TPS Cloud Axis Reviews

TPS is easy to input workflow items and tasks which is what we primarily use the program for.

The 'due dates' in TPS are difficult to use because we would rather be able to input multiple dates including start dates along with due dates. I would like to be able to track a workflow item similar to a project, rather than a one-off, because there are often many stages requiring multiple dates.

Thank you for your valuable feedback on our TPS program. We're happy to hear that you find it easy to input workflow items and tasks. This is exactly the kind of streamlined user experience we aim to provide. Our team is here to help you tailor the system to better suit your specific needs. Regarding your concerns about due dates and tracking workflow items, we're excited to inform you that our V2...

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TPS works great for my small CPA firm. The time tracking is very easy to use. Invoicing is easy once invoice templates are established. The invoices look very professional. Accounts Receivable is easy and there are numerous useful reports for reviewing performance, A/R, WIP, etc.

Setting up invoice templates takes some work. Manually adjusting invoices in MS Word can be challenging, although this may be more of a Word issue than a TPS issue.

Thank you for your thoughtful review of TPS! We're thrilled to hear that our program is working well for your CPA firm, especially in terms of time tracking, invoicing, and accounts receivable management. We appreciate your positive feedback on the professional appearance of our invoices and the usefulness of our performance reports. We understand that setting up invoice templates can be time-consuming and that manual adjustments in MS Word can be challenging. We're here to help! Our team is always ready to assist with customization of the invoices to make the process smoother for you. Please don't hesitate to reach out to our support team for any help you might need in optimizing your invoice templates.

The transition from the desktop version to the Cloud Axis version was very easy and quick. The automatic updates are also nice as it saves us time not worrying about updating everyone's desktop program. The search engines while completing time entries are also very useful.

Does require internet access (which one time our internet went down) which was a headache but the option of using your phone's data plan to log in time is a nice backup. Sometimes the website takes a while to log in (not sure why).

Thank you for your review and for sharing your experience with the transition to Cloud Axis. We're thrilled to hear that you found the switch from the desktop version to be seamless and that the automatic updates have been a time-saver for you. It's also great to know that the search functionality during time entries has been beneficial. We appreciate your feedback on the need for internet access. While we understand that losing connectivity can be frustrating, we're glad that using your phone's data plan provided a helpful backup. We're continuously working on optimizing our platform's performance, including reducing login times, to ensure a smoother experience for our users. Your input is invaluable in helping us improve our service. Thank you for your continued support!

In general, the tech representatives that I have worked with are VERY helpful to me. I especially like and appreciate their patience with me as I am so non-savvy when it comes to computer/app competence. Today I worked with [sensitive content hidden]. She was patient, competent and gave me GREAT instructions on how to make my TPS work and life so much easier. That is appreciated!!

Though it's not a "con" per se, when I have an issue and do not have an "instant" fix/person to help me resolve the issue, it causes me work issues.

Thank you for your thoughtful feedback. We're glad to hear that our tech representatives, , have been helpful and patient, making your experience with our program smoother. Your kind words will surely motivate our team to continue delivering exceptional support. We understand the importance of timely assistance, and while we strive to provide instant solutions, we acknowledge the impact delays can have on your work. We're continually working to improve our response times and appreciate your patience and understanding as we enhance our service.

Allows all of our staff to enter their time in real time even if they are working remotely

Adding new client addresses it always asks for 'State' and 'Zip Code' - this is supposed to be a Canadian product, in a Canadian market - how hard would it be to include 'Province' and 'Postal Code' - even the saddest, most pathetic American websites know enough to ask a Canadian for their province. This annoys me considerably every I enter a new client address

Very good and solid software. Excellent support

Unable to utilize due to lack of understanding

Thank you for taking the time to share your feedback. We are delighted to hear that you find our software very good and solid and that you are happy with the support provided. Your satisfaction is our top priority. We understand that you are facing challenges utilizing the software due to a lack of understanding. We want to ensure you get the most out of our product, and we are here to help. Our support team is ready to assist you with any questions or difficulties you might have. I will have an associate reach you . In the meantime, we have several resources that might be of immediate assistance: Online Forum Embedded Videos You tube Playlist Email + Phone Support

I like the way it is easy to enter time.

We often forget to mark a job as complete. To me it seems it should be possible to connect invoicing a job to the workflow so that when I do an invoice it would give me an option, if there are any jobs open, to mark them as complete automatically.

Thank you for your feedback! We're glad to hear that you find it easy to enter time in our program. Your suggestion regarding the integration of invoicing with job completion is a great one. This would indeed streamline the workflow and help prevent the oversight of leaving jobs marked as open. We appreciate your insight on this matter, and it's something we've been asked about by other users as well. I'm happy to inform you that our programming team is currently considering this feature for future updates. Your feedback is invaluable as we strive to improve our software to better meet your needs.

Fair pricing with tiered options, so you are only paying for what you truly need; tailored for accounting firms, and is based around clients rather than engagements; includes customizable workflow platform; cloud-based; timecard entry includes start/stop times, rather than having to use a timer.

TPS overall is not intuitive, sometimes you have to click around a lot to find what you are looking for; the report tree is also not intuitive or easy to navigate (although being able to save and re-name your favourite reports helps with this); the data conversion service required a lot of work on our part (both before and after).

Cloud functionality Good support Fairly Easy to use

Some options selected do not remain the same the next time you go to that section. For instance, in billings if you select options and selected other to "show Totals On Columns", you have to do that every time you come back to billings. Same if you select a specific partner under filter.

Thank you for your positive feedback! We're delighted to hear that you find our cloud functionality excellent, appreciate our good support, and find our platform fairly easy to use. Your input helps us improve, and we're committed to making the necessary adjustments to ensure a seamless and consistent user interface.

