TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sumly

    N/AN/ASumly is a financial platform built for self-employed 1099 earners: fractional executives, independent consultants, creatives, and independent healthcare practitioners. It combines unique software that organizes and categorizes business expenses with in-house licensed tax professionals who handle the actual filing. Most tools in this category provide solo earners with white-labeled software and leave them to figure out the tax work on their own. Sumly closes that gap by putting credentialed…N/A

    Wolters Kluwer Vero

    Score9 out of 10
    N/AWolters Kluwer offers Vero Admin and Vero Count, tax & accountancy service management solutions. Vero Admin is a modular suite with CRM, document management, and other tools for SMEs. Vero Count is a modular accounting package for SME accountants.N/A
    Pricing
    SumlyWolters Kluwer Vero
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    SumlyWolters Kluwer Vero
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    SumlyWolters Kluwer Vero
    Likelihood to Recommend
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    SumlyWolters Kluwer Vero
    Likelihood to Recommend
    Sumly
    No answers on this topic
    Wolters Kluwer
    For everyday bookkeeping and tax keeping, it is well suited and very easy to customize to your personal needs. I really enjoyed the AP functions, some of which I had not had the pleasure to use in other ERPs, like keeping track of payments and as well as being able to create both automatically and manually, payment services.
    Incentivized
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    Pros
    Sumly
    No answers on this topic
    Wolters Kluwer
    • Tax Book Maintenance
    • Easy, automated accounting processes
    • Ability to toggle between several key areas within the company
    Incentivized
    Read full review
    Cons
    Sumly
    No answers on this topic
    Wolters Kluwer
    • Provide with the option to create a manual backup.
    • Improve overall help center.
    • Provide an online chat service for clients.
    Incentivized
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    Alternatives Considered
    Sumly
    No answers on this topic
    Wolters Kluwer
    Wolters Kluwer is definitely more user-friendly however, it does not have the option to work on the cloud (at least in my case) and cannot handle vast volumes of data as well as Sage Intacct.
    Incentivized
    Read full review
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