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Updated 1 day ago on . Most recent reply

- Tampa, FL
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Shoutout to ProperTally
A few weeks ago I had a call with @Evan Darcy and he told me about his product ProperTally. Taxes/Accounting is not my strong suit so I do leave that to professionals, and at my size I do need all of the functions of Quickbooks. However, I was very impressed by ProperTally as being a much simpler and easier (and cheaper!) alternative to QB, especially for people managing small portfolios. He is doing Beta testing now before public release, so if this sounds like something you could benefit from, give him a shout!
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Thanks so much Andrew for the shout out! Indeed I would love to speak with anyone who might be interested in providing feedback and testing out the software.
Feel free to message me if you’re interested, I’m happy to jump on a call with anyone.