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Accounting Practice Management Software

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Ignition logo
4.7
127

Proposals, billing, payments and workflows in one platform.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.9
Pros and Cons from Ignition users   
avatar
avatar
avatar
+15
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
TaxFlow logo
4.9
8

Tax Workflow Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.9
    Features
    4.5
    Customer support
    5.0
Pros and Cons from TaxFlow users   
No pros & cons found
TPS Cloud Axis logo
4.6
96

Practice management software designed for accountants

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.9
Pros and Cons from TPS Cloud Axis users   
+15
I mostly enjoy the helpful videos as we learn to use this new software. I also appreciate the kind customer service I have received when sending in tickets for assistance.
When we are unable to access system due to errors.
Sensitive content hidden] was an awesome help with helping us install/update TPS.
Finding a client is often difficult in the data base and duplicates are difficult to remove.
Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud.
Reports need to be simplified, very hard to find information that is needed, seeing what an invoice is for without having to open the invoice or type descriptions every time would be more convenient.
I am not a techy person by any means & she was very polite, helpful, and explained to me what our situation was; which we will be updating in the near future.
I do have one con the statements can be a little confusing to read. I think that once a payment is applied it should not appear on the statement.
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.
Ease of use and reliability has always been the strongest feature.
Reports are outstanding. Support is great and very timely.
I can't say enough about your support staff and how wonderful they are.
I like that the interface is extremely user friendly with instructional videos available with each tab.
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.
The cloud is the best feature. There are features in the workstation version that made it easier to navigate.
It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.
We were very excited to have a locally stored program that is NOT cloud based (though they have that option) which is very inexpensive considering everything it provides.
The integration, support over the phone or email.
I mostly enjoy the helpful videos as we learn to use this new software. I also appreciate the kind customer service I have received when sending in tickets for assistance.
When we are unable to access system due to errors.
Sensitive content hidden] was an awesome help with helping us install/update TPS.
Finding a client is often difficult in the data base and duplicates are difficult to remove.
Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud.
Reports need to be simplified, very hard to find information that is needed, seeing what an invoice is for without having to open the invoice or type descriptions every time would be more convenient.
I am not a techy person by any means & she was very polite, helpful, and explained to me what our situation was; which we will be updating in the near future.
I do have one con the statements can be a little confusing to read. I think that once a payment is applied it should not appear on the statement.
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.
Ease of use and reliability has always been the strongest feature.
Reports are outstanding. Support is great and very timely.
I can't say enough about your support staff and how wonderful they are.
I like that the interface is extremely user friendly with instructional videos available with each tab.
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.
The cloud is the best feature. There are features in the workstation version that made it easier to navigate.
It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.
We were very excited to have a locally stored program that is NOT cloud based (though they have that option) which is very inexpensive considering everything it provides.
The integration, support over the phone or email.
I mostly enjoy the helpful videos as we learn to use this new software. I also appreciate the kind customer service I have received when sending in tickets for assistance.
When we are unable to access system due to errors.
Sensitive content hidden] was an awesome help with helping us install/update TPS.
Finding a client is often difficult in the data base and duplicates are difficult to remove.
Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud.
Reports need to be simplified, very hard to find information that is needed, seeing what an invoice is for without having to open the invoice or type descriptions every time would be more convenient.
I am not a techy person by any means & she was very polite, helpful, and explained to me what our situation was; which we will be updating in the near future.
I do have one con the statements can be a little confusing to read. I think that once a payment is applied it should not appear on the statement.
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.
Ease of use and reliability has always been the strongest feature.
Reports are outstanding. Support is great and very timely.
I can't say enough about your support staff and how wonderful they are.
I like that the interface is extremely user friendly with instructional videos available with each tab.
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.
The cloud is the best feature. There are features in the workstation version that made it easier to navigate.
It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.
We were very excited to have a locally stored program that is NOT cloud based (though they have that option) which is very inexpensive considering everything it provides.
The integration, support over the phone or email.
Firm360 logo
4.7
125

Free Up Time to Grow Your Accounting Practice

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.8
Pros and Cons from Firm360 users   
+15
Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.
With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.
The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.
The most difficult thing is having to change how you run your practice to incorporate the program.
Tech support has been very responsive and helpful. I highly recommend Firm360 if you are looking for a software that will get you up and going quickly and affordably.
I think there are some repetitive features within the software.
Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.
I haven't found anything that I don't like about this system yet.
Ease of use and great features. It has many features that are consistently being improved every month.
The product is very user friendly and easy to use. I love the product for convenience and usability.
I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time.
This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm.
I like the ease of creating an invoice as well as how to apply a payment and later being able to review all that information.
We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control.
I like how easy it is to maneuver and find whatever I am looking for.
It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.
Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use.
I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.
Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.
With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.
The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.
The most difficult thing is having to change how you run your practice to incorporate the program.
Tech support has been very responsive and helpful. I highly recommend Firm360 if you are looking for a software that will get you up and going quickly and affordably.
I think there are some repetitive features within the software.
Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.
I haven't found anything that I don't like about this system yet.
Ease of use and great features. It has many features that are consistently being improved every month.
The product is very user friendly and easy to use. I love the product for convenience and usability.
I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time.
This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm.
I like the ease of creating an invoice as well as how to apply a payment and later being able to review all that information.
We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control.
I like how easy it is to maneuver and find whatever I am looking for.
It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.
Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use.
I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.
Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.
With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.
The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.
The most difficult thing is having to change how you run your practice to incorporate the program.
Tech support has been very responsive and helpful. I highly recommend Firm360 if you are looking for a software that will get you up and going quickly and affordably.
I think there are some repetitive features within the software.
Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.
I haven't found anything that I don't like about this system yet.
Ease of use and great features. It has many features that are consistently being improved every month.
The product is very user friendly and easy to use. I love the product for convenience and usability.
I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time.
This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm.
I like the ease of creating an invoice as well as how to apply a payment and later being able to review all that information.
We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control.
I like how easy it is to maneuver and find whatever I am looking for.
It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.
Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use.
I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.
BigTime logo
4.6
635

Time, billing, expense, payment, and project mgmt software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.7
Pros and Cons from BigTime users   
avatar
+15
The overall experience is superb and it helps businesses to track the project with its progress report and budget management tool is one of the best.
It stopped syncing with QuickBooks without lots of re-booting of computers and time wasted. Customer service was seriously lacking when we stopped using it.
Big Time Customer Service is always great to work with. Everyone I have worked with has always been very polite, professional, and quick to resolve issues.
There are a couple of features that are missing pertaining specifically to my company.
We love that we can set up and assign projects and have it integrated with our consultants calendars. We love the timekeeping piece and reporting.
Migration is always a headache no matter what system you are moving too.
In our month of using BigTime, our experience has been wonderful. Our Customer Success Manager is AMAZING.
The only thing I dislike is that the older engineers have trouble with it. I wish it was a little more user-friendly.
The customer support has also been superb. I have really enjoyed working with the sales and implementation mangers.
BigTime is a great management tool that easily helps me track my time and resources for myself and my employees. It's reports give me a greater ability to forecast workload and revenue.
Bigtime is great in that it's super feature robust and serves as an integrated platform for time tracking, task assignment as well as financials.
The user friendliness of this software is great. The implementation team is absolutely top notch and made understanding the use of the software simple.
BigTime is super easy to use and Sam was great in aswering all of our questions. It's a fool-proof platform.
Superb application for people who want professional automated environment.
Anything we need, he is always super responsive and incredibly knowledgeable.
It's also convenient because it can be used on a mobile device. Lastly, their support team is superb.
It's fairly easy for employees to track time and expenses and offers powerful reporting capabilities and a lot of customization when drafting and sending invoices.
Ease of use and setting up the system was important.
The overall experience is superb and it helps businesses to track the project with its progress report and budget management tool is one of the best.
It stopped syncing with QuickBooks without lots of re-booting of computers and time wasted. Customer service was seriously lacking when we stopped using it.
Big Time Customer Service is always great to work with. Everyone I have worked with has always been very polite, professional, and quick to resolve issues.
There are a couple of features that are missing pertaining specifically to my company.
We love that we can set up and assign projects and have it integrated with our consultants calendars. We love the timekeeping piece and reporting.
Migration is always a headache no matter what system you are moving too.
In our month of using BigTime, our experience has been wonderful. Our Customer Success Manager is AMAZING.
The only thing I dislike is that the older engineers have trouble with it. I wish it was a little more user-friendly.
The customer support has also been superb. I have really enjoyed working with the sales and implementation mangers.
BigTime is a great management tool that easily helps me track my time and resources for myself and my employees. It's reports give me a greater ability to forecast workload and revenue.
Bigtime is great in that it's super feature robust and serves as an integrated platform for time tracking, task assignment as well as financials.
The user friendliness of this software is great. The implementation team is absolutely top notch and made understanding the use of the software simple.
BigTime is super easy to use and Sam was great in aswering all of our questions. It's a fool-proof platform.
Superb application for people who want professional automated environment.
Anything we need, he is always super responsive and incredibly knowledgeable.
It's also convenient because it can be used on a mobile device. Lastly, their support team is superb.
It's fairly easy for employees to track time and expenses and offers powerful reporting capabilities and a lot of customization when drafting and sending invoices.
Ease of use and setting up the system was important.
The overall experience is superb and it helps businesses to track the project with its progress report and budget management tool is one of the best.
It stopped syncing with QuickBooks without lots of re-booting of computers and time wasted. Customer service was seriously lacking when we stopped using it.
Big Time Customer Service is always great to work with. Everyone I have worked with has always been very polite, professional, and quick to resolve issues.
There are a couple of features that are missing pertaining specifically to my company.
We love that we can set up and assign projects and have it integrated with our consultants calendars. We love the timekeeping piece and reporting.
Migration is always a headache no matter what system you are moving too.
In our month of using BigTime, our experience has been wonderful. Our Customer Success Manager is AMAZING.
The only thing I dislike is that the older engineers have trouble with it. I wish it was a little more user-friendly.
The customer support has also been superb. I have really enjoyed working with the sales and implementation mangers.
BigTime is a great management tool that easily helps me track my time and resources for myself and my employees. It's reports give me a greater ability to forecast workload and revenue.
Bigtime is great in that it's super feature robust and serves as an integrated platform for time tracking, task assignment as well as financials.
The user friendliness of this software is great. The implementation team is absolutely top notch and made understanding the use of the software simple.
BigTime is super easy to use and Sam was great in aswering all of our questions. It's a fool-proof platform.
Superb application for people who want professional automated environment.
Anything we need, he is always super responsive and incredibly knowledgeable.
It's also convenient because it can be used on a mobile device. Lastly, their support team is superb.
It's fairly easy for employees to track time and expenses and offers powerful reporting capabilities and a lot of customization when drafting and sending invoices.
Ease of use and setting up the system was important.
QuickBooks Desktop Enterprise logo
4.5
20.1K

