TPS Cloud Axis Features

All of the features we are using are very helpful.

Mouse usage. It would be faster if there were more hot keys when updating workflow. The save button and next the OK button, if hot keys were made for them it would speed up the process.

Thank you for sharing your feedback regarding the mouse usage and hot keys for updating workflows. We genuinely appreciate your input, as it helps us identify areas for improvement. Hot Key are currently available only in the time entry section. We understand that efficiency is crucial for your workflow, and we'll certainly take your suggestion into consideration. Implementing additional hot keys...

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A very functional (and detailed) time tracking, billing and general practice management tool. Have significantly upgrade the UI so much better to use than even a few years ago.

Can still be difficult to pull relevant reports quickly. Editing and moving certain entries is not as intuitive as you would like.

Thank you for your review - we appreciate and value the feedback we get from our clients - we hope you have tried the new TPS Cloud Axis version that we released within the last year

This program is a great tool that allows for analysis for time spent, costs to clients and time management. If you are unsure of anything, there are several videos and the support staff is truly exceptional.

The system has so many different features. If you are scared to push buttons, it can be a little overwhelming but ultimately the support staff and helpful videos are always a great source of information. Being able to import fees that our firms receives from outside sources via an excel spreadsheet that are passed along to our clients would be a great upgrade.

Thank you for your feedback on our software. We are glad to hear that you appreciate the many different features we offer. We are happy to hear that you have found our support staff and helpful videos to be a great source of information. We strive to make sure our customers feel supported and empowered when using our software, and we are glad to hear that you have found our resources helpful. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are here to assist you and make your experience with our software as smooth as possible.

We are very basic users. Time input by employees. Invoices input by me and payments input by me. The transition to TPS Cloud was very user friendly.

There are so many features that do not pertain to us. It would be helpful if I could just put as many e-mails and contacts within the Address tab of the client and not use contacts. I do not contact clients through TPS so this is not really a feature that is convenient for me.

Thank you for sharing your feedback on the transition to TPS Cloud. I'm pleased to hear that the system has been user-friendly and has eased our workflow as a team. Simplifying time input for employees and streamlining the invoicing and payment processes are significant improvements that can save time and reduce the chances of errors. A far as the contacts, we have made important improvements to our system regarding the Contacts and Email address section in TPS Cloud Axis. Emails will now be stored in the Contacts tab. We will create a ticket to has some one from support reach out and explain in detail.

I like that the interface is extremely user friendly with instructional videos available with each tab. There are also many ways to get the information that you would like to have displayed rather than just a report with a bunch of irrelevant data. We certainly have a strong handle on the business thanks to the reports available with TPS. In addition to this, [sensitive content hidden] has always been quick to offer thorough solutions to any grey areas we have or questions that arise.

I disliked making the change from the desktop version as I was worried I would need to relearn everything but the transition was quite seamless and I couldn't be happier we made the change now!

Thank you so much for your feedback! We are glad that your transition from the desktop version to the new program has been seamless and that you're enjoying the change. It's great to know that the program is easy to use and provides all the reports you need. If you have any further questions or need assistance in the future, please don't hesitate to reach out. We're here to help!

As an employee, I use the Workflow portion of TPS the most, and it is such a useful tool! I love that we can update the status of a file as well as indicate notes in the same area. It keeps everything in one place and lets me quickly review where my current workload sits. I also really enjoy being able to reassign the task to another team member as needed for reviewing or delegating.

Not really a con, but it took me a few months to really familiarize myself with the platform and use it at its full potential. There are so many different features that it takes a while to get used to using all of them. However I did like that there were videos available under most functions to get a better understanding of how to use each section.

Thank you so much for your feedback! It's great to know that the feature's capability to update file statuses and add notes in one place is making your workload management more streamlined. We're dedicated to providing tools that enhance your efficiency, and we're delighted that you're also benefiting from the task reassignment feature. We understand that mastering all the functionalities can take time, but we're here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out to our customer support team.

easy to enter time and easy to invoice and track billing and payments

I wish it had a built in payment system with QuickBooks and Drake or it's own payment function. The reporting can be tricky sometimes. I don't like that you must open/close period just to delete some payments.

Thanks for your feedback! It's good to learn that you've found our time entry process and invoicing system to be user-friendly and straightforward. You can enter payments manually into TPS Axis but we don't do online payments. For these we sync with Clover Connect,Paypal, Stripe, CPA Charge, Payclix & QBO for QuickBooks pay. We will reach out to you explain in detail. Periods are made to secure information, avoiding anyone to delete, reverse payments, or invoices, as they will need permission to reverse the period back. When you closed your period we suggest a few reports to be run, to make sure all Wip, A/R are correct,

I've been using for so long, daily tasks have become second nature.

Can't really think of anything at this time.

