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.

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.

support from rosemary. Cost of program with improvement

getting much better about features and reporting

We appreciate your feedback. It's great to hear that you've had a positive experience with Rosemary, one of our support team members. We're continuously working on improving our program, and your comments about the program's cost are important to us as we aim to enhance its value. Your feedback on features and reporting is also noted, and we are dedicated to addressing these areas to better align with your requirements

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.

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.

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.

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!

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.

After many years of using the on premise version, we switched to cloud axis at the end of last year. The transition was easy and the customer support is phenomenal - by far the best of any program we use. They listen to my feedback and promptly act on it whenever possible. Cloud Axis has simplified my job with its functionality and ease of use.

I do sometimes find it difficult to locate the report that best suits my particular need.

Thank you for your feedback! We're happy to hear that your transition to Cloud Axis has been smooth and that you're experiencing exceptional customer support. We take pride in promptly addressing your feedback and continuously improving our services. It's great to know that Cloud Axis has simplified your job and offers the functionality and ease of use you need. We appreciate your continued support and look forward to serving you in the future. We understand that finding the right report can sometimes be challenging. in TPS Axis you are able to type in the search field the name of the report you are looking for to get the best results. Can also add them to your custom favorites folder/subfolders. Our team is here to assist you in locating the report that best suits your specific need

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!

Time, activity and expense tracking are all we are using it for at the current time. We are an old group and not all are tech savvy and struggle with these few functions.

Finding a client is often difficult in the data base and duplicates are difficult to remove.

Thank you for sharing your feedback. We understand that adapting to new technologies can be challenging, especially for those who may not be as tech-savvy. We appreciate your efforts in utilizing the time, activity, and expense tracking functions despite the initial struggles. To easily find a client in the client section you may just enter the name of the client you are looking for in the Full name search field. Also at the very top you will see a drop down box called: Active/Inactive. This should help sort down to the clients you are looking for!

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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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.

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.

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.

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