Enterprise accounting, FSM and inventory management solution

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.1
Pros and Cons from QuickBooks Desktop Enterprise users   
avatar
+15
User friendly design that is easy to learn and navigate, great for invoicing people as well as paying invoices, good organization of invoices and payments.
Submitting hours for the wrong week unintentionally can be frustrating because there is no way to reverse it without supervisor permissions.
Quickbooks is the bread and butter of my business, it is the best accounting program I have used. I love that it continues to improve and allow more integration with apps and documentation programs.
The customer service is terrible. I usually get forwarded from person to person because I'm in the "wrong department," but I know it's because the person just doesn't know the answer.
The help on the team when getting this product was great, the features are honestly really great, I use it for payroll as well and it is really worth the cost.
No recourse through customer service. Data is held hostage as leverage for stopping cancellation of unauthorized charges, ie: sure you can cancel but we're not sure what will happen to your data.
I an a self employed barber and I do my own books and tax return. QuickBooks is a fantastic tool amazing for keeping track of everything through the easy to view reports.
We are currentlyt shopping for a new accounting software because this has become such a burden of time and lost information.
My favorite feature that I have found using QuickBooks is the automatic invoice sender that mails out reminders to vendors who have outstanding or unpaid invoices.
The thing I like the most about quickbooks is how easy is to generate an invoice and send it to your clients. They have a great UI and it is really easy to use the product.
Customer service is amazing, they genuinely sound happy to help and have always been able to satisfy any issue with speed and efficiency.
I am happy using this for like payroll management , bills payment, budgeting and budgeting. Overall its to my advantage and I would recommend this to smaller starting up businesses.
I have been using QuickBooks for 20+ years and while I have also had the pleasure of other software, this is the one I am always most comfortable in.
I loved the flexibility of the software when it comes to integration with software from other vendors. The pricing is awesome especially for small and upcoming businesses.
I love that I can use this for accounts receivable and accounts payable. I also love the reconciliation ability.
The flawless integrations , technical support, and best & user friendly, user interface provides a great experience.
There are so many great ways to see your financial information and tag expenses and income so you can get a better view of how your company is doing financially and where you can improve.
Wonderful software and I definitely would recommend to start up and established companies a like.
User friendly design that is easy to learn and navigate, great for invoicing people as well as paying invoices, good organization of invoices and payments.
Submitting hours for the wrong week unintentionally can be frustrating because there is no way to reverse it without supervisor permissions.
Quickbooks is the bread and butter of my business, it is the best accounting program I have used. I love that it continues to improve and allow more integration with apps and documentation programs.
The customer service is terrible. I usually get forwarded from person to person because I'm in the "wrong department," but I know it's because the person just doesn't know the answer.
The help on the team when getting this product was great, the features are honestly really great, I use it for payroll as well and it is really worth the cost.
No recourse through customer service. Data is held hostage as leverage for stopping cancellation of unauthorized charges, ie: sure you can cancel but we're not sure what will happen to your data.
I an a self employed barber and I do my own books and tax return. QuickBooks is a fantastic tool amazing for keeping track of everything through the easy to view reports.
We are currentlyt shopping for a new accounting software because this has become such a burden of time and lost information.
My favorite feature that I have found using QuickBooks is the automatic invoice sender that mails out reminders to vendors who have outstanding or unpaid invoices.
The thing I like the most about quickbooks is how easy is to generate an invoice and send it to your clients. They have a great UI and it is really easy to use the product.
Customer service is amazing, they genuinely sound happy to help and have always been able to satisfy any issue with speed and efficiency.
I am happy using this for like payroll management , bills payment, budgeting and budgeting. Overall its to my advantage and I would recommend this to smaller starting up businesses.
I have been using QuickBooks for 20+ years and while I have also had the pleasure of other software, this is the one I am always most comfortable in.
I loved the flexibility of the software when it comes to integration with software from other vendors. The pricing is awesome especially for small and upcoming businesses.
I love that I can use this for accounts receivable and accounts payable. I also love the reconciliation ability.
The flawless integrations , technical support, and best & user friendly, user interface provides a great experience.
There are so many great ways to see your financial information and tag expenses and income so you can get a better view of how your company is doing financially and where you can improve.
Wonderful software and I definitely would recommend to start up and established companies a like.
User friendly design that is easy to learn and navigate, great for invoicing people as well as paying invoices, good organization of invoices and payments.
Submitting hours for the wrong week unintentionally can be frustrating because there is no way to reverse it without supervisor permissions.
Quickbooks is the bread and butter of my business, it is the best accounting program I have used. I love that it continues to improve and allow more integration with apps and documentation programs.
The customer service is terrible. I usually get forwarded from person to person because I'm in the "wrong department," but I know it's because the person just doesn't know the answer.
The help on the team when getting this product was great, the features are honestly really great, I use it for payroll as well and it is really worth the cost.
No recourse through customer service. Data is held hostage as leverage for stopping cancellation of unauthorized charges, ie: sure you can cancel but we're not sure what will happen to your data.
I an a self employed barber and I do my own books and tax return. QuickBooks is a fantastic tool amazing for keeping track of everything through the easy to view reports.
We are currentlyt shopping for a new accounting software because this has become such a burden of time and lost information.
My favorite feature that I have found using QuickBooks is the automatic invoice sender that mails out reminders to vendors who have outstanding or unpaid invoices.
The thing I like the most about quickbooks is how easy is to generate an invoice and send it to your clients. They have a great UI and it is really easy to use the product.
Customer service is amazing, they genuinely sound happy to help and have always been able to satisfy any issue with speed and efficiency.
I am happy using this for like payroll management , bills payment, budgeting and budgeting. Overall its to my advantage and I would recommend this to smaller starting up businesses.
I have been using QuickBooks for 20+ years and while I have also had the pleasure of other software, this is the one I am always most comfortable in.
I loved the flexibility of the software when it comes to integration with software from other vendors. The pricing is awesome especially for small and upcoming businesses.
I love that I can use this for accounts receivable and accounts payable. I also love the reconciliation ability.
The flawless integrations , technical support, and best & user friendly, user interface provides a great experience.
There are so many great ways to see your financial information and tag expenses and income so you can get a better view of how your company is doing financially and where you can improve.
Wonderful software and I definitely would recommend to start up and established companies a like.
Acuity Scheduling logo
4.8
5.5K

Online appointment scheduling software and 24/7 assistant.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.7
    Customer support
    4.7
Pros and Cons from Acuity Scheduling users   
avatar
avatar
+15
What I like most about the software is the ability to add your appointments quickly to your google calendar. Its been very helpful with managing which appointments I have up for the week.
I am fuming when I block off appointments. People can still book in may have to book appointments in to stop this.
What I like most about the software is the ease of use and simplicity. It works extremely well to schedule clients and then takes some automation out of the followup process which is helpful.
Some of the functions are hidden in weird spots - it may make more sense for larger orgs but for small and single traders, managing preferences out of the 'calendar' section is a bit weird.
This is a super powerful platform to get up and running with and there are lots of awesome tutorials on YouTube for nearly any configuration you can imagine.
At this point in my usage, I am unable to make negative comments.
I love everything about the software so far. From setting up my schedule to having clients book themselves and using the zoom integration for creating automatic calls is awesome.
I don’t like that it is difficult to use with two different websites. I basically have to pay for two subscriptions because it can be difficult to plug in if it has to be used this way.
I liked that I can give special discounts and how user friendly it is to set up, even more non techies like myself. Love how easy it is to link to my website.
My overall experience has been great, I liked the idea of a free trial. I had tried the trial and like how simple the site made booking to my clients.
I am overall very pleased and love how I can update my availability so easily. The integration to all my calendars is so helpful.
The ability for our customization from offerings, to schedules has made this a perfect and economical solution.
Honestly, this was the most seamless and easy program to use. I have been incredibly impressed and have recommended it highly to others in my business network.
I like using it and love that you have a free version for does off you that are just starting out.
I love that it keeps everything extremely organized, and it is easy to navigate through. Even the clients love it, and I love that I can customize it.
This is a very easy system to set up and figure out on my own. Customer service is great and love their sense of humor.
I loved the ease of use and integration with goigle calender that helps me sync my Google appointments with Acuity scheduling app.
Customer service is amazing. Very pleased with the people running this company.
What I like most about the software is the ability to add your appointments quickly to your google calendar. Its been very helpful with managing which appointments I have up for the week.
I am fuming when I block off appointments. People can still book in may have to book appointments in to stop this.
What I like most about the software is the ease of use and simplicity. It works extremely well to schedule clients and then takes some automation out of the followup process which is helpful.
Some of the functions are hidden in weird spots - it may make more sense for larger orgs but for small and single traders, managing preferences out of the 'calendar' section is a bit weird.
This is a super powerful platform to get up and running with and there are lots of awesome tutorials on YouTube for nearly any configuration you can imagine.
At this point in my usage, I am unable to make negative comments.
I love everything about the software so far. From setting up my schedule to having clients book themselves and using the zoom integration for creating automatic calls is awesome.
I don’t like that it is difficult to use with two different websites. I basically have to pay for two subscriptions because it can be difficult to plug in if it has to be used this way.
I liked that I can give special discounts and how user friendly it is to set up, even more non techies like myself. Love how easy it is to link to my website.
My overall experience has been great, I liked the idea of a free trial. I had tried the trial and like how simple the site made booking to my clients.
I am overall very pleased and love how I can update my availability so easily. The integration to all my calendars is so helpful.
The ability for our customization from offerings, to schedules has made this a perfect and economical solution.
Honestly, this was the most seamless and easy program to use. I have been incredibly impressed and have recommended it highly to others in my business network.
I like using it and love that you have a free version for does off you that are just starting out.
I love that it keeps everything extremely organized, and it is easy to navigate through. Even the clients love it, and I love that I can customize it.
This is a very easy system to set up and figure out on my own. Customer service is great and love their sense of humor.
I loved the ease of use and integration with goigle calender that helps me sync my Google appointments with Acuity scheduling app.
Customer service is amazing. Very pleased with the people running this company.
What I like most about the software is the ability to add your appointments quickly to your google calendar. Its been very helpful with managing which appointments I have up for the week.
I am fuming when I block off appointments. People can still book in may have to book appointments in to stop this.
What I like most about the software is the ease of use and simplicity. It works extremely well to schedule clients and then takes some automation out of the followup process which is helpful.
Some of the functions are hidden in weird spots - it may make more sense for larger orgs but for small and single traders, managing preferences out of the 'calendar' section is a bit weird.
This is a super powerful platform to get up and running with and there are lots of awesome tutorials on YouTube for nearly any configuration you can imagine.
At this point in my usage, I am unable to make negative comments.
I love everything about the software so far. From setting up my schedule to having clients book themselves and using the zoom integration for creating automatic calls is awesome.
I don’t like that it is difficult to use with two different websites. I basically have to pay for two subscriptions because it can be difficult to plug in if it has to be used this way.
I liked that I can give special discounts and how user friendly it is to set up, even more non techies like myself. Love how easy it is to link to my website.
My overall experience has been great, I liked the idea of a free trial. I had tried the trial and like how simple the site made booking to my clients.
I am overall very pleased and love how I can update my availability so easily. The integration to all my calendars is so helpful.
The ability for our customization from offerings, to schedules has made this a perfect and economical solution.
Honestly, this was the most seamless and easy program to use. I have been incredibly impressed and have recommended it highly to others in my business network.
I like using it and love that you have a free version for does off you that are just starting out.
I love that it keeps everything extremely organized, and it is easy to navigate through. Even the clients love it, and I love that I can customize it.
This is a very easy system to set up and figure out on my own. Customer service is great and love their sense of humor.
I loved the ease of use and integration with goigle calender that helps me sync my Google appointments with Acuity scheduling app.
Customer service is amazing. Very pleased with the people running this company.
TaxDome logo
4.7
3K