Thank you for taking the time to provide feedback on our customer service. We are happy to hear that our representative was polite, helpful, and able to explain your situation clearly. We understand that not everyone is a tech-savvy person, and we strive to make sure our support team is equipped to help all of our customers, regardless of their technical proficiency. We are also glad to hear that you are planning to update your system in the near future. If you need any assistance with the update process or have any questions, please don't hesitate to reach out to our support team. We are here to help you make the most of our software.

Ease of use, time management and set-up

Occasional glitches, slow loading reports

Thank you for bringing these issues to our attention. We apologize for any inconvenience caused by the occasional glitches and slow loading reports. We understand the importance of reliable and efficient performance, and we strive to provide a seamless experience for our users. To address the occasional glitches, it would be helpful if you could provide specific examples or details about the nature...

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TSP was designed for accounting firms to track time, and expenses. It's excellent when used for billings. It takes the stress out of the crucial billing process. And it's a leader in tracking team hours and processes.

There are a lot of reports, so it may take a little time to find your favorites.

Thank you for taking the time to provide feedback on our software. We are delighted to hear that your experience with our product has been mostly smooth and that you appreciate the new and updated features we have added. Please don't hesitate to reach out to us if you have any questions or concerns in the future. We are always here to help you get the most out of our product. Thank you again for your feedback and for choosing our software.

We have been using TPS for over 10 years. It's been stable, and relatively simple to use. The ability to transfer WIP is good. Tracking time is easy, and if a user wants to use the timer it is easy to start and stop. Adding time manually takes only seconds. Invoices are easy to create.

Adding new clients - the process always feel awkward, and takes just a few more clicks than it should need to. Looking up history is clumsy at times. Too many reports to wade through, although some people no doubt will appreciate the many reports.

Thanks David - we appreciate your feedback - we are always looking for ways to make our clients lives easier when using TPS. There are lots of reports in TPS - over 400 - but that is why we offer the ability to create user defined "favorite" reports so you don't have to look through the list in the future. Wile our on premise version of TPS will continue to see improvements and upgrades I am sure you are aware of the release of our new Axis cloud version of TPS

It is user-friendly and customer service is great.

There are so many reports that it is overwhelming.

Thank you for your feedback! We're thrilled to hear that you find our product user-friendly and appreciate our excellent customer service. Your satisfaction is our top priority, and we're committed to providing a positive experience for our valued customers. In the report sections you can type the name of the report you are looking for and also you even create your personal Favorite folder and sub folder. If you have any specific suggestions or ideas on how we can streamline the reporting system or make it more manageable for you, please let us know. He can always help you find the report you are looking for.!

Reports are outstanding. Support is great and very timely. Ease of use.

No online manual. YouTube videos are nice if you know where to look. If not, your fumbling around.

Thank you for your feedback! We appreciate your positive comments about our support team's timeliness and effectiveness. We're glad to hear that our service has been helpful to you. We are here to assist you in navigating through our content and finding the information you need. All of the instructional Youtube videos are inside of the program, all you must do is look for the little Youtube icon next to the action you would like to perform. If you have any specific topics or interests in mind, please let us know!

the cloud is the best feature. there are features in the workstation version that made it easier to navigate

billing, have to search for client after a client is billed.

We appreciate your valuable feedback! We're delighted to hear that you find the cloud version offers several advantages over the desktop version. Normally after the client is billed you will be able to find the invoice in the Client Inquiry. Our staff has received your request for the the client to remain on the billing screen after they have been billed. We will keep you posted.

Compress similar time slots for the same project is very convenient.

The interface could use a little bit of design.

Thank you for taking the time to share your feedback regarding our TPS Desktop interface. We appreciate your input as it helps us improve our services. We understand that the design of our interface is an important aspect of your user experience, and we are constantly working to enhance it based on customer suggestions. Your comment has been forwarded to our design team, who will carefully review it and consider it for future updates. I'm not sure if you have been able to review the interface on the TPS Cloud Axis . We will be in contact with you!

Easy to use, videos available throughout software, workflow

drill down features on time; would be nice to drill down when you see time was entered on a day to see details, currently can only see hours

Thank you for taking the time to share your feedback with us. We truly appreciate your positive review and are delighted to hear that you found our software easy to use. At TPS Software, our team is dedicated to providing a seamless experience for our customers, and we're thrilled to know that the availability of videos within the software has been beneficial to you!

We love that everything is online and you can access it whereve3r you are at

We feel the reporting is somewhat limited

Thank you for taking the time to share your feedback with us, we are delighted to hear that you have had a very positive experience using our product. Our team puts a lot of effort into creating a user-friendly and efficient software solution. Ill have one support specialist reach you to make sure we help you find the report you are looking for. We also do have custom reports!

It is a user friendly, online software that helps us with both record timing and to stay on track on work that needs to be done.

