Source Advisors
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Source Advisors values relationships, trust, integrity, and hard work. They have partnerships with accounting firms, associations, and Fortune 1000 companies and prioritize doing the right thing for their clients, team members, CPA firms, and partners.
Developer
Source Advisors
HQ Location
Fort Worth, Texas
Number of Employees
171
Strengths
  • Automation

    Automated data collection and analysis

  • Customization

    Customizable reporting and analysis

  • Expertise

    Expert tax and accounting advice

Weaknesses
  • Pricing

    Relatively high pricing compared to competitors

  • Integration

    Limited integration with other software

  • Training

    Limited training and support resources

Opportunities
  • Opportunity to expand into new markets
  • Opportunity to form partnerships with other software providers
  • Opportunity to add new features and functionality
Threats
  • Intense competition from established players and new entrants
  • Increased regulation and compliance requirements
  • Economic downturns and market volatility

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Source Advisors Plan

Source Advisors offers a tiered pricing strategy with three versions, ranging from $99 to $299 per month, based on the level of service and features.
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