Tax practice management software for bookkeepers and CPAs

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.7
    Customer support
    4.7
Pros and Cons from TaxDome users   
avatar
+15
I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.
The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.
Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.
The main item missing was the notification system for when an organizer is updated / changed no notification is given.
It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.
I disliked the lack of notifications about information.
The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.
I dislike the fact that I cannot pay for this software monthly.
I actually love the auto-reminders for clients to complete documents or organizers. The organizers are fantastic for onboarding new clients.
I think their help screen & YouTube videos are very helpful in setting the program up. They do have awesome customer support people who can help with individual set up issues.
I have been learning the software, support has been excellent, I hope this will be easy to use.
Love that software consolidates all client communication in one easy to use platform. Connecting billing directly to documents is simply amazing.
Excellent customer support. Perpetually developing and making great strides to improve the system.
I've only been using the taxdome for a week and have managed to grasp the concept of the platform rather quickly with the help of Taxdome academy. Super useful and intuitive.
The support has been great, the onboarding help was top notch. Every day we use the features more and more and integrate it in ot our practice.
I like paying one price no matter how many clients I have and also the unlimited portal space. Customer support has been very good about responding and helping with any situations that come up.
The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal.
The pricing point of the software is very attractive for the number and quality of features the software offers.
I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.
The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.
Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.
The main item missing was the notification system for when an organizer is updated / changed no notification is given.
It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.
I disliked the lack of notifications about information.
The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.
I dislike the fact that I cannot pay for this software monthly.
I actually love the auto-reminders for clients to complete documents or organizers. The organizers are fantastic for onboarding new clients.
I think their help screen & YouTube videos are very helpful in setting the program up. They do have awesome customer support people who can help with individual set up issues.
I have been learning the software, support has been excellent, I hope this will be easy to use.
Love that software consolidates all client communication in one easy to use platform. Connecting billing directly to documents is simply amazing.
Excellent customer support. Perpetually developing and making great strides to improve the system.
I've only been using the taxdome for a week and have managed to grasp the concept of the platform rather quickly with the help of Taxdome academy. Super useful and intuitive.
The support has been great, the onboarding help was top notch. Every day we use the features more and more and integrate it in ot our practice.
I like paying one price no matter how many clients I have and also the unlimited portal space. Customer support has been very good about responding and helping with any situations that come up.
The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal.
The pricing point of the software is very attractive for the number and quality of features the software offers.
I love the ease of use for my clients, most have found it very easy to use with no hand-holding and adopted and loved it very quickly.
The first problem I had with TaxDome was the support. This program is difficult if you intend to just jump in at the beginning.
Still learning more and customizing to meet my needs where I can. What I like best is that I am to do just that and replace two other programs that I have been purchasing from other venders.
The main item missing was the notification system for when an organizer is updated / changed no notification is given.
It has been great, I did a lot of research to find the best software that fit for me and my business and this is a great option to keep everything organized and bill clients in one place.
I disliked the lack of notifications about information.
The same feature is included in TaxDome. Awesome!!! The help screens and documentation are the best I have seen among the many software companies we use.
I dislike the fact that I cannot pay for this software monthly.
I actually love the auto-reminders for clients to complete documents or organizers. The organizers are fantastic for onboarding new clients.
I think their help screen & YouTube videos are very helpful in setting the program up. They do have awesome customer support people who can help with individual set up issues.
I have been learning the software, support has been excellent, I hope this will be easy to use.
Love that software consolidates all client communication in one easy to use platform. Connecting billing directly to documents is simply amazing.
Excellent customer support. Perpetually developing and making great strides to improve the system.
I've only been using the taxdome for a week and have managed to grasp the concept of the platform rather quickly with the help of Taxdome academy. Super useful and intuitive.
The support has been great, the onboarding help was top notch. Every day we use the features more and more and integrate it in ot our practice.
I like paying one price no matter how many clients I have and also the unlimited portal space. Customer support has been very good about responding and helping with any situations that come up.
The integrations with signatures, as well as invoicing has been great. Clients are quite happy with their end of the portal.
The pricing point of the software is very attractive for the number and quality of features the software offers.
Xero logo

Xero

4.4
2.8K

Accounting software for small business

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.0
Pros and Cons from Xero users   
avatar
+15
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Great that our external accountants and legal support can access online as they need. Seems to be continuously evolving and its reassuring to see ongoing development of the product.
Removing/deleting of transactions and line items are difficult, imported by error and had to delete one by one.
I very much like the ease of uploading expenses to Xero and the fact that you can save photos of your receipts rather than keep loads of paper receipts.
At times it can be frustrating that the only way to deal with customer service is via online, written support.
I think that Xero is easy to use and setup, and the UI is great for beginners to use. Overall very friendly to the eyes.
Xero has been easy to use, it's streamlined our invoicing processes and ensured that the right members of the team all have suitable appropriate access and knows what's happening financially.
Great Small Biz and Association software - Great Price.
I loved how easy it was to integrate XERO with my bank accounts and Paypal.
Solid and simple cloud accounting solution that is easy to navigate and customise.
Xero is easy to use and is widely adopted. It has a nice UI and quite a few different integrations that make keeping it updated easier.
Easy to use and implement and cost is very attractive.
Project tracking and automatic updates. Very supportive & available customer support.
BQE CORE Suite logo
4.5
738

Time & Billing | Project Management | Accounting

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.6
Pros and Cons from BQE CORE Suite users   
+15
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.
We like the reporting features and use them often, the rich billing features as well. It has taken us away from using a separate software for managing contacts, which is very helpful.
Last but not the least we are enjoying excellent customer service and support.
We have used it for quite a few years now and it has given us good insight into the firms overall performance on projects. We have used those results to fine tune or pricing.
My overall experience with Core is great. I think it is more user friendly on the admin side.
We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks.
We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues.
This custom report is a great tool for us… color coded – RED, showing when over budget (time or ‘not to exceed’ contract fee).
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.
We like the reporting features and use them often, the rich billing features as well. It has taken us away from using a separate software for managing contacts, which is very helpful.
Last but not the least we are enjoying excellent customer service and support.
We have used it for quite a few years now and it has given us good insight into the firms overall performance on projects. We have used those results to fine tune or pricing.
My overall experience with Core is great. I think it is more user friendly on the admin side.
We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks.
We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues.
This custom report is a great tool for us… color coded – RED, showing when over budget (time or ‘not to exceed’ contract fee).
We are still using Quickbooks for accounting for now. The webinars have been great, the support team has been great, our trainer was great.
There are times when a question asked gets bumped up and it takes a long time to correct or answer that you lose track of the problem.
Invoicing is easy and we are impressed with professional looking invoice templates that are easy to read. Also it is easy to manage the outstanding accounts receivable.
The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed).
Each and everyone of them I have interacted over the years have been amazing. All of them in customer service are tremendously helpful in setting up the software for my new firm.
It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising.
Billing process is easy and intuitive as we can provide clients with a detailed invoicing if required. Ability to manage subcontractors pretty much like our employees is very helpful.
We have not had any significant problems over the course of using it. At times the interface does require quite a few clicks to get things done.
The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.
We love the reports and other methods that allows us view the information helpful to make important business decisions.
While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it.
We like the reporting features and use them often, the rich billing features as well. It has taken us away from using a separate software for managing contacts, which is very helpful.
Last but not the least we are enjoying excellent customer service and support.
We have used it for quite a few years now and it has given us good insight into the firms overall performance on projects. We have used those results to fine tune or pricing.
My overall experience with Core is great. I think it is more user friendly on the admin side.
We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks.
We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues.
This custom report is a great tool for us… color coded – RED, showing when over budget (time or ‘not to exceed’ contract fee).
NetSuite logo