Great product & excellent customer support

Interface sometimes lags and needs to be refreshed

Thank you for your kind words and for choosing our product. We are pleased to hear that you have had a positive experience with both our product and customer support. Your satisfaction is of utmost importance to us. We understand how crucial it is to have a responsive interface for your business operations. I would like to address your concerns and provide some insights into why these issues might be occurring, such as network latency, we recommend ensuring a stable and high speed connection to mitigate this. Also , ensuring you browser is up to date. We would like to schedule a system review and optimization session will contact you to coordinate a suitable time for you.

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 have used both the desktop and cloud version, and using the cloud is more convenient, and there are less problems with lag and slow down than with the desktop version.

The cloud version is missing some of the easy tabbing and quality of life features I remember from the desktop version.Also being dependent on the internet connection to use the cloud version is a downside.

Hello Angela! Thank you for sharing your experience with our TPS software. We're delighted to hear that you find the cloud version more convenient and have encountered fewer issues with lag and slowdown compared to the desktop version. Our team has invested significant effort into optimizing the cloud version to provide a seamless and efficient user experience. For easy tabbing and improved user experience we do have hot keys in place. Someone from support will be reaching shortly to help you with this. Your satisfaction is our top priority, and we're committed to providing you with the best possible experience with our TPS software.

Recording and categorizing work in TPS allows us to have close to real-time tracking of client work, progress, and planning.

Would like to set up the invoicing so that I could import the bill that Prosystem fx can generate without typing it. Different data points for each client.

We are delighted to hear that you find TPS software beneficial for tracking client work and progress in close to real-time. Please reach us at our toll free number when you are ready to start the conversion to TPS Clouds Axis.

We regularly use the workflow management, invoicing and collection module. We have also started using sending emails via TPS

TPS is still a young company a young product so there are always small glitches that requires you to call and get answers for, overall, it works well. Great tool for any CPA firm.

Thank you for sharing your feedback with us. We appreciate your support as a valued user of TPS Software. While we understand that occasional glitches can be frustrating, it's worth noting that TPS Software has actually been in the industry for over 20 years, and our cloud version was introduced in 2019. While no software is entirely glitch-free, our experienced team is committed to providing prompt and effective support whenever you encounter any issues. We're glad to hear that overall, TPS Software has proven to be a great asset for CPA firms. Your satisfaction is our priority, and we're here to ensure that your experience continues to be positive and productive. If you have any further questions or concerns, please don't hesitate to reach out to us.

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.

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.

Billing, being able to edit invoices in Word.

Lack of ability to produce special reports in as needed bases, as we were able to do with PACS.

Thank you for sharing your feedback regarding our billing process and the ability to edit invoices in Word. We appreciate your input as it helps us improve our services. Regarding the special reports, I would like to assure you that we do offer the service of producing special reports as per your specific requirements. Our team is dedicated to meeting your needs and providing customized reporting solutions to enhance your experience with TPS Axis. Please call our tool free number or email us at support@tpssoftware.com, to get started.

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!

Keeping everything in one place, ease of use, being able to keep track of invoicing and time

Program can occasionally be tempermental

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. Thank you again for your support and for choosing our software.

Very easy and understanding way to bill system.

When we are unable to access system due to errors.

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. Thank you again for your support and for choosing our software.

Great customer support. It is program we use. Find it easy to use. Serves it's purpose.

Spelling - can't figure out how to enter words. Don't like that you can't have more than one time open at once.

Thank you for your feedback and for sharing your positive experience with our software. We're thrilled to hear that you're enjoying using our product. At our company, we strive to create software that is user-friendly, efficient, and effective. It's always great to hear that our efforts are paying off and that our users are having a positive experience. TPS does have the ability to have multiple timers running at the same time. Support will reach out to you show you Thank you again for your support and for choosing our software.

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.

TPS has been very easy to learn to use and any time we have had questions, we get very quick and very helpful responses.

None, the product does just about everything we want it to.

Thank you for taking the time to provide feedback on our software and customer service. We are glad to hear that our software has been easy for you to learn and use, and that you have found our support team to be very quick and helpful in responding to your questions. We will be reaching out shortly to help you convert all your history to TPS Axis Cloud.

The interaction with the tech support and showing me how to fix any issues I have.

There is nothing I do not like about TPS Cloud Axix.

Thank you for your feedback on our tech support team. We're glad to hear that you had a positive experience with them and that they were able to help you fix any issues you were experiencing. Our tech support team is always here to help you with any questions or concerns you may have, and we're happy to hear that they were able to provide you with the assistance you needed. Thank you for choosing our software, and we appreciate your business.

We are primarily using TPS Axis for tracking employee time for payroll and to track client billable hours for invoicing. Our employees love that Axis is cloud-based, so staff can enter their time remotely. We also really like that the client work time sorts by different types of work and that each employee can have multiple billing rates for different types for their work. The reports that I use are easy to read. The conversion from the old version of TPS toTPS Axis was seamless and all of our old data was migrated into Axis in about 2 weeks. It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.

The report names are confusing because they are all so similar. I have a hard time getting the reports I want, so just use a few that I understand. Giving each of the reports a more unique name would add a huge amount of value for me because I could use the software at a much greater level.

Thank you for sharing your positive experience with TPS Axis .We're happy to hear that the cloud-based nature of Axis allows for remote time entry and that your employees find it convenient. We're glad to hear that the conversion from the old version of TPS to TPS Axis was seamless and that all your old data was successfully migrated within a short timeframe. It's fantastic to know that you find the reports easy to read and that you consider TPS Axis to be a great value for the price. Enhancing the clarity and uniqueness of report names is certainly a valuable suggestion. You can always key in the search field the name of the report you would like to find. In the meantime if you need any help finding any reports please let us know.