MANUAL FILING / EBIR

EFPS

FAST FILE

PLUS

PROCESS

MULTIPLE PLATFORMS, EBIR ALPHALIST RELIEF

MULTIPLE PLATFORMS, EFPS ALPHALIST RELIEF

SINGLE PLATFORM, MULTIPLE UPLOADS OR ENTRIES

SINGLE PLATFORM, SINGLE ENTRY

SINGLE ACCESS

MAKER, REVIEWER, APPROVER

SINGLE ACCESS

DIFFERENT USER ROLES, UNLIMITED USERS

NO ADMINISTRATOR ACCESS

NO ADMINISTRATOR ACCESS

NO ADMINISTRATOR ACCESS

ADMINISTRATOR ACCESS - CAPABILITY TO CREATE USERS IN THE ORGANIZATION

ORGANIZATION MANAGEMENT

NO LOG IN ACCESS REQUIRED

ACCESS IS LIMITED TO ONE ACCOUNT PER LOG IN

ONE USER CAN ACCESS MULTIPLE ORGANIZATIONS

MULTIPLE USERS CAN ACCESS MULTIPLE ORGANIZATIONS

FILING AND PAYMENT

FILING AND PAYMENT ARE SEPARATE PLATFORMS

SINGLE PLATFORM

SINGLE PLATFORM

SINGLE PLATFORM

APPROVAL STRUCTURE

MANUAL APPROVAL SYSTEM

APPROVAL SYSTEM FOR FILING AND PAYMENT

APPROVAL SYSTEM FOR FILING AND PAYMENT

APPROVAL SYSTEM FOR FILING AND PAYMENT

DATA FLOW AND MONITORING

STAND ALONE. NO HISTORICAL DATA (CARRYOVERS, NUMBERS FROM PREVIOUS FILINGS)

STAND ALONE. NO HISTORICAL DATA (CARRYOVERS, NUMBERS FROM PREVIOUS FILINGS)

HISTORICAL DATA SAVED IN ONE PLATFORM

HISTORICAL DATA SAVED DATA IS CONNECTED

RISK OF UNMATCHED DATA

RISK OF UNMATCHED DATA

DATA IN FORMS MATCH THE ATTACHMENTS SUBMITTED

DATA IN FORMS MATCH THE ATTACHMENTS SUBMITTED

OCR PROCESSING

NONE

NONE

NOT AVAILABLE

AVAILABLE

OPERATING SYSTEM

WINDOWS-BASED

CLOUD-BASED

CLOUD-BASED MAC, WINDOWS, ETC.

CLOUD-BASED MAC, WINDOWS, ETC.

INSTALL NEW VERSIONS OR UPDATES

AUTOMATICALLY UPDATES BIR/ESUB VERSIONS

AUTOMATICALLY UPDATES BIR/ESUB VERSIONS

FILE MANAGEMENT

EMAIL/SCREENSHOT BASED CONFIRMATION RECEIPT

EMAIL/SCREENSHOT BASED CONFIRMATION RECEIPT

IN-APP INBOX FOR TAX FORMS, ATTACHMENTS, PAYMENT CONFIRMATION RECEIPT

CENTRALIZED IN-APP INBOX, PORTAL-BASED CONFIRMATION RECEIPTS

NO CONTROL OF DATA OWNERSHIP

NO CONTROL OF DATA OWNERSHIP

DATA OWNERSHIP IS OWNED BY THE USER

DATA OWNERSHIP IS OWNED BY THE FIRM

SECURITY

NO MFA

NO MFA

MULTI-FACTOR AUTHENTICATION REQUIRED

MULTI-FACTOR AUTHENTICATION REQUIRED

TAX FORM ADVISORY

NONE

NONE

PAID SERVICE, P400-P600 / 30 MIN CONSULT

PAID SERVICE FOR CORPORATE ACCOUNT USERS, P400-P600/ 30 MIN CONSULT

LEGAL ADVICE

NONE

NONE

NONE

PAID SERVICE, UNLIMITED AT P900/MO

VOUCHERS

NONE

NONE

NONE

INCLUDED IN PLUS

COMPLIANCE CENTER

NONE

NONE

NONE

INCLUDED FOR BIZ PLANS WITH P10K OR MORE COMMITMENT; INCLUDED FOR CORPORATE ACCOUNTS

BOOKS OF ACCOUNTS

NONE

NONE

NONE

WITH

EXPOSURE REPORTS

NONE

NONE

NONE

REPORTS THAT CAN HELP CLIENTS IDENTIFY VARIANCES IN THEIR NUMBERS

OTHER FEATURES

FORM ONLY

FORM ONLY

FORM ONLY + ATTACHMENT CSV UPLOAD

TRANSACTIONS BASED, ALL GOES TO THE FORMS, ATTACHMENTS, VOUCHERS, BOA, FINANCIAL REPORTS

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