Patriot Accounting Reviews

We wanted something that we could tailor to our own needs and that we could more seamlessly transition, from how we previously operated our accounting. We wanted something that was not overly complex to adapt to but that was also able to execute our accounting needs. It's challenging to find programs to best suit the flow of your daily tasks and that can also be flexible with function. Patriot fit all those needs.

Over the years of using this program, we have asked for many changes (with varying degrees of importance) and I cannot think of one that has not been fulfilled by the Patriot team. I'm not sure how they do it, but they seem dedicated to providing customer needs and to help ease workflow however they are able. They are regularly working to improve their software and needs of customers.

The best part about this software was the ease of setup. It's very easy to enter customers, receive payments, and keep track of expenses.

As someone who is new to accounting software, I did have to call customer service for some setup questions with adding in categories to track expenses.

Everything in one place and I had no idea what I was doing. Patriot made it easy.

I wish the reporting feature had more export to excel functions for filing my commercial liability, NC101 ESC form and employee wages for Child support reports as well as other government support employees need info supplied by employers. When I run a report for a customer it would be nice to be able to save that or export. I would love to customize and save the customization of emails mailed within Patriot invoicing.

Patriot is extremely user friendly for someone who is new to accounting and small business. I've been mostly able to figure it all out by myself, and when I do need help their customer support team is awesome. I love their feature to pay taxes for is and it is well worth the price so I dont have to worry about it.

One thing that I dislike about this software specifically for a painting business is that if I have an employee working interior and exterior hours within the same pay period , there's no way (that I'm aware of) to use a multitude of L&I codes for different hours when I run payroll.

Patriot Accounting is the best tool I've used for tracking 1099 subcontractor payments throughout the year and producing the necessary end of year forms for tax filings.

I only use the quick pay features and reporting in the accounting software

Everything is clear and polished on this user-friendly Payroll service!

Nothing because the very first time I was able to learn about this through my associate who also showed me how to set up the free trial and from there I went on and bought the service!

This software as I mentioned in the title it is extremely user-friendly for even non-finance people and also those who are new to accounting and SME business. I have been using it and most of the time I could manage by myself without getting information from my data entry assistant due to their well-organized features. Moreover, if I do need to get any assistance from their customer support team, always address immediately to my queries without any delay. It was great since we were busy clients and fulfill our requirements with full satisfaction. At last, but not least their prices are more affordable as much as lower and value for paid money.

I just experienced a few problems at the beginning with setting up the system, But there are plenty of video tutorials available for troubleshooting that are very useful and the customer service is very effective and readily available to address our queries then and there to resolve

The software will automatically correct you if you make an entry that doesn't balance. Very user friendly. The layout is great and the reports are insightful.

If I didn't have a business degree and taken a few accounting classes it would probably have been tough to get started. Making journal entries more than two lines and knowing which categories to use would be difficult with no prior experience. I struggled for a couple months trying to remember what I had learned from accounting 101 back in College.

The journal entry how it syncs my bank statement and i am able categorize the account . Creating Invoice . Keeping track of my business revenue .

Patriot needs an update to fuction on the phone.

Very easy to use, always able to find what I am needing and their customer service great. Easy and fast online chat service.

There isn't much to say, I am happy with the software.

We switched from QuickBooks and that process was fairly easy, along with great support from Patriot. That's the best part of the software - the people at Patriot. They are prompt, attentive, and seem genuinely interested in improving their product. A close second is the Payroll product. It is ridiculously easy to use and far less expensive the most other on-line payroll services.

It is not intuitive. For example, if you just want to look at your general checkbook ledger, you cannot just click on an icon. You have to go to reports and then find the one that says "account balances." There are a number of things that make sense after you do them (voiding or deleting a check is a multistep process), but it's frustrating trying to find them. One of the biggest head scratchers is that printing a three-part check only prints on two parts of the check. That seems like a pretty basic item to fix, but it's still only two-parts.

The system is super easy to use and understand and works as it should. Not buggy like some other big name accounting programs. Also if I need support I can honestly say the support team is is ready, willing and qualified to help and they will take the time needed to be sure my issue is handled. To the point that I am amazed at the time and care they take.

Every so often there is something I have trouble finding ( but support helps me!) part of that may be because I am not an accountant. But even those issues are rare and they are always adding nice features to make my job easier.

Its very user friendly and helps with paying employee tax. We dony have employees at the moment but they still submit the paperwork and I dont have to think about it.

I really with they would calculate quartlerly taxes and submit them. Quickbooks even though I am not a fan of them they had that option and it was so easy. I would pay more just for this feature.