I hope it is easier to click on "Complete Task" when the timer for a particular work is going without closing or open the workflow tab.

We greatly appreciate your positive comments. It's fantastic to learn that our tool has been effective in improving record timing and aiding you in staying organized with your tasks. Our developers have been working over the past couple of months to revamp and simplify the workflow area and they expect it to be ready in September. Your insights will play a crucial role in our ongoing mission to provide the best possible user experience.

[sensitive content hidden] is super helpful and makes the process of using TPS cloud a breeze. She always solves every issue I have or just general questions. Super grateful for [sensitive content hidden]!

Workflow can be a little better, other than that it is a great software.

Thank you so much for your kind words! We're thrilled to hear that you find our customer service representative helpful and that using TPS Cloud has been a breeze for you. Providing exceptional support and solving any issues or questions you may have is our top priority. We truly appreciate your gratitude and look forward to continuing to assist you. Thank you for your feedback! We appreciate your positive assessment of our software. We acknowledge your suggestion for improving the workflow and will take it into consideration as we continuously strive to enhance our services. We will be releasing by month end , a new design for workflow that should be a lot easier to implement. We will be letting you know by email when its available.

Detail billing is available, which we have always used. The cost is modest and the support response is short. Thank you!

Entering time when one begins a time entry in the morning and completes it in the PM...this should not be this difficult and oftentimes start time entry is lost.

Thanks Stephen, we appreciate your comments and will look into why you might have experienced the time entry.

I like the ability to see what my work flow is over the period of time and be able to move things around on a day to day basis and keep things that are important on the radar. I have the workflow tab as my default tab and I like it because it shows what needs to be done over the next few weeks and I can schedule my time accordingly.

TPS has a lot of different activities which are spread out around different areas on the site. I don't like it that there is no "dashboard" that shows an overall summary - profitability, Billable time vs non billable time, which files are not worked on, files in progress, tasks to do this week, tasks that need documents, tasks waiting for signature and payment. I need to go in to specifically look for each item which is somewhat time consuming if I need to do this every day. It would be nice to have a customizable dashboard.

We appreciate you taking the time to provide us with your feedback! We're thrilled to hear that you find our workflow feature helpful for managing your tasks and scheduling your time effectively. We've designed it with flexibility in mind to help you stay organized and prioritize your important tasks easily. We understand your desire for a customizable dashboard. I want to assure you that we already have a customizable dashboard feature in place, as well as Power BI analytics, which can provide the summary and insights you mentioned. In this case you will need to upgrade to TPS Cloud Axis Ultimate. We will contact you to help you upgrade and set your dashboard.

I am able to track the time of five or six employees across my customer base of about 900 clients and their different projects. This is very helpful in invoicing and making sure jobs are profitable and is also a good training tool for employees and time management.

The negatives about TPS are my own fault as I need to delegate more to employees and load more data to make this program more functional and helpful to me.

Thank you for sharing your positive experience with our time tracking system! We're thrilled to hear that it has been instrumental in various aspects of your work, from invoicing to ensuring profitability and supporting employee training. Your feedback is truly appreciated, and we're delighted to know that our tool has been beneficial to both you and your team's time management efforts!

Time entry for employees is easy, straightforward and requires very little time. The ability to live-track time has improved time tracking compliance. Billing functionality has transformed how and when we bill. Being able to simply and quickly bill directly from TPS has taken out a lot of manual time calculation and manual billing compilation. For the first time we're actually able to start interim billing our clients, which they actually greatly appreciate as bills are timely for work performed and doesn't end up with one large bill for the year after year end.

The workflow management could be easier to use, I'm not quite sure how but presently the need to manually click on each individual client in the calendar and select "Done" can be quite cumbersome. As a result we haven't used this functionality yet.

Thank you for your positive feedback! We're thrilled to hear that our time entry system has made it easy and straightforward for employees to track their time, while also improving time tracking compliance. We're glad to know that this has reduced manual time calculation and billing compilation. We acknowledge that usability is a key factor in enhancing the efficiency of our workflow management system. Whish is why end of July we will be releasing a complete different approach to time entry. We will be letting you know once its available.

Time tracking for our accountants is of the utmost importance. TPS Cloud Axis has been a lifesaving tool and helps us bill our clients appropriately.

I can't really come up with any cons! We love it!

We greatly appreciate your feedback Karen! It's wonderful to hear that TPS has been an invaluable asset to your practice and has made a significant difference. Our team is dedicated to providing solutions that truly enhance our clients' operations, and your satisfaction is our ultimate reward. Realizing the extent of underbilling can be a challenging situation, and we're delighted that TPS was able to bring this to your attention. We strive to offer a top-notch solution and services that optimize efficiency and accuracy for our clients. If you have any further questions, feedback, or suggestions, please don't hesitate to reach out. We value your partnership and look forward to continuing to support your practice's success with TPS!