size firms
PRICING MODEL(S): Unlimited, bundles, per-return
SOFTWARE CONFIGURATION: On premise

URL: www.drakesoftware.com/products/drake-hosted-desktop/
COMPANY NAME: Drake Software
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Small to mid-size firms
PRICING MODEL(S): Unlimited, bundles, per-return
SOFTWARE CONFIGURATION: Cloud-based

URL: taxna.wolterskluwer.com/professional-tax-software/prosystem-fx/tax-suite
COMPANY NAME: CCH Wolters Kluwer
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Mid-to large public accounting firms; complex tax returns
PRICING MODEL(S): Unlimited, per-return
SOFTWARE CONFIGURATION: On premise

URL: www.drakesoftware.com/products/features/
COMPANY NAME: Drake Software
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Small to mid-size firms
PRICING MODEL(S): Unlimited, bundles, per-return
SOFTWARE CONFIGURATION: On premise

URL: tax.thomsonreuters.com/us/en/cs-professional-suite/ultratax-cs
COMPANY NAME: Thomson Reuters
KEY USE CASES: Tax return preparation; federal, multi-state
TARGET MARKET: Mid-to large public accounting firms; complex tax returns
PRICING MODEL(S): Unlimited, per-return
SOFTWARE CONFIGURATION: Cloud-based

URL: meet.google.com/
COMPANY NAME: Alphabet
KEY USE CASES: Google Meets starts where Google Hangouts left off. While it may lack some of the full featured packages that its competition offers, the simplicity of the UI and integration of all of the other Google products makes Google Meet a compelling product. It’s also free to use for up to 60 minutes.
TARGET MARKET: Individual, student, small business, and enterprise
PRICING MODEL(S): Free
SOFTWARE CONFIGURATION: Cloud-based

URL: www.webex.com/
COMPANY NAME: Cisco
KEY USE CASES: Supports on-demand collaboration, web conferencing, videoconferencing, team meetings, webinars, online training, real-time technical support, and conference calling. Desktop, application, and file sharing options. Personal rooms, web app available (no downloads or plug-ins), interactive whiteboards, share web-based multimedia content, meeting controls for host, polling, and WebEx enabled devices. Expandable with integration to third party apps.
TARGET MARKET: Individual, student, small business, and enterprise
PRICING MODEL(S): Personal free, small teams, mid-size teams, and large teams and businesses
SOFTWARE CONFIGURATION: Cloud-based

URL: www.gotomeeting.com/
COMPANY NAME: LogMeIn
KEY USE CASES: GoToMeeting is an online meeting, desktop sharing, and video conferencing software. The GoTo suite goes beyond meetings into training, webinars and town hall meetings.
TARGET MARKET: Individual, student, small business, and enterprise
PRICING MODEL(S): Limited function free version. Free Trial, special pricing for academic, Telehealth and non-profits. Monthly subscription pricing $15 to $20 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: zoom.us/
COMPANY NAME: Zoom
KEY USE CASES: You’ve heard of Zoom. Everyone has. But to stay consistent with the others, Zoom is primarily known for its use as a web conferencing tool. However, it can do much more. Many businesses use Zoom for screen sharing, large conferences, breakout rooms, chat functionality, and enterprise cloud phone system.
TARGET MARKET: Individual, student, small business, and enterprise
PRICING MODEL(S): Limited function free version. Free Trial, special pricing for academic, Telehealth and non-profits. Monthly subscription pricing $15 to $20 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.microsoft.com/en-us/microsoft-365/microsoft-teams/group-chatsoftware
COMPANY NAME: Microsoft
KEY USE CASES: Group and persistent chat. Functions as online discussion board. Virtual meetings (voice and video), recently added 3×3 video support to display up to nine participants simultaneously. Customizable backgrounds for video conferencing. Allows you to present a branded professional presence for online meetings. Collaboration features with screen and application sharing and virtual whiteboard. Team collaboration with document sharing and management. Fully integrated with MS Office 365. Available for Windows, Mac, and mobile platforms. Expandable with integration to hundreds of third-party apps.
TARGET MARKET: Individual, student, small business, and enterprise
PRICING MODEL(S): Limited function free version. Free trial, special pricing for academic and non-profits. Monthly subscription pricing $5 to $20 per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.loom.com/
COMPANY NAME: Loom
KEY USE CASES: Loom is a video messaging tool that helps you get your message across through instantly shareable videos. You can record your camera, microphone, and/or desktop simultaneously. Your video is then instantly available to share. A great alternative to email or finding time for everyone to meet.
TARGET MARKET: Business, Professional Service Firms
PRICING MODEL(S): Individual license
SOFTWARE CONFIGURATION: Cloud-based, browser extension, or desktop install

