QuickBooks Solopreneur vs. XCMworkflow, from Wolters Kluwer

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
QuickBooks Solopreneur
Score 6.9 out of 10
N/A
Custom-built for the business of one, QuickBooks Solopreneur features tools to help drive growth and financial stability.
$20
per month per installation
XCMworkflow
Score 10.0 out of 10
N/A
XCMworkflow is a CAS / accounting firm administration and management software supporting firm specific workflows, project tracking, auditing, and automation of administrative tasks. It was acquired by Wolters Kluwer in September 2020, and is now a Wolters Kluwer brand.N/A
Pricing
QuickBooks SolopreneurXCMworkflow, from Wolters Kluwer
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
QuickBooks SolopreneurXCMworkflow
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsAnnual price plan option available.
More Pricing Information
Features
QuickBooks SolopreneurXCMworkflow, from Wolters Kluwer
Security
Comparison of Security features of Product A and Product B
QuickBooks Solopreneur
8.2
1 Ratings
0% below category average
XCMworkflow, from Wolters Kluwer
-
Ratings
Single sign-on capability8.21 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
QuickBooks Solopreneur
7.3
1 Ratings
7% below category average
XCMworkflow, from Wolters Kluwer
-
Ratings
Dashboards8.21 Ratings00 Ratings
Standard reports7.31 Ratings00 Ratings
Custom reports6.41 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
QuickBooks Solopreneur
7.0
1 Ratings
9% below category average
XCMworkflow, from Wolters Kluwer
-
Ratings
Accounts receivable7.31 Ratings00 Ratings
Cash management7.31 Ratings00 Ratings
Bank reconciliation8.21 Ratings00 Ratings
Expense management6.41 Ratings00 Ratings
Regulations compliance6.41 Ratings00 Ratings
Electronic tax filing6.41 Ratings00 Ratings
Best Alternatives
QuickBooks SolopreneurXCMworkflow, from Wolters Kluwer
Small Businesses
Intuit Enterprise Suite
Intuit Enterprise Suite
Score 9.2 out of 10
Patriot Payroll
Patriot Payroll
Score 8.6 out of 10
Medium-sized Companies
Intuit Enterprise Suite
Intuit Enterprise Suite
Score 9.2 out of 10
Vertex
Vertex
Score 8.7 out of 10
Enterprises
SAP Business One
SAP Business One
Score 8.6 out of 10
Vertex
Vertex
Score 8.7 out of 10
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User Ratings
QuickBooks SolopreneurXCMworkflow, from Wolters Kluwer
Likelihood to Recommend
6.5
(9 ratings)
-
(0 ratings)
Usability
8.2
(1 ratings)
-
(0 ratings)
In-Person Training
9.1
(1 ratings)
-
(0 ratings)
Implementation Rating
5.6
(4 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
QuickBooks SolopreneurXCMworkflow, from Wolters Kluwer
Likelihood to Recommend
Intuit
Entrepreneurs and independent contractors who have not formalized their business operations and expense tracking can upgrade their internal efficiencies by launching QuickBooks Solopreneur. As they grow, they can upgrade to higher subscription levels, but this product offers a low-cost option with minimal unnecessary features to get started. If you already have a team, you may want to consider QuickBooks Online. If you are a one-person show, this solution works well.
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Wolters Kluwer
No answers on this topic
Pros
Intuit
  • Helps balance my checkbook.
  • Tracks my bills and when they are due.
  • Categorizes my purchases.
  • Helps me plan a budget.
  • Shows profit margins.
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Wolters Kluwer
No answers on this topic
Cons
Intuit
  • Resolving their technical glitches
  • Customer service follow-through
  • Making it easy to see your income
  • Having work-arounds when they have technical glitches - for example, just allow me to mark the transaction as paid if you can't link it to the transaction.
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Wolters Kluwer
No answers on this topic
Usability
Intuit
Very easy to teach yourself. As long as you know the difference between income and expenses you can do it. Plus there is always help from the QB community.
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Wolters Kluwer
No answers on this topic
In-Person Training
Intuit
Not applicable. I am a ProAdvisor and I do not allow my clients (with few exceptions) to work in QuickBooks Online. I am the only person booking transactions, etc.
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Wolters Kluwer
No answers on this topic
Implementation Rating
Intuit
Quickbooks Solopreneur is easy to dploy so ease of use is always a bonus
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Wolters Kluwer
No answers on this topic
Alternatives Considered
Intuit
QuickBooks Solopreneur is easy to understand and work with and is more convenient compared to other options. QuickBooks Desktop has many disadvantages. When it comes to QuickBooks Solopreneur, it helps manage tasks easily and allows users to find all the options without difficulty. When adding or deleting anything, it is simple to locate the right option and take the needed action
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Wolters Kluwer
No answers on this topic
Return on Investment
Intuit
  • Can do my own bookkeeping.
  • Save money on hiring an office person.
  • Keeps tax info needed at end of year organized.
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Wolters Kluwer
No answers on this topic
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