Thank You all for your input on these two pieces of software.

@Katie P.It seems that Quest is exiting the Solo 401(k) line of business.The company SEPiraK provided software for Solo 401(k) recordkeeping to Quest.I understand they are planning to to offer recordkeeping and plan document maintenance services to Quest clients with no cost to transition.

asset worksheets for each depreciable item - between 3 and 30+ pagessupporting statements for line items - between 1 and 10 pagesautomobile expenses worksheet - between 2 and 8 pagesForm 1098 worksheet(s) - between 1 and 4 pages per mortgagestate-specific worksheets, MAGI worksheets, passive losses worksheets, and a whole lot moreBy the way, including these extra worksheets will not create more work for me, they are already inside my tax software. 

For brevity's sake, I understand the merit of seller's not paying professionals to negotiate against them and I am a proponent of brokers having greater flexibility and influence on compensation allocated, as it provides all parties greater chance of compromise. 

It will be VERY interesting to see how these three factors influence existing home sales over the next 3 months:Seasonal slowdown (-)Mortgage rates dropping (+)Buyers potentially paying their own buy-side brokerage commissions (-)Average Number of Offers Received per SaleThe average home sold in July 2024 had 2.7 offers, down slightly from 2.9 in June 2024, and well below 3.0 in July 2023.

The software is great.

(What kind of cold calling software can I get to acquire phone numbers?)

I work in property management software so I often talk to property managers and investors across the country about their strategies and experience with investing in their areas.... but for our first (few) investment properties, we'd like to stay within driving distance (currently live in Quincy, MA). 

Leverage TechnologyCRM Tools: Use CRM software to manage your leads and track communication with sellers and buyers.

@Taylor CookYou can do this yourself using software.