NetSuite

4.1
1.4K

The World’s Leading, Most Deployed Cloud ERP Solution

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.8
    Ease of use
    3.8
    Features
    4.1
    Customer support
    3.7
Pros and Cons from NetSuite users   
avatar
+15
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.
My advice for those scoping out Netsuite is seriously analyze your business requirements and then advocate the hell for them in the scoping or implementation phases.
It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.
Please do your research before you find yourself stuck in a contract with a bunch of misleading employees that won't even respond to your email or try to address your concerns.
The ability to customize just about anything your organization wants is rewarding. And if you are willing to spend, you can have your system fit your business processes like a glove.
I hate the reporting functionality, avoid it if I can. Might be that I don't really understand its uses.
We were fortunate enough to use a trained consultant to do the implementation and now we have a fantastic solution even through getting there was not smooth sailing.
Lack of direct integration to the PSA tool. We struggled with bringing all of the contract details into the PSA and associated project.
In all cases, the ability to customize to unique business needs, far beyond something like Quickbooks or Microsoft Dynamics, is fantastic.
And when you realise that a lot of what you are paying for is really very poor and that you have to buy additional software/SAAS to make up for it's shortcomings, it is even more expensive.
It makes certain things accounting wise very automated and easy. Integration features are amazing.
It still has the same old clunky "out of date" UI, very limited change is made in their annual updates - it remains very dated and Netsuite never address the key lack of functionality.
Software is very easy to use so suitable for all staff not just office based staff. Software is so powerful that you can use it for invoicing, customer support, CRM and Shopping carts.
The customer support is horrible. You can call your Account Executive and it takes days, weeks or months to get results.
I use it on a daily basis and its very useful for quick reports and billing. I find it very helpful when I have to raise a large number invoices at one go through the upload.
I am sometimes disappointed with the "out of the box" product, meaning there are some things that I would think are standard, but they end up costing more.
Really good for accounting and easy to use the basic features.
Perfect for Subscription and SaaS Model Businesses.
BILL Spend & Expense (Formerly Divvy) logo
4.7
412

The all-in-one expense management solution.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.7
Pros and Cons from BILL Spend & Expense (Formerly Divvy) users   
avatar
+15
Divvy integrates with Quickbooks which is super helpful. Divvy rewards program fits our organization much better than previous rewards programs.
We very frequently (more than once per week, have charges declined when paying our vendors. The ACH and Bill Pay process work very, badly.
Very user friendly and the ability to track and capture departmental expenditures is excellent. Customer service is always available and very helpful when I call.
The only complaint I have at this point is that we cannot set limits for receipts.
Stable, secure, and very intuitive app that helps you to track all the receipts. The ability to issue virtual cards.
A little hard to figure out how budgets and card limits and other maximums interact. What they also really need to add: vendor restriction.
Adoption was super easy, even for the people that didn't have the old software straight 2 years in. This has even made communications between regions and the National office more fun.
The only downside to the software is how long it takes to get a new or replacement card.
My overall experience with Divvy has been great. I appreciate the quick and upbeat support and the ease of use for the software itself.
I like the ability to manage budgets, easily make changes to employee accounts, quick on and offboarding. And the online chat help is really responsive and helpful.
I loved that before you even used the software you were walked through the entire program by one of their customer support representatives. It made it super easy to use and understand.
I have been very happy with Divvy. The customer service, the simplicity of the system, the ability to budget are all been what we needed in an expense company credit card system.
It really has been the perfect fit for our company. I would highly recommend it to other companies who use company credit cards.
Budget Controls very good, reporting on users can be improved.
The time-save alone is worth it to us. The cash back and superb customer service is icing on the cake.
Divvy - Always Great Service with an Excellent App.
My favorite parts of the ability to create burner cards and virtual cards that I can give to interns or other people without having to give them my credit card to use.
Great free resource that provides spend tracking, budget management, and accounting software integration.
Divvy integrates with Quickbooks which is super helpful. Divvy rewards program fits our organization much better than previous rewards programs.
We very frequently (more than once per week, have charges declined when paying our vendors. The ACH and Bill Pay process work very, badly.
Very user friendly and the ability to track and capture departmental expenditures is excellent. Customer service is always available and very helpful when I call.
The only complaint I have at this point is that we cannot set limits for receipts.
Stable, secure, and very intuitive app that helps you to track all the receipts. The ability to issue virtual cards.
A little hard to figure out how budgets and card limits and other maximums interact. What they also really need to add: vendor restriction.
Adoption was super easy, even for the people that didn't have the old software straight 2 years in. This has even made communications between regions and the National office more fun.
The only downside to the software is how long it takes to get a new or replacement card.
My overall experience with Divvy has been great. I appreciate the quick and upbeat support and the ease of use for the software itself.
I like the ability to manage budgets, easily make changes to employee accounts, quick on and offboarding. And the online chat help is really responsive and helpful.
I loved that before you even used the software you were walked through the entire program by one of their customer support representatives. It made it super easy to use and understand.
I have been very happy with Divvy. The customer service, the simplicity of the system, the ability to budget are all been what we needed in an expense company credit card system.
It really has been the perfect fit for our company. I would highly recommend it to other companies who use company credit cards.
Budget Controls very good, reporting on users can be improved.
The time-save alone is worth it to us. The cash back and superb customer service is icing on the cake.
Divvy - Always Great Service with an Excellent App.
My favorite parts of the ability to create burner cards and virtual cards that I can give to interns or other people without having to give them my credit card to use.
Great free resource that provides spend tracking, budget management, and accounting software integration.
Divvy integrates with Quickbooks which is super helpful. Divvy rewards program fits our organization much better than previous rewards programs.
We very frequently (more than once per week, have charges declined when paying our vendors. The ACH and Bill Pay process work very, badly.
Very user friendly and the ability to track and capture departmental expenditures is excellent. Customer service is always available and very helpful when I call.
The only complaint I have at this point is that we cannot set limits for receipts.
Stable, secure, and very intuitive app that helps you to track all the receipts. The ability to issue virtual cards.
A little hard to figure out how budgets and card limits and other maximums interact. What they also really need to add: vendor restriction.
Adoption was super easy, even for the people that didn't have the old software straight 2 years in. This has even made communications between regions and the National office more fun.
The only downside to the software is how long it takes to get a new or replacement card.
My overall experience with Divvy has been great. I appreciate the quick and upbeat support and the ease of use for the software itself.
I like the ability to manage budgets, easily make changes to employee accounts, quick on and offboarding. And the online chat help is really responsive and helpful.
I loved that before you even used the software you were walked through the entire program by one of their customer support representatives. It made it super easy to use and understand.
I have been very happy with Divvy. The customer service, the simplicity of the system, the ability to budget are all been what we needed in an expense company credit card system.
It really has been the perfect fit for our company. I would highly recommend it to other companies who use company credit cards.
Budget Controls very good, reporting on users can be improved.
The time-save alone is worth it to us. The cash back and superb customer service is icing on the cake.
Divvy - Always Great Service with an Excellent App.
My favorite parts of the ability to create burner cards and virtual cards that I can give to interns or other people without having to give them my credit card to use.
Great free resource that provides spend tracking, budget management, and accounting software integration.
Syft Analytics logo
4.8
179

