Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. Learn more.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
Accountants, Bookkeepers and Small Business Owners who use QuickBooks Desktop
Covisum creates world-class software that financial advisors need in order to provide better answers for clients. Combined with our marketing expertise, we specialize in advisor business growth.
The product is great and the customer service is outstanding. The service rep named [sensitive content hidden] was knowledgeable, professional, courteous, and efficient in helping with my issue.
Sometimes the transactions fail to upload. Otherwise we didn'd have any problems with this app when we used it.
With the help of my new friend, [sensitive content hidden] (and his wonderful insight), we found that the answer is YES.
Support, it does not exist, you get screwed up with yearly billing.
We have been very happy with SaasAnt Transactions and the company's support has been very responsive, much appreciated when compared to support from other vendors.
Software was disappointing, but I would have continued with it for the year.
We like the ease of use, reliability and great client support that we have received over the years of using this application.
I would like to tell you that your program is horrible. It says it integrates PayPal to QuickBooks desktop, but it does not.
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.
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.
Shaq M.: My name is Shaq. I work at Redding Metro. We are a user of SaasAnt, and we give it a five out of five. We use SaasAnt to basically upload hundreds of thousands of transactions to our accounting system on a daily basis. It has allowed us to streamline the entire accounting process and remove any kind of errors, like man-made errors that could happen from manual data entry. What we like about them is how simple the UI is to upload information. We definitely think that they put a lot of resources making it as user-friendly as possible and having every type of functionality or feature you could imagine under the sun. And then, the ability to undo uploads and track down errors is extremely useful for debugging purposes. With regards to room for improvement, one of the things SaasAnt can definitely do is make robust guides or a lot more detailed explanation for what every button and functionality has. That would go a long way, just because of how powerful it is as a software. It took us a lot of trial and testing to figure it out ourselves, and some of the team members that they have on support could also be up-trained a little bit more. We would always have to get escalated to an engineer or a product developer to answer some of our more complex questions, essentially. The other area that they could definitely make some improvements in are stability with QuickBooks, and maybe that's more of a QuickBooks problem, desktop enterprise that it is with SaasAnt, but sometimes QuickBooks basically crashes. Now, whether it's due to some kind of issue between the connection that happens between QuickBooks and SaasAnt, or whether it's the data being inputted or QuickBooks just being an uncooperative software, we don't know, but it does create some problems there.
SaasAnt Transactions
Top FeaturesTax Clarity
SaasAnt Transactions
Tax Clarity
--
Products similar to those you're currently comparing: