PlanLink vs Deductly

• Enroll in your retirement plan in 5 minutes or less • Easily manage your investment portfolio • Change your contributions • Request a loan, rollover, or lump sum cash withdrawal (if available) • View your portfolio rate of returns • Search transaction history on your account • Get live fund performance data and prospectus • Touch/Face ID for fast & secure authentication • Take control of your retirement!

Deductly is an all-in-one business expense and subscription tracker built for entrepreneurs, freelancers, and small business owners who want to stay organized, maximize deductions, and simplify tax season. Scan receipts, import bank and credit card statements, and track mileage. Deductly helps categorize and organize your expenses automatically, while clearly flagging anything that may need a second look. Features: • AI receipt scanning and expense categorization • Bank and credit card statement imports with automatic duplicate detection • Mileage tracking with automatic deduction calculations • Subscription tracking connected to your expense history • Smart deduction workflows with a clear review queue for uncertain expenses • Split expenses across multiple categories • Multiple business workspaces with collaborator support • Accountant-ready report exports • Real-time dashboards with monthly and all-time summaries Spend less time organizing expenses and more time running your business. Deductly keeps your financial records organized, your deductions visible, and your information ready when tax season arrives.