The interactive & collaborative financial reporting tool.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.8
Pros and Cons from Syft Analytics users   
avatar
avatar
+15
I also found that it makes all reports look beautiful and professional and I love the additional insights, like the forecasting and KPI's. Once it's setup it's pretty easy to use.
The refresh data feature is very slow and often gets stuck, requiring a page refresh but this just slows things down a bit, it doesn't make it unusable.
It is easy and intuitive to use, they listen to my suggestions in terms of new functionality, and their customer service is great (easy to get hold of, very friendly and professional).
So far nothing because whenever we have a problem it is always fixed straight away.
I like the capability to link with multiple accounting packages. Its great that when you make a suggestion that the Syft team implements the suggestions.
Okay for basic analysis but appears to be limited in functionality.
Everything you need is one one software. Syft is a great tool, very user friendly and lots of amazing integrations, the mobile app is no different, makes my work a hole lot easier on the go.
I don't really have anything I don't like at this stage.
Valuations are a great feature and assumptions are adjustable for specific circumstances. Key indicators are a great plus especially the Benchmarking feature.
Assisted me in making financial reporting to my clients fun and informative and allowing me more time to strategise than to be bogged down with the number crunching.
I absolutely love using Syft, it's such a great product and makes my life much easier.
Visually it looks good and does improve reporting option/Time spend on building reports does take less time.
The integration with online packages such as Sage Online and Xero is helpful. I also enjoy the function of being able to schedule the emailing of reports.
The Software is easily accessible. Easy to understand and very user friendly.
The amount of time this software saves alone makes it worth buying. It is easy to use and Syft has amazing support staff.
After using it for a few years now we can't imagine not using it. The single cost for unlimited companies is an excellent value for us as an accounting firm as we use it for all of our clients.
Simple platform to use for reports. Impressive visualizations.
How easy the product is to use and the pricing.
I also found that it makes all reports look beautiful and professional and I love the additional insights, like the forecasting and KPI's. Once it's setup it's pretty easy to use.
The refresh data feature is very slow and often gets stuck, requiring a page refresh but this just slows things down a bit, it doesn't make it unusable.
It is easy and intuitive to use, they listen to my suggestions in terms of new functionality, and their customer service is great (easy to get hold of, very friendly and professional).
So far nothing because whenever we have a problem it is always fixed straight away.
I like the capability to link with multiple accounting packages. Its great that when you make a suggestion that the Syft team implements the suggestions.
Okay for basic analysis but appears to be limited in functionality.
Everything you need is one one software. Syft is a great tool, very user friendly and lots of amazing integrations, the mobile app is no different, makes my work a hole lot easier on the go.
I don't really have anything I don't like at this stage.
Valuations are a great feature and assumptions are adjustable for specific circumstances. Key indicators are a great plus especially the Benchmarking feature.
Assisted me in making financial reporting to my clients fun and informative and allowing me more time to strategise than to be bogged down with the number crunching.
I absolutely love using Syft, it's such a great product and makes my life much easier.
Visually it looks good and does improve reporting option/Time spend on building reports does take less time.
The integration with online packages such as Sage Online and Xero is helpful. I also enjoy the function of being able to schedule the emailing of reports.
The Software is easily accessible. Easy to understand and very user friendly.
The amount of time this software saves alone makes it worth buying. It is easy to use and Syft has amazing support staff.
After using it for a few years now we can't imagine not using it. The single cost for unlimited companies is an excellent value for us as an accounting firm as we use it for all of our clients.
Simple platform to use for reports. Impressive visualizations.
How easy the product is to use and the pricing.
I also found that it makes all reports look beautiful and professional and I love the additional insights, like the forecasting and KPI's. Once it's setup it's pretty easy to use.
The refresh data feature is very slow and often gets stuck, requiring a page refresh but this just slows things down a bit, it doesn't make it unusable.
It is easy and intuitive to use, they listen to my suggestions in terms of new functionality, and their customer service is great (easy to get hold of, very friendly and professional).
So far nothing because whenever we have a problem it is always fixed straight away.
I like the capability to link with multiple accounting packages. Its great that when you make a suggestion that the Syft team implements the suggestions.
Okay for basic analysis but appears to be limited in functionality.
Everything you need is one one software. Syft is a great tool, very user friendly and lots of amazing integrations, the mobile app is no different, makes my work a hole lot easier on the go.
I don't really have anything I don't like at this stage.
Valuations are a great feature and assumptions are adjustable for specific circumstances. Key indicators are a great plus especially the Benchmarking feature.
Assisted me in making financial reporting to my clients fun and informative and allowing me more time to strategise than to be bogged down with the number crunching.
I absolutely love using Syft, it's such a great product and makes my life much easier.
Visually it looks good and does improve reporting option/Time spend on building reports does take less time.
The integration with online packages such as Sage Online and Xero is helpful. I also enjoy the function of being able to schedule the emailing of reports.
The Software is easily accessible. Easy to understand and very user friendly.
The amount of time this software saves alone makes it worth buying. It is easy to use and Syft has amazing support staff.
After using it for a few years now we can't imagine not using it. The single cost for unlimited companies is an excellent value for us as an accounting firm as we use it for all of our clients.
Simple platform to use for reports. Impressive visualizations.
How easy the product is to use and the pricing.
SaasAnt Transactions logo
4.8
179

Accounting and data entry software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.8
Pros and Cons from SaasAnt Transactions users   
avatar
avatar
avatar
+15
Great experience, great service, they go above and beyond to help their customers. I would HIGHLY recommend.
The license issue was bullshit. I paid the annual fee and got 4 months.
Ease of use of templates... superb and responsive support. Self help document library.
I can't imagine going back to a world without SaasAnt. Our firm was hesitant to use other Import tools as they were very expensive, and we weren't sure we would get the full value out of them.
Super helpful an answered a lot of my questions timely and accurately. Really appreciate the service with SaasAnt.
That said, I have no experience to compare products.
Impressive tool and good customer support, we're definitely considering it to implement between shopify and QB desktop.
The templates allow entries that will give you an error.
Excellent product - excellent support -[SENSITIVE CONTENT] was super helpful.
I like that it has a modern interface (it's similar to Windows 10 applications not a Windows 95 application, like some of the other tools out there).
Ease of Use, great pricing, great support via phone or webchat.
The customer service team is awesome, always answer my questions on time and solve the problem. Best QB transaction software I can find.
Ease of use is most important and it does exactly what I need it to do at a reasonable cost.
Staff who are helpful and a good quality product.
I like the immediate help desk office hours. After hours support is quick if message is left.
It's so versatile and allows you to do basically anything you need to do as far as Quickbooks integrations. They are so helpful that they updated the software for something I needed specifically.
Product seems easy to use, once you master the mapping.
Easy integration between Excel and Quick books online.
Great experience, great service, they go above and beyond to help their customers. I would HIGHLY recommend.
The license issue was bullshit. I paid the annual fee and got 4 months.
Ease of use of templates... superb and responsive support. Self help document library.
I can't imagine going back to a world without SaasAnt. Our firm was hesitant to use other Import tools as they were very expensive, and we weren't sure we would get the full value out of them.
Super helpful an answered a lot of my questions timely and accurately. Really appreciate the service with SaasAnt.
That said, I have no experience to compare products.
Impressive tool and good customer support, we're definitely considering it to implement between shopify and QB desktop.
The templates allow entries that will give you an error.
Excellent product - excellent support -[SENSITIVE CONTENT] was super helpful.
I like that it has a modern interface (it's similar to Windows 10 applications not a Windows 95 application, like some of the other tools out there).
Ease of Use, great pricing, great support via phone or webchat.
The customer service team is awesome, always answer my questions on time and solve the problem. Best QB transaction software I can find.
Ease of use is most important and it does exactly what I need it to do at a reasonable cost.
Staff who are helpful and a good quality product.
I like the immediate help desk office hours. After hours support is quick if message is left.
It's so versatile and allows you to do basically anything you need to do as far as Quickbooks integrations. They are so helpful that they updated the software for something I needed specifically.
Product seems easy to use, once you master the mapping.
Easy integration between Excel and Quick books online.
Great experience, great service, they go above and beyond to help their customers. I would HIGHLY recommend.
The license issue was bullshit. I paid the annual fee and got 4 months.
Ease of use of templates... superb and responsive support. Self help document library.
I can't imagine going back to a world without SaasAnt. Our firm was hesitant to use other Import tools as they were very expensive, and we weren't sure we would get the full value out of them.
Super helpful an answered a lot of my questions timely and accurately. Really appreciate the service with SaasAnt.
That said, I have no experience to compare products.
Impressive tool and good customer support, we're definitely considering it to implement between shopify and QB desktop.
The templates allow entries that will give you an error.
Excellent product - excellent support -[SENSITIVE CONTENT] was super helpful.
I like that it has a modern interface (it's similar to Windows 10 applications not a Windows 95 application, like some of the other tools out there).
Ease of Use, great pricing, great support via phone or webchat.
The customer service team is awesome, always answer my questions on time and solve the problem. Best QB transaction software I can find.
Ease of use is most important and it does exactly what I need it to do at a reasonable cost.
Staff who are helpful and a good quality product.
I like the immediate help desk office hours. After hours support is quick if message is left.
It's so versatile and allows you to do basically anything you need to do as far as Quickbooks integrations. They are so helpful that they updated the software for something I needed specifically.
Product seems easy to use, once you master the mapping.
Easy integration between Excel and Quick books online.
Karbon logo
4.7
168

Practice management for connected firms.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.8
Pros and Cons from Karbon users   
avatar
avatar
avatar
+15
Its better than its competitors. Great customer support - online support is super quick.
The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.
Karbon is right at the top - best software available - permanently developing and adding features - super support.
Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.
The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.
Not being able to integrate with my Calendar, thus I still need to open Outlook daily. Inability for my delegates of my Mailbox to have access in Karbon.
There is no huge learning curve and even if you do need help the Support is fantastic.
It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work.
It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do.
Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features. I do need to mention that the customer support is excellent.
Team collaboration is very good especially at the task level. Mostly great utilization of screen realestate.
Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience.
I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.
Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up.
They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.
The best tool for accountants, with great support.
The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines.
Integrates well with many apps, including Zapier. Like being able to switch between kanban and list view for work overview.
Its better than its competitors. Great customer support - online support is super quick.
The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.
Karbon is right at the top - best software available - permanently developing and adding features - super support.
Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.
The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.
Not being able to integrate with my Calendar, thus I still need to open Outlook daily. Inability for my delegates of my Mailbox to have access in Karbon.
There is no huge learning curve and even if you do need help the Support is fantastic.
It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work.
It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do.
Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features. I do need to mention that the customer support is excellent.
Team collaboration is very good especially at the task level. Mostly great utilization of screen realestate.
Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience.
I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.
Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up.
They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.
The best tool for accountants, with great support.
The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines.
Integrates well with many apps, including Zapier. Like being able to switch between kanban and list view for work overview.
Its better than its competitors. Great customer support - online support is super quick.
The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.
Karbon is right at the top - best software available - permanently developing and adding features - super support.
Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.
The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.
Not being able to integrate with my Calendar, thus I still need to open Outlook daily. Inability for my delegates of my Mailbox to have access in Karbon.
There is no huge learning curve and even if you do need help the Support is fantastic.
It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work.
It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do.
Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features. I do need to mention that the customer support is excellent.
Team collaboration is very good especially at the task level. Mostly great utilization of screen realestate.
Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience.
I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.
Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up.
They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.
The best tool for accountants, with great support.
The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines.
Integrates well with many apps, including Zapier. Like being able to switch between kanban and list view for work overview.
vcita logo
4.5
254

vcita: Build a business you’re proud of.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.2
Pros and Cons from vcita users   
avatar
+15
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
I loved that all of the scheduling and finance management was transferred online, as this administration side 2as a part of the business that I wasn't enjoying, but was also taking a lot of time.
This avoids many internal developments that are often inefficient or very costly.
Robust, all inclusive system, with outstanding customer support.
No Vcita no business for me. They have no live support, I've hated this from day 1.
I love the simplicity and functionality of this product.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
I like the ease of use and the time efficiency that this software has brought into the administrative aspects of my ministry.
My plug in from them runs on Wordpress. When you can't fix the Vcita plugin for Wordpress in 6 weeks I think you've got some bigger problems.
I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Overall, the Vcita team takes care of their customers, they listen and they are helpful.
Excellent Customer Service & Many Great Features.
I am very happy with Vcita and how it makes managing my business easier.
I actually recommend it to all of my peers in the industry.
Vcita easily integrated with my website. My clients love using it to upload documents, send messages and make payments.
The extra efficiency with VCita at an affordable cost.
Easy to use; integrated approach to my schedule, identifying clients and invoicing.
The Ease of Use has become somewhat of a challenge.
Very easy to use platform and interface. Simple process to implement on Wordpress website.
Canopy logo
4.5
221

