Affordable and easy to use, Act! is the trusted solution to help individuals, small businesses, and sales teams organize prospect and customer details in one place, send emails, market products and services more effectively, and drive sales results – in the office and on the road.


Drake Tax is loaded with features to help you quickly and efficiently prepare and process returns. So you can stay focused on the important stuff — working with clients and building your business.


Junxure® is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

Implement Junxure and it becomes the nerve center of your practice, streamlining and systematizing operations.


Lacerte Tax helps professionals complete far more returns in much less time. From assisting you in moving data seamlessly between your accounting and tax prep systems, to speeding you through preparation, Lacerte helps you finish faster.

Laser App Enterprise

Laser App Software is the premier e-forms provider in the financial services industry. Laser app creates highly integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms.

Portfolio Center

Portfolio Center is a program that provides the functionality needed to efficiently manage financial data, run your back office and serve your clients.


QuickBooks is a set of software solutions designed to manage payroll, inventory, sales and other needs of a small business.  The software's features include marketing tools, merchant services, product and supplies, training solutions.


Quicken is a personal finance management tool developed by Quicken Inc.

Sage 50 (Peachtree Accounting)

Sage 50 Standard is the ideal accounting software for small and growing businesses, with up to 2 users to manage up to 10 companies.

Thomson One

Thomson ONE delivers a broad and deep range of financial content, all within a workspace that's geared to your needs and workflow.