Drake Tax vs. ZeroTax.ai Comparison Chart

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

From order intake through delivery, the FrameworkLTC and the SoftWriters suite of fully integrated and scalable solutions automates manual tasks so Long-Term Care (LTC) pharmacies can focus on what matters most: improving patient lives. Expand your business footprint while maximizing margin by replacing manual tasks with powerful automation. Strengthen partner relationships by delivering services designed to meet each facility’s unique needs. Provide concierge-level service by catering to the needs of every unique facility, wing and patient with our facility-centric software. Enable facilities to check their drug prices, print bills, check on order statuses and process returns in accordance to your pre-defined rules. Help your facilities by supplying reports relevant for daily operations and surveys. Don’t touch refill and reorder prescriptions until they hit the production floor by automating order input for refills and reorders.

Ecommerce is complex. Shipping doesn't have to be. Shippo connects you with the best rates at the most carriers using a solution integrated with your business and experienced support at every stage so you can grow into the future. Manage shipping for all of your sales channels and get access to exclusive discounts from USPS, UPS, FedEx, DHL + 80 more, automated workflows, detailed tracking and notifications, seamless returns, international customs declarations, and more.

Order.co is an AI-powered procurement and payments platform that connects purchasing, approvals, payments, and reporting in one intelligent system so teams can place orders faster, cut manual work, and keep operations running smoothly. Order.co's suite of AI tools automates purchasing decisions, sources products at the best price, and flags risks before they impact your business. Trusted by brands like Dolce & Gabbana, WeWork, [solidcore], and Hugo Boss, Order.co helps hundreds of businesses reduce costs, gain tighter spend control, and free up teams to focus on higher-value work. Founded in 2016 and headquartered in New York City, Order.co has raised $70M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more.

Empower Your Team with RedFlag by Pocketstop RedFlag is a powerful yet intuitive emergency mass notification system that keeps your organization informed and connected when it matters most. Whether you're a small business or a large enterprise, RedFlag's multi-channel platform ensures real-time alerts and critical updates are delivered swiftly and reliably to every team member. With RedFlag, you can monitor ongoing situations with clarity, coordinate responses with precision, and make data-driven decisions that protect your people and assets. Experience peace of mind knowing that RedFlag has you covered when emergencies strike.

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.

Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com.