Winner

LivePlan is a fantastic budgeting and forecasting tool and the Dashboard feature easily connects with accounting systems to help accountants stay in touch with their small business clients year-round. With the help of LivePlan, accountants can position themselves as trusted advisors for small businesses.

Doug Sleeter, President and CEO
The Sleeter Group

Recipients of this award must demonstrate that they are changing the accounting profession by responding to the evolving needs of the tax and accounting professionals by providing technology that addresses the new reality of on-demand information and business agility—and LivePlan fit the bill.

Gail Perry, Editor-in-Chief and CPA
CPA Practice Advisor

LivePlan is great because it helps my clients learn to love their numbers and make better financial decisions. It's a quick and easy way for them to see where they are compared to where they want to go. I tell them that the only way they can make smart business decisions is to have up-to-date financials to look at, and LivePlan helps them do that at-a-glance.

Sandy Morgan, QuickBooks Pro Advisor
Owner, Almost Anything LLC | AlmostAnythingLLC.com

I just got a new client onboard with LivePlan last week and showed them the product. They love it. And it makes me look good. Thank you!

Erin Rue, CPA
Erin Rue, CPA | ErinRueCPALLC.com

The Dashboard feature shows us and our clients where their financials are in real-time without having to send complicated reports from QuickBooks. Our clients just want a easy-to-read dashboard solution, and LivePlan provides that for them.

Ryan Clower, CPA
M. White & Associates | MCPALLC.com

I set up the Dashboard and I think it's the best tool I've seen for delivering KPI metrics. Outstanding interface—just beautiful. Plus, having the direct feed with Xero is an additional home run. I'm really impressed and look forward to helping clients gain this valuable benefit!

Edwin R. Monteiro, CPA/CITP
Axis CPA Group | AxisCPA.com