Practice management software for accounting firms

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.4
Pros and Cons from Canopy users   
avatar
avatar
avatar
+15
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.
Customer Service is Terribly - This Company is too new to meet deadlines.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.
Inability to print notes. Search engine is limited.
It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.
Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files.
Its easy to use, helps me save and my clients love it.
I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms.
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review.
What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.
I like the flexibility of being able to work with this software from everywhere and the options to pull info from other systems into it.
Pulling IRS transcripts using this software is a dream.
It does take some time to get everything integrated. But the savings in time and money is well worth it.
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.
Customer Service is Terribly - This Company is too new to meet deadlines.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.
Inability to print notes. Search engine is limited.
It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.
Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files.
Its easy to use, helps me save and my clients love it.
I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms.
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review.
What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.
I like the flexibility of being able to work with this software from everywhere and the options to pull info from other systems into it.
Pulling IRS transcripts using this software is a dream.
It does take some time to get everything integrated. But the savings in time and money is well worth it.
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.
Customer Service is Terribly - This Company is too new to meet deadlines.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.
Inability to print notes. Search engine is limited.
It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.
Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files.
Its easy to use, helps me save and my clients love it.
I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms.
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review.
What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.
I like the flexibility of being able to work with this software from everywhere and the options to pull info from other systems into it.
Pulling IRS transcripts using this software is a dream.
It does take some time to get everything integrated. But the savings in time and money is well worth it.
Melio logo
4.2
369

Accounts payable for small businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.1
    Customer support
    4.0
Pros and Cons from Melio users   
+15
The ease of set up and implemenation on this software is outstanding. The immediate synch with Quickbooks has been a time saver.
That should have been a warning sign. Then I tried to send my first payment to my vendor, and when I did it said the payment failed and I needed to contact compliance, with no additional information.
I have been extremely happy with the ability to have payments come directly into my bank account from the customer, and the fees are fair.
Terrible customer service, never heard back on 5+ emails, and the customer service rep told me to just email again.
Is easy to set up, easy to use, clean and smooth for our customers, and the best it is free for our customers to send ACH.
Very poor support, I am extremely disappointed.
You really can't beat that with a stick. It's great for paying things like Building Rent that needs a check or any other bill that does not accept cards at all.
You are truly own your own with the platform and service. Melio also has no phone number, and eventually will stop responding.
Melio is super easy to set up and use. The integration is fast and simple, and works reliably.
Nightmare experience followed by horrible support - run away fast.
I am happy with the product, especially since it is free for the functionality I am using it for.
Do you have the option to integrate it with your QuickBooks or use it as a standalone product which is great.
Customer service is second to none. You really get the sense that the people speaking to you care about the product and care about how you are using it.
Modern, ease of use, could be useful and a good idea.
As a small business owner my time is limited and I love that Melio feels like my partner.
Straight to the point - it simply and effectively works.
Melio makes payment processing easy and what makes it stand out from the rest are its price point (free) and the added credit card processing option.
Inexpensive and effective way to get paid by my clients.
The ease of set up and implemenation on this software is outstanding. The immediate synch with Quickbooks has been a time saver.
That should have been a warning sign. Then I tried to send my first payment to my vendor, and when I did it said the payment failed and I needed to contact compliance, with no additional information.
I have been extremely happy with the ability to have payments come directly into my bank account from the customer, and the fees are fair.
Terrible customer service, never heard back on 5+ emails, and the customer service rep told me to just email again.
Is easy to set up, easy to use, clean and smooth for our customers, and the best it is free for our customers to send ACH.
Very poor support, I am extremely disappointed.
You really can't beat that with a stick. It's great for paying things like Building Rent that needs a check or any other bill that does not accept cards at all.
You are truly own your own with the platform and service. Melio also has no phone number, and eventually will stop responding.
Melio is super easy to set up and use. The integration is fast and simple, and works reliably.
Nightmare experience followed by horrible support - run away fast.
I am happy with the product, especially since it is free for the functionality I am using it for.
Do you have the option to integrate it with your QuickBooks or use it as a standalone product which is great.
Customer service is second to none. You really get the sense that the people speaking to you care about the product and care about how you are using it.
Modern, ease of use, could be useful and a good idea.
As a small business owner my time is limited and I love that Melio feels like my partner.
Straight to the point - it simply and effectively works.
Melio makes payment processing easy and what makes it stand out from the rest are its price point (free) and the added credit card processing option.
Inexpensive and effective way to get paid by my clients.
The ease of set up and implemenation on this software is outstanding. The immediate synch with Quickbooks has been a time saver.
That should have been a warning sign. Then I tried to send my first payment to my vendor, and when I did it said the payment failed and I needed to contact compliance, with no additional information.
I have been extremely happy with the ability to have payments come directly into my bank account from the customer, and the fees are fair.
Terrible customer service, never heard back on 5+ emails, and the customer service rep told me to just email again.
Is easy to set up, easy to use, clean and smooth for our customers, and the best it is free for our customers to send ACH.
Very poor support, I am extremely disappointed.
You really can't beat that with a stick. It's great for paying things like Building Rent that needs a check or any other bill that does not accept cards at all.
You are truly own your own with the platform and service. Melio also has no phone number, and eventually will stop responding.
Melio is super easy to set up and use. The integration is fast and simple, and works reliably.
Nightmare experience followed by horrible support - run away fast.
I am happy with the product, especially since it is free for the functionality I am using it for.
Do you have the option to integrate it with your QuickBooks or use it as a standalone product which is great.
Customer service is second to none. You really get the sense that the people speaking to you care about the product and care about how you are using it.
Modern, ease of use, could be useful and a good idea.
As a small business owner my time is limited and I love that Melio feels like my partner.
Straight to the point - it simply and effectively works.
Melio makes payment processing easy and what makes it stand out from the rest are its price point (free) and the added credit card processing option.
Inexpensive and effective way to get paid by my clients.
Financial Cents logo
4.8
120

Practice management software for accounting firms

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.9
    Features
    4.6
    Customer support
    4.8
Pros and Cons from Financial Cents users   
avatar
+15
I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.
Thus confusing the client before we even get to work on them.
Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.
So much wasted time is now a thing of the past.
Resolved with the notifications and better abilities to filter down on dashboard views.
The fact we have to pay per user. It could get expensive if I hire too many employees.
The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support.
We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure.
Financial Cents is very intuitive, great UI, ease of set up and use for a good price.
It is straightforward and easy to use, with really helpful training videos and excellent customer service. CRM data integrates with QBO to ensure client data is up to date.
In addition, support from Financial Cents is excellent and very responsive.
Implementation and transition were smooth and easy. Customer service is friendly, quick to respond, and always welcomes feedback.
The website is easy to set up and use. I like that the software in constantly being improved and the developers communicate continuously with users (via FB group) re: developments, etc.
Easy to use very with great interface with QBO.
Easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.
I like that it notifies users when you have a task ready for you. That you can create dependencies on other task and how intuitive the software is.
The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style.
I like the task and document sharing features. The support team is always available to answer any questions I might have.
I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.
Thus confusing the client before we even get to work on them.
Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.
So much wasted time is now a thing of the past.
Resolved with the notifications and better abilities to filter down on dashboard views.
The fact we have to pay per user. It could get expensive if I hire too many employees.
The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support.
We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure.
Financial Cents is very intuitive, great UI, ease of set up and use for a good price.
It is straightforward and easy to use, with really helpful training videos and excellent customer service. CRM data integrates with QBO to ensure client data is up to date.
In addition, support from Financial Cents is excellent and very responsive.
Implementation and transition were smooth and easy. Customer service is friendly, quick to respond, and always welcomes feedback.
The website is easy to set up and use. I like that the software in constantly being improved and the developers communicate continuously with users (via FB group) re: developments, etc.
Easy to use very with great interface with QBO.
Easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.
I like that it notifies users when you have a task ready for you. That you can create dependencies on other task and how intuitive the software is.
The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style.
I like the task and document sharing features. The support team is always available to answer any questions I might have.
I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.
Thus confusing the client before we even get to work on them.
Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.
So much wasted time is now a thing of the past.
Resolved with the notifications and better abilities to filter down on dashboard views.
The fact we have to pay per user. It could get expensive if I hire too many employees.
The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support.
We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure.
Financial Cents is very intuitive, great UI, ease of set up and use for a good price.
It is straightforward and easy to use, with really helpful training videos and excellent customer service. CRM data integrates with QBO to ensure client data is up to date.
In addition, support from Financial Cents is excellent and very responsive.
Implementation and transition were smooth and easy. Customer service is friendly, quick to respond, and always welcomes feedback.
The website is easy to set up and use. I like that the software in constantly being improved and the developers communicate continuously with users (via FB group) re: developments, etc.
Easy to use very with great interface with QBO.
Easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.
I like that it notifies users when you have a task ready for you. That you can create dependencies on other task and how intuitive the software is.
The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style.
I like the task and document sharing features. The support team is always available to answer any questions I might have.
Sage Accounting logo
4.2
322

