Spendesk vs Tax Clarity: Which is a better fit?

Time saving, reassuring and easy to use. Really good job guys & thanks again for your help.

Clemens C

CTO

Seems to have different functionality on app and on the web app which can be confusing in the beginning.

Spendesk customer support is one of the best I have seen. Very friendly and available at any time to help you.

I don't like that I have no idea when the payment will go through.

Spendesk allows to automate payments & approvals for business expenses and provides great overview over who owns which transactions, establishing great accountability.

This would be one purchase request and therefore one spendesk card, but needs to allow multiple individual charges to occur.

Very smooth and user-friendly design. Custom Approval flow which is great when you go on vacations - you can really delegate the payment validation.

Laure L

Marketing and Communications

There's really little to dislike. It sometimes (but rarely) doesn't work on all payment systems but I know they're working on that.

I have been able to estimate some taxes using Tax Clarity and gain better visualization of upcoming tax threshholds. For that the software provides good value.

I am having trouble matching a clients tax return whenever they have a business.

Jeff J

President

It's been a fantastic tool to win new business and help existing clients understand abstract concepts.

It may be that I have not delved far enough into the software, but I found it limited when working with more complicated scenarios with business owners and rental properties.

Have enjoyed using tax clarity to help clients get expectations for what taxes in their retirement will look like.

The client report does not easily show the client how to pay less income taxes.

It gives me one more valuable thing to do in a quarterly meeting rather than just discussing investments. Helping clients save money on taxes makes sense, and it's good planning.

It is the one thing no one else is doing and makes sense.