URL: www.teemyco.com/index.html
COMPANY NAME: Teemyco
KEY USE CASES: Teemyco is a virtual workplace destination that enables you to collaborate seamlessly within your team, no matter where you are. It’s a virtual venue for important meetings, ad hoc brainstorm sessions, or birthday drinks among colleagues. Teemyco provides your team with virtual rooms to customize. It’s the office of the future. Your office, online – that’s it.
TARGET MARKET: Small to mid-sized hybrid or fully remote teams and organizations
PRICING MODEL(S): Free for up to 25 users; $7 per person per month for up to 250 users and custom for over 250 users.
SOFTWARE CONFIGURATION: Cloud-based

URL: www.lucidchart.com/
COMPANY NAME: Loom
KEY USE CASES: Diagram anything—ideas, information, and processes—to drive better decisions in every area of your business: Project Management, People Management, IT, Sales, Engineering, Operations
TARGET MARKET: Business, Professional Service Firms
PRICING MODEL(S): Free, Individual, Team, and Enterprise: https://lucid.app/ pricing/lucidchart#/pricing
SOFTWARE CONFIGURATION: Cloud-based

URL: https://virtualoffice.team/
COMPANY NAME: Digitally Induced
KEY USE CASES: Virtual Office allows you to create a virtual office space that looks like your own office with desks, chairs, walls, etc. You can navigate throughout the office like walking down the hall only to stop by someone’s office for a random chat. Have meetings in a conference room. The goal is to spark spontaneous conversation while hearing and seeing people in your organization.
TARGET MARKET: Small to mid-sized hybrid or fully remote teams and organizations
PRICING MODEL(S): Per user license subscription based on capabilities
SOFTWARE CONFIGURATION: Cloud-based

URL: www.mural.co/
COMPANY NAME: Mural
KEY USE CASES: Communicate visually using sticky notes, flowcharts and mapping, and drawings. Then keep collaborators productive and engaged with voting, timer, and celebration features. This is a tool that has exploded in popularity as the remote world has grown. It is designed for remote (or in-person) collaboration to brainstorm new processes, solicit feedback or help design processes.
TARGET MARKET: Business, Professional Service Firms
PRICING MODEL(S): Individual license
SOFTWARE CONFIGURATION: Cloud-based

URL: https://walkaboutworkplace.com/
COMPANY NAME: Walkabout Workplace
KEY USE CASES: Walkabout Workplace creates a “place” where teams can work remotely every day to connect with their colleagues and friends. Walkabout includes visual “presence” features like a heads-up display map where users can see, in real time, who is “in the office” and what their status is (i.e., available, busy, at lunch, etc.). Users are also able to spontaneously connect through voice, chat, screen sharing and video, and can even teleport from office to office to meet with their colleagues.
TARGET MARKET: Small virtual firms and companies looking for a branded online workspace.
PRICING MODEL(S): Per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: tax.thomsonreuters.com/us/en/cs-professional-suite/advanceflow
COMPANY NAME: Thomson Reuters
KEY USE CASES: Built for the firm using PPC’s methodology, this is a purely cloud based workpaper storage and A&A methodology system.
TARGET MARKET: Professionals requiring secure storage of documents and records to include service providers in healthcare, legal, tax, audit and assurance and other compliance-related services.
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: Cloud-based

URL: wolterskluwer.ca/products/engagement/
COMPANY NAME: Wolters Kluwer
KEY USE CASES: ProSystems Engagement is one of the major players in desktop workpaper management platforms. It’s a very mature product that has been around for a very long time. It also incorporates the CCH Knowledge Coach A&A methodology into the platform.
TARGET MARKET: Professionals requiring secure storage of documents and records to include service providers in healthcare, legal, tax, audit and assurance and other compliance-related services.
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: On premise

URL: auditfile.com/
COMPANY NAME: AuditFile
KEY USE CASES: AuditFile came onto the scene in 2015 with quite a lot of buzz as a very simple to use cloud based workpaper management solution. They have since integrated the Wiley A&A methodology.
TARGET MARKET: Professionals requiring secure storage of documents and records to include service providers in healthcare, legal, tax, audit and assurance and other compliance-related services.
PRICING MODEL(S): Per user per month
SOFTWARE CONFIGURATION: Cloud-based

URL: www.cpa.com/onpoint
COMPANY NAME: CPA.com/Caseware International
KEY USE CASES: Currently only for preparations, compilations, and reviews, the OnPoint A&A Suite is built in conjunction with the CaseWare Cloud platform. It combines the document request, collaboration, cloud-based methodology, and financial statement preparation into one software. This is also the precursor to AICPA’s Dynamic Audit Solution.
TARGET MARKET: Professionals requiring secure storage of documents and records to include service providers in healthcare, legal, tax, audit and assurance and other compliance-related services.
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: Cloud-based

URL: www.caseware.com/us/products/working-papers
COMPANY NAME: Caseware International
KEY USE CASES: Caseware has been a main player in the accounting and reporting workpaper management for many years. Their suite offers plenty of options both cloud-based and desktop versions, trial balance, workpaper management, and integration with various methodologies.
TARGET MARKET: Professionals requiring secure storage of documents and records to include service providers in healthcare, legal, tax, audit and assurance and other compliance-related services.
PRICING MODEL(S): Per user per year
SOFTWARE CONFIGURATION: On premise