Cloud Accounting for Small Businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.1
    Customer support
    3.9
Pros and Cons from Sage Accounting users   
avatar
avatar
avatar
+15
The ability to integrate with other Sage solutions was great. We had some other 3rd party solutions which needed to be integrated and the ISV already had integration points available.
Sage Customer Service is terrible, they will charge you for things you don't use or pay for and not refund you.
Customer support is excellent with knowledgeable and helpful staff. Attractive screens and easy to understand.
You can be confused sometimes because all the windows are similar.
This Pastel My Business Online is definitely the best user friendly most cost effective comprehensive online package for nearly all Small Businesses or individuals anywhere.
There is also a lot of downtime which can be highly inconvenient.
Sage Business Cloud Accounting is very user friendly and has great functions thanks to being in the cloud.
No email regarding trial ending and unable to run reports.
Banking integration is very useful, and it is nice to be able to track transactions easily. The reports available are clear and concise.
Billing… it's basic and doubtful debt, therefore unpaid invoices, are impossible to account according to the accounting laws.
But when we subscribe Cloud service it's so much secure and easy. Our all data is fully secure on the sage cloud.
I'm happy with it, with good wifi there is no lagging and it is inexpensive.
Great simple and easy to use accounts software. Can incorporate PAYE, CIS payments and it has HMRC reporting built in.
Overall speaking, this is an excellent accounting software for small businesses.
Very easy to use and always asks if you are sure you want to do something. The steps are very easy to follow.
This software is very easy to use and easy to get support. It takes you through the steps and if you haven't done what needs to be done it will tell you.
Improved Productivity across the business with everyone using the same system.
Banking automation, easy, quick to upload and automation of the ledger.
The ability to integrate with other Sage solutions was great. We had some other 3rd party solutions which needed to be integrated and the ISV already had integration points available.
Sage Customer Service is terrible, they will charge you for things you don't use or pay for and not refund you.
Customer support is excellent with knowledgeable and helpful staff. Attractive screens and easy to understand.
You can be confused sometimes because all the windows are similar.
This Pastel My Business Online is definitely the best user friendly most cost effective comprehensive online package for nearly all Small Businesses or individuals anywhere.
There is also a lot of downtime which can be highly inconvenient.
Sage Business Cloud Accounting is very user friendly and has great functions thanks to being in the cloud.
No email regarding trial ending and unable to run reports.
Banking integration is very useful, and it is nice to be able to track transactions easily. The reports available are clear and concise.
Billing… it's basic and doubtful debt, therefore unpaid invoices, are impossible to account according to the accounting laws.
But when we subscribe Cloud service it's so much secure and easy. Our all data is fully secure on the sage cloud.
I'm happy with it, with good wifi there is no lagging and it is inexpensive.
Great simple and easy to use accounts software. Can incorporate PAYE, CIS payments and it has HMRC reporting built in.
Overall speaking, this is an excellent accounting software for small businesses.
Very easy to use and always asks if you are sure you want to do something. The steps are very easy to follow.
This software is very easy to use and easy to get support. It takes you through the steps and if you haven't done what needs to be done it will tell you.
Improved Productivity across the business with everyone using the same system.
Banking automation, easy, quick to upload and automation of the ledger.
The ability to integrate with other Sage solutions was great. We had some other 3rd party solutions which needed to be integrated and the ISV already had integration points available.
Sage Customer Service is terrible, they will charge you for things you don't use or pay for and not refund you.
Customer support is excellent with knowledgeable and helpful staff. Attractive screens and easy to understand.
You can be confused sometimes because all the windows are similar.
This Pastel My Business Online is definitely the best user friendly most cost effective comprehensive online package for nearly all Small Businesses or individuals anywhere.
There is also a lot of downtime which can be highly inconvenient.
Sage Business Cloud Accounting is very user friendly and has great functions thanks to being in the cloud.
No email regarding trial ending and unable to run reports.
Banking integration is very useful, and it is nice to be able to track transactions easily. The reports available are clear and concise.
Billing… it's basic and doubtful debt, therefore unpaid invoices, are impossible to account according to the accounting laws.
But when we subscribe Cloud service it's so much secure and easy. Our all data is fully secure on the sage cloud.
I'm happy with it, with good wifi there is no lagging and it is inexpensive.
Great simple and easy to use accounts software. Can incorporate PAYE, CIS payments and it has HMRC reporting built in.
Overall speaking, this is an excellent accounting software for small businesses.
Very easy to use and always asks if you are sure you want to do something. The steps are very easy to follow.
This software is very easy to use and easy to get support. It takes you through the steps and if you haven't done what needs to be done it will tell you.
Improved Productivity across the business with everyone using the same system.
Banking automation, easy, quick to upload and automation of the ledger.
RynohLive logo
4.8
96

Real estate reconciliation automation platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.8
    Customer support
    4.8
Pros and Cons from RynohLive users   
+15
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
FloQast logo
4.9
90

Accounting automation solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.7
    Customer support
    4.9
Pros and Cons from FloQast users   
avatar
avatar
+15
FloQast has been a great partner helping us from implementing the software to continuous improvements based on our feedback. The Software has been extremely user friendly and easy to work with.
The biggest downside for our use of the system has been the inability to separate reviewer and preparer from having something due.
Aside from how much we are utilizing the product, we also have had the pleasure of working with a great team at FloQast who have provided excellent customer service.
I've had a lot of syncing issues, which can be very frustrating when the software isn't recognizing files or files don't show up.
The sorting feature is great. I enjoy the ability to be able to see what I have due and whether or not it is complete.
Many accountants try to argue that, due to time constraints, this is just not possible. Many accountants are wrong.
The customer support team is fantastic- very helpful and the response time is instantaneous.
I can't think of one thing that I dislike about FloQast.
The look of the interface is really clean and easy to use. We like using it a lot for our monthly accounting close to keep on top of everything.
What I appreciated the most was ease of setup and use. Makes it very easy to create buy-in with your teams to use the software.
Most of our systems are on the cloud and this software fit in perfectly.
We have been working with #FloQast for about 6 months now and this is one of the best investments we have made.
There are many things to love about the software.
I really like the Flux Analysis as helps us dig into potential errors with coding of bills and shows variances in a clear and concise format.
I was not available for the initial release and training, and still found it very end-user friendly. I now use FloQast extensively and am working with my supervisor to add more to the program.
The reconciliation tool integrates with NetSuite to identify unreconciled accounts and whether all the recons have been prepared, using a completeness check.
If I have comments, I simply put those in FloQast and can see the progress and responses. Our close time and costs are cut down by almost one-third.
It also clearly links workpapers to tasks, and then further links workpapers to your integrated GL to easily tie out/reconcile account balances.
FloQast has been a great partner helping us from implementing the software to continuous improvements based on our feedback. The Software has been extremely user friendly and easy to work with.
The biggest downside for our use of the system has been the inability to separate reviewer and preparer from having something due.
Aside from how much we are utilizing the product, we also have had the pleasure of working with a great team at FloQast who have provided excellent customer service.
I've had a lot of syncing issues, which can be very frustrating when the software isn't recognizing files or files don't show up.
The sorting feature is great. I enjoy the ability to be able to see what I have due and whether or not it is complete.
Many accountants try to argue that, due to time constraints, this is just not possible. Many accountants are wrong.
The customer support team is fantastic- very helpful and the response time is instantaneous.
I can't think of one thing that I dislike about FloQast.
The look of the interface is really clean and easy to use. We like using it a lot for our monthly accounting close to keep on top of everything.
What I appreciated the most was ease of setup and use. Makes it very easy to create buy-in with your teams to use the software.
Most of our systems are on the cloud and this software fit in perfectly.
We have been working with #FloQast for about 6 months now and this is one of the best investments we have made.
There are many things to love about the software.
I really like the Flux Analysis as helps us dig into potential errors with coding of bills and shows variances in a clear and concise format.
I was not available for the initial release and training, and still found it very end-user friendly. I now use FloQast extensively and am working with my supervisor to add more to the program.
The reconciliation tool integrates with NetSuite to identify unreconciled accounts and whether all the recons have been prepared, using a completeness check.
If I have comments, I simply put those in FloQast and can see the progress and responses. Our close time and costs are cut down by almost one-third.
It also clearly links workpapers to tasks, and then further links workpapers to your integrated GL to easily tie out/reconcile account balances.
FloQast has been a great partner helping us from implementing the software to continuous improvements based on our feedback. The Software has been extremely user friendly and easy to work with.
The biggest downside for our use of the system has been the inability to separate reviewer and preparer from having something due.
Aside from how much we are utilizing the product, we also have had the pleasure of working with a great team at FloQast who have provided excellent customer service.
I've had a lot of syncing issues, which can be very frustrating when the software isn't recognizing files or files don't show up.
The sorting feature is great. I enjoy the ability to be able to see what I have due and whether or not it is complete.
Many accountants try to argue that, due to time constraints, this is just not possible. Many accountants are wrong.
The customer support team is fantastic- very helpful and the response time is instantaneous.
I can't think of one thing that I dislike about FloQast.
The look of the interface is really clean and easy to use. We like using it a lot for our monthly accounting close to keep on top of everything.
What I appreciated the most was ease of setup and use. Makes it very easy to create buy-in with your teams to use the software.
Most of our systems are on the cloud and this software fit in perfectly.
We have been working with #FloQast for about 6 months now and this is one of the best investments we have made.
There are many things to love about the software.
I really like the Flux Analysis as helps us dig into potential errors with coding of bills and shows variances in a clear and concise format.
I was not available for the initial release and training, and still found it very end-user friendly. I now use FloQast extensively and am working with my supervisor to add more to the program.
The reconciliation tool integrates with NetSuite to identify unreconciled accounts and whether all the recons have been prepared, using a completeness check.
If I have comments, I simply put those in FloQast and can see the progress and responses. Our close time and costs are cut down by almost one-third.
It also clearly links workpapers to tasks, and then further links workpapers to your integrated GL to easily tie out/reconcile account balances.
IRS Solutions Software logo
4.8
78

