CPA Practice Advisor

SEP 2016

Today's Technology for Tomorrow's Firm.

Issue link: https://cpapracticeadvisor.epubxp.com/i/728133

Contents of this Issue

Navigation

Page 6 of 21

EXPENSE MANAGEMENT SYSTEMS Reviews September 2016 • www.CPAPracticeAdvisor.com 7 BEST FIT Designed for mid-sized businesses, SpringAhead offers both online time tracking and expense manage- ment capability. e user interface is structured aer a standard expense report, so users can easily enter data to create a report. PRODUCT STRENGTHS • Product is affordably priced • Easy to use interface requires lile training • Expense management is available online or through Tallie Expense Management Mobile app • Product offers excellent integra- tion with third party applications POTENTIAL LIMITATIONS • Help and support page could use some updating SUMMARY & PRICING SpringAhead is a solid option for mid-sized businesses looking for a web-based product that offers solid expense report management, as well as additional features such as time tracking, invoicing, and project tracking. SpringAhead is currently priced at $50.00 per month, with an additional $5.00 for each user license over 10. ose new to the product can also request a free product demo to try the product out for themselves. www.springahead.com BEST FIT Tallie, from SpringAhead, offers small to mid-sized businesses that are looking for online/mobile expense management capability at an affordable price PRODUCT STRENGTHS • Product is available as a mobile app or online via SaaS/Cloud • Product is easily navigated • Product offers solid integration options with a variety of account- ing and ER P applications • Product offers excellent training and help options POTENTIAL LIMITATIONS • Not suited for larger businesses with numerous users SUMMARY & PRICING Tallie offers new users a free 14-day trial period, where users can access the complete Business Plan version of the product. e free trial also includes access to all training webinars and instructional materials. e Business Plan also supports unlimited product users, unlimited expense reports, and unlimited personal and corporate credit card feeds. Tallie's Business Plan starts at $9.00 per active user per month. For larger businesses, there is an Enterprise Plan available that offers all of the Business Plan features along with more customiza- tion features, along with Travel and Practice Management integrations. Pricing for the Enterprise Plan is based on a yearly contract, and is available upon request. www.tallie.com SpringAhead Travel Expense Management Tallie Expense Report Software Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12248232 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12248756 4.5 5 2016 OVERALL RATING 2016 OVERALL RATING TripIt Automates Mobile Expense Tracking Concur, the maker of Concur Expense Management, offers a mobile app that ease the pain of frequent travel immensely. TripIt, which is available free, or for a low, annual fee, offers those who spend a lot of their time on the road, be it in an automobile or an airplane, a way to organize their travel, from the initial planning stage to the ability to create and access custom travel itineraries for each trip. Along with creating itineraries, the product also manages reward programs that are offered by various airlines, car rental companies, and even hotels. Users can also easily track frequent flier miles, so mileage totals and reward points will always be up-to-date. An alerting system sends a message alert when flights are delayed or canceled. Conveniently, users can easily sync all travel plans with their personal calendar, so schedules will always be up-to-date. e app is available in two versions; TripIt and TripIt Pro, and both versions support nearly all mobile operating systems, including iOS, Android, BlackBerry, Windows iOS, Android, BlackBerry, Windows Phone 7, and just about any smart- phone that can access a browser. Features available in the free version of TripIt include: • e ability to organize travel plans in a single location • Smartphone/tablet compatibility • e ability to sync travel plans with calendar tools • e ability to share travel plans with others • e ability to store all travel docu- ments in a single location TripIt Pro offers all of the features found in the list above, along with the following: • e ability to receive real time flight alerts, including flight cancella- tions, delays, and even gate changes • e ability to quick ly and easily locate alternate flights if needed • Receive notification if a beer seat is available • Track rewards program points • Utilize V IP travel benefits by using TripIt. e TripIt Help Center offers users the ability to access various help and training tools, Geing Started instruc- tions, as well as access to additional mobile apps, and product support options, which include email sup- port. TripIt does not offer telephone or chat support at this time, though users can call the company with billing questions. TripIt's free version is ideal for professionals who travel once or twice a year. For the seasoned traveler, TripIt Pro is available at the low cost of $49.00 per year. TripIt also offers users a free 30-day trial, so users can try out the product and see if works for them. As an added benefit, TripIt Pro is ad-free in the mobile app, and those using the free version can download an add-free TripIt mobile app for just $0.99. For those who spend a lot of time on the road, organizing your travel details doesn't have to be pain- ful – just download TripIt and see it if works for you. www.TripIt.com

Articles in this issue

Links on this page

Archives of this issue

view archives of CPA Practice Advisor - SEP 2016