This software is very easy to use. It allows to track customer invoices, pay bills, print forms and pay vendors. It also integrates with other Patriot products, such as Patriot payroll. One of the awesome features allows users to create default prices for products and services and specify the sales tax rate. In addition there is also a view of unpaid invoices and record payments from customers. In the report section users can track account balances, view balance sheets, profit and loss statements, vendor payments and more. This system is available in the form of application as well which is great, you can access your data from anywhere anytime.

I experience some problems at the beginning with setting up the system, however, there are videos available for trouble shooting that are very useful and the customer service is very effective and responsive.

It's ease of use and support when needed that explain things in simple, non computer person language!

What is there not to like! Great product and service...when i need help they are there!

BEFORE I WAS PAYING AN ACCOUNTANT ALOT PER MONTH NOW I'M PAYING UNDER SOME AMOUNT PER MONTH. VERY AFFORDABLE! CUSTOMER SERVICE IS THE BEST I'VE SEEN OF ANY OTHER PROGRAMS I USE FOR MY BUSINESS. EASE OF USE, IT TOOK ME VERY LITTLE TIME TO LEARN THIS PROGRAM. IF IT DID HAS A QUESTION I RECEIVED VERY KNOWLEDGEABLE HELP VIA PHONE, WITH VERY LITTLE WAITING TIME. LOVE THIS PROGRAM AND RECOMMEND TO TO ANY SMALL BUSINESS OWNERS!

HAD TROUBLE WITH ACCEPTING MY CARD FOR DIRECT PAYMENTS. OTHER THAN THAT I HAVE NO CONS WITH THIS PROGRAM.

Automatic features (i.e. transaction rules), clean design, free of clutter! Also, LOVE Patriot's customer service! <3

I was emailing Patriot support about this - but we would really appreciate the ability to send invoices to customers and charge their credit card (instead of having the customer fill it out). We have customers that we charge every month and would love to be able to do that through Patriot, we're currently using mHelpDesk

Lower Price and has many more feature that I could word with

Takes a bit you get use to when switching from less functional accounting systems

Thanks for the great review David! We are thrilled to offer small business owners the option to enter transactions as cash basis, then give reports to their accountants as accrual basis with a click of a button. (Our customers' accountants are thrilled too!)

The programming team listens to my suggestions. They effectively add more features and functionality that improves its usefulness.

I don't find anything to dislike. I can imagine either some more flexible reporting or additional reports, but I find reporting adequate as it is.

I love the ease of use, and customer service, especially for someone who isn’t an accountant!

There isn’t anything to dislike, I just had to learn my way around the software.

No pros were added to this review

No cons were added to this review

Thanks for the great review Terry. We are happy you found value in our software. We enjoy serving you, and are looking forward to having many more years doing so!

SET UP WAS EASY, DOWNHILL AFTER THAT. PERHAPS IT IS ACTUALLY EASIER THAN I AM EXPECTING, AND NOT GIVING IT A CHANCE.

PERHAPS I DID NOT SETUP CORRECTLY, BUT IT SEEMS LIKE ANY TRANSACTION I DO IS LIKE PERFORMING JOURNAL ENTRIES ONLY, I AM USED TO QUICKBOOKS, VERY EASY AND INTUITIVE, PATRIOT NOT SO MUCH, EXAMPLE IS ADDING ACCOUNTS ON THE FLY IN THE MIDDLE OF TRANSACTIONS, INSTEAD OF CANCELLING TRANSACTION, AND CREATING THE ACCOUNT, THEN START OVER WITH THE TRANSACTION

It was easy to set up and since not a big company did not need all the bells and whistle that cost a fortune to have and not use.

I wish the invoice numbers would print on the attachment that I print to send with my checks

This payroll software was easy to setup with use of tutorials and begin using swiftly. The price is cheap and has all the basic functions you need to run simple payroll, and you can cancel at any time with no obligation. For an extra fee, the software will also file all mandatory forms for you with the correct government agencies by their deadlines.

It can be a hassle to make changes to payroll if you make a mistake when you originally run it, which can in turn compromise the bottom line on your government payroll forms. It is just simpler for me to file the tax forms myself, but not everyone knows how to do that.

Thanks for the great review James. Just to clarify, you can easily void payrolls in the software without worrying about your 941 submissions IF the payrolls are changed before the quarter closes and payroll tax filings are submitted. Of course, if payrolls are changed after Patriot Software files, amended returns will need to be submitted, which we are happy to do for our full service payroll customers.

I love that Patriot Software calculates and reports all my payroll tax information. As a small business owner, I don't have time for all the busywork that used to come with payroll and taxes. I had tried QB for payroll and never could make it work.

My business is small, so Patriot Software covers all my needs.