Tax resolution and IRS notice/alert software for tax pros.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.7
    Customer support
    4.9
Pros and Cons from IRS Solutions Software users   
avatar
avatar
+15
The most useful tool for me is the quick diagnostic. It is only a guide, but can help point me in the right direction from the start.
Any issues had were all user error on our end.
I like that I can email templates to clients or potential clients along with them completing the 403 online and it helps identify the best opportunity for a client to reduce their lien.
Not a fault of the software, but the IRS is broken. It takes the IRS months to process Form 2848, and I can access e-services on one of my computers but not on the other.
Also needing to be mentioned is the I have received from the staff at IRS Solutions, namely [SENSITIVE CONTENT. I have called with questions and the support I received was outstanding.
IRS Solutions takes the Guesswork out of IRS Problem Management.
The support team is awesome. They will help you out whenever you get into a bind.
I understand why the two-factor authentication exists, but I don't like it.
They are extremely knowledgeable, very pleasant and want to go the extra mile to help. I could not speak more highly of this product or the company.
IRS Solutions Software- Awesome Software Tool for Successful IRS Outcomes.
The software tool is easy to utilize, and the wealth of information shared via the various notices issued and response that the IRS is looking for to be made has been priceless to me.
I am very satisfied with my investment in this Software Tool. The software helps in understanding the forms and letters needed to properly advocate for your client.
I like the interface, easy to navigate and easy on the eyes.
The most impactful features are the POA upload and the integration of the IRS system. We love all the forms and the organization of the forms.
I like the ease of use as you can switch between the various 433 forms and I especially like the Bankruptcy and CSED calculators.
Easy to follows, prompt quality customer service, easy how to complete info in Forms.
Ease of use and getting started makes the product.
The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.
The most useful tool for me is the quick diagnostic. It is only a guide, but can help point me in the right direction from the start.
Any issues had were all user error on our end.
I like that I can email templates to clients or potential clients along with them completing the 403 online and it helps identify the best opportunity for a client to reduce their lien.
Not a fault of the software, but the IRS is broken. It takes the IRS months to process Form 2848, and I can access e-services on one of my computers but not on the other.
Also needing to be mentioned is the I have received from the staff at IRS Solutions, namely [SENSITIVE CONTENT. I have called with questions and the support I received was outstanding.
IRS Solutions takes the Guesswork out of IRS Problem Management.
The support team is awesome. They will help you out whenever you get into a bind.
I understand why the two-factor authentication exists, but I don't like it.
They are extremely knowledgeable, very pleasant and want to go the extra mile to help. I could not speak more highly of this product or the company.
IRS Solutions Software- Awesome Software Tool for Successful IRS Outcomes.
The software tool is easy to utilize, and the wealth of information shared via the various notices issued and response that the IRS is looking for to be made has been priceless to me.
I am very satisfied with my investment in this Software Tool. The software helps in understanding the forms and letters needed to properly advocate for your client.
I like the interface, easy to navigate and easy on the eyes.
The most impactful features are the POA upload and the integration of the IRS system. We love all the forms and the organization of the forms.
I like the ease of use as you can switch between the various 433 forms and I especially like the Bankruptcy and CSED calculators.
Easy to follows, prompt quality customer service, easy how to complete info in Forms.
Ease of use and getting started makes the product.
The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.
The most useful tool for me is the quick diagnostic. It is only a guide, but can help point me in the right direction from the start.
Any issues had were all user error on our end.
I like that I can email templates to clients or potential clients along with them completing the 403 online and it helps identify the best opportunity for a client to reduce their lien.
Not a fault of the software, but the IRS is broken. It takes the IRS months to process Form 2848, and I can access e-services on one of my computers but not on the other.
Also needing to be mentioned is the I have received from the staff at IRS Solutions, namely [SENSITIVE CONTENT. I have called with questions and the support I received was outstanding.
IRS Solutions takes the Guesswork out of IRS Problem Management.
The support team is awesome. They will help you out whenever you get into a bind.
I understand why the two-factor authentication exists, but I don't like it.
They are extremely knowledgeable, very pleasant and want to go the extra mile to help. I could not speak more highly of this product or the company.
IRS Solutions Software- Awesome Software Tool for Successful IRS Outcomes.
The software tool is easy to utilize, and the wealth of information shared via the various notices issued and response that the IRS is looking for to be made has been priceless to me.
I am very satisfied with my investment in this Software Tool. The software helps in understanding the forms and letters needed to properly advocate for your client.
I like the interface, easy to navigate and easy on the eyes.
The most impactful features are the POA upload and the integration of the IRS system. We love all the forms and the organization of the forms.
I like the ease of use as you can switch between the various 433 forms and I especially like the Bankruptcy and CSED calculators.
Easy to follows, prompt quality customer service, easy how to complete info in Forms.
Ease of use and getting started makes the product.
The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.
BrightManager logo
4.9
58

Automate your admin with BrightManager

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.8
Pros and Cons from BrightManager users   
+13
Solved admin and time constraints of chasing clients. Allowing me to keep on top of deadlines and onboard so effortlessly has been amazing.
Bit confusing setting up linked client self assessments at first.
The time record is brilliant and we can charge precisily and see how affective the staff are being. The customer service is fantastic.
No link to submit Confirmation Statements to Co Hse.
Excellent and speedy support. The software does what you need it to do and is not big and bloated like other packages.
Sometimes the functionality is a bit too rigid for differing clients mainly on the LOE.
They are always willing to help. The software has great features and provides all the information we require.
I don't like not being able to pause a task for when I have to take a telephone call.
The software ensures that the practice can comply with the GDPR legislation, and the portal is a great secure area for transfer of files both from the practice to the client and vice versa.
It is very easy to use and intuitive. The cost is more than reasonable and the support is excellent.
The software is easy to set up and is user friendly. You can save all your deadlines, references and customer information in one place.
The really good thing is that they have tasks. The program generates deadlines and you can update progress and add a note.
Functionality, reliability and excellent customer service.
Ease of use - it does all the essentials straight out of the box without the need for lots of customisation. Easy to import existing clients using spreadsheets.
The money laundering section is also very good to have on record and the HMRC authentication is handy to use and saves time.
It is a great database making finding that key piece of information a quick exercise rather than raiding through files.
Solved admin and time constraints of chasing clients. Allowing me to keep on top of deadlines and onboard so effortlessly has been amazing.
Bit confusing setting up linked client self assessments at first.
The time record is brilliant and we can charge precisily and see how affective the staff are being. The customer service is fantastic.
No link to submit Confirmation Statements to Co Hse.
Excellent and speedy support. The software does what you need it to do and is not big and bloated like other packages.
Sometimes the functionality is a bit too rigid for differing clients mainly on the LOE.
They are always willing to help. The software has great features and provides all the information we require.
I don't like not being able to pause a task for when I have to take a telephone call.
The software ensures that the practice can comply with the GDPR legislation, and the portal is a great secure area for transfer of files both from the practice to the client and vice versa.
It is very easy to use and intuitive. The cost is more than reasonable and the support is excellent.
The software is easy to set up and is user friendly. You can save all your deadlines, references and customer information in one place.
The really good thing is that they have tasks. The program generates deadlines and you can update progress and add a note.
Functionality, reliability and excellent customer service.
Ease of use - it does all the essentials straight out of the box without the need for lots of customisation. Easy to import existing clients using spreadsheets.
The money laundering section is also very good to have on record and the HMRC authentication is handy to use and saves time.
It is a great database making finding that key piece of information a quick exercise rather than raiding through files.
Solved admin and time constraints of chasing clients. Allowing me to keep on top of deadlines and onboard so effortlessly has been amazing.
Bit confusing setting up linked client self assessments at first.
The time record is brilliant and we can charge precisily and see how affective the staff are being. The customer service is fantastic.
No link to submit Confirmation Statements to Co Hse.
Excellent and speedy support. The software does what you need it to do and is not big and bloated like other packages.
Sometimes the functionality is a bit too rigid for differing clients mainly on the LOE.
They are always willing to help. The software has great features and provides all the information we require.
I don't like not being able to pause a task for when I have to take a telephone call.
The software ensures that the practice can comply with the GDPR legislation, and the portal is a great secure area for transfer of files both from the practice to the client and vice versa.
It is very easy to use and intuitive. The cost is more than reasonable and the support is excellent.
The software is easy to set up and is user friendly. You can save all your deadlines, references and customer information in one place.
The really good thing is that they have tasks. The program generates deadlines and you can update progress and add a note.
Functionality, reliability and excellent customer service.
Ease of use - it does all the essentials straight out of the box without the need for lots of customisation. Easy to import existing clients using spreadsheets.
The money laundering section is also very good to have on record and the HMRC authentication is handy to use and saves time.
It is a great database making finding that key piece of information a quick exercise rather than raiding through files.
OfficeTools logo
4.1
196

Run your tax and accounting practice from a single solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.7
    Ease of use
    3.7
    Features
    4.0
    Customer support
    3.8
Pros and Cons from OfficeTools users   
+15
The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.
Trying to get answers to specific questions is futile. There is no attempt to identify a problem.
Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.
Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.
There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.
It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.
We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.
We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening.
It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.
We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.
We switched to Office Tools to utilize the integrations with Lacerte, Outlook, and Crexendo, and for the ease of use. The contact management is so easy to use.
I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long.
Could be a good product but no customer service to help you realize its potential.
I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes.
Integrated with our tax software and is easy to use.
The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.
Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client.
Too many extra steps required to completely clear something from your view of things to do. Free-flow document management took a bit to get used to over windows folder structure, but very manageable.
The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.
Trying to get answers to specific questions is futile. There is no attempt to identify a problem.
Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.
Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.
There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.
It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.
We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.
We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening.
It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.
We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.
We switched to Office Tools to utilize the integrations with Lacerte, Outlook, and Crexendo, and for the ease of use. The contact management is so easy to use.
I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long.
Could be a good product but no customer service to help you realize its potential.
I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes.
Integrated with our tax software and is easy to use.
The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.
Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client.
Too many extra steps required to completely clear something from your view of things to do. Free-flow document management took a bit to get used to over windows folder structure, but very manageable.
The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing.
Trying to get answers to specific questions is futile. There is no attempt to identify a problem.
Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing.
Cannot use on hosted environment other than cloud9 (which is awful). Price increases over 50% after purchased by Abacus.
There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using.
It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.
We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list.
We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening.
It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.
We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.
We switched to Office Tools to utilize the integrations with Lacerte, Outlook, and Crexendo, and for the ease of use. The contact management is so easy to use.
I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long.
Could be a good product but no customer service to help you realize its potential.
I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes.
Integrated with our tax software and is easy to use.
The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.
Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client.
Too many extra steps required to completely clear something from your view of things to do. Free-flow document management took a bit to get used to over windows folder structure, but very manageable.