FuturePlan Retirement Tracker vs Snap & Go

FuturePlan’s deep expertise, decades of experience, and advanced analytics uncover unparalleled insights to enhance the success of our participants. Our mobile experience allows you to securely access your account anytime, anywhere to help you monitor your retirement savings. Use your device to: • Register, enroll, and log into your 401(k) • Monitor your account balances and see how close you are to your retirement goal • View your transaction history including your last contribution amount • Keep your personal profile up to date, including username, and password We are backed by the strength and resources of Ascensus, a national firm with unmatched data security and continuous investment in advanced technology. All data is transmitted using secure socket layer (SSL) technology, and no data is stored locally on your device. The images provided are for illustrative purposes only.

Snap & Go turns your phone into a bookkeeper's assistant. Photograph a receipt, and the app reads the merchant, amount, and date for you — no manual typing. Log mileage with the correct IRS rate applied automatically for the date you drove, record income, and see your numbers organized the way a tax preparer expects them. You can also download your statements once a month and get all your P&L done within the system within minutes. With Snap&Go, you can choose any accountant you like, as you have all the documentation they may be asking for, including the Schedule C and Schedule E. This app provides massive support for Xpat with tax benefits, and assists in preparing all the necessary tax documents. It provides financial guidance about your credit and FICO score. BUILT FOR THE SELF-EMPLOYED, FREELANCERS, LANDLORDS, AND SMALL BUSINESS OWNERS • Receipt photo capture with on-device OCR — snap it and go • Mileage log with the correct IRS standard mileage rate applied automatically, by date • Track income and expenses for Schedule C (sole proprietor / single-member LLC) and Schedule E (rental property) • Keep more than one business separate, plus a Personal book for W-2 income and personal expenses that aren't part of any business • Home office deduction calculator • Quarterly estimated-tax planning card (a planning estimate built to published IRS forms — not tax advice, and not reviewed by a person unless you're on a bookkeeping plan) • Standard PDF and CSV report exports, plus direct export to QuickBooks and MyTaxPrepOffice • IRS audit packet — every receipt appended to one PDF, ready if you're ever asked • Available in English and Spanish • Sign in with Apple, Google, or a one-time emailed code — no password to remember ALREADY AN IFS CLIENT? If you're a bookkeeping or tax client of Infinite Financial Services (IFS), your bookkeeper can see your books in Snap & Go too, so you're not emailing spreadsheets back and forth. PRIVACY AND SECURITY Your data is encrypted in transit and at rest. Tax ID numbers (EIN or SSN) are encrypted the moment you enter them and are never stored or shown in full anywhere in the app, except where the IRS requires the EIN in full on your generated Schedule C. Bank account connection is planned for a future release and is not yet available to everyone. Snap & Go is not a substitute for advice from a licensed tax professional. Quarterly estimates and reports are planning tools, not filed returns. It's the most integrated tool, providing you with financial guidance and your buying power based on your real data.