Switching

Move your Cash Balance work without a lost season.

Most firms start with new plans and the coming valuation year, then bring existing clients across as their valuations come due.

The move

How firms make the move

We run a valuation together on a plan like yours.

Firm settings, report wording, plan templates, and invite the team.

Create clients and plans. Paste census data from a spreadsheet with a header row and it is validated row by row.

Run your first valuations alongside your current tool and compare results before you rely on them.

Your data

Why switch

	Equaplan	Legacy desktop tools	Spreadsheets
Installs and licenses	None. Sign in from any desktop browser.	Local installs, license files, manual renewals	None, but nothing is shared
IRS limits and tables	Maintained centrally in the platform	Updated by hand or by patch	Copied in by hand
Calculation logic	Same logic for every plan	Consistent, tied to one machine	Formulas drift between copies
History	Every valuation keeps its inputs and plan rules	Separate files per plan or year	Depends on file naming and discipline
Team access	One firm workspace with admin and user roles	Shared drive or a single machine	Whoever has the latest copy
Output	Proposal PDFs, reports, and Schedule SB from the same data	Often assembled across several tools	Manual formatting

Installs and licenses

IRS limits and tables

Calculation logic

History

Team access

Output

See it with your own plans

We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.

What the demo covers