All TPS Cloud Axis Reviews
1-25 of 74 Reviews
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Sharla
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
Very Pleased
This has been a breath of fresh air after our last program that overpromised and under delivered. While we are still in the "moving in phase" we are very pleased with all that TPS Cloud can do and are excited to keep learning how it can make our work easier.
PROSIntegration 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 were a priority and this was one of the few programs that offered such a wide variety of reports, not just screen view analytics.
CONSWas worried that there were not many reviews on it, but very pleased that we made the jump.
Reason for choosing TPS Cloud Axis
We had previous experience with TPS desktop and were excited to see all of the upgrades that were available in TPS Cloud.
Reasons for switching to TPS Cloud Axis
They had promised things that were not delivered.
Vendor Response
We are thrilled to hear that you're finding TPS Cloud Axis to be a positive change from your previous program experience. Our team is committed to delivering reliable and impactful solutions that align with your needs. As you continue to explore the platform during this "moving in phase," please know that we're here to support you every step of the way. If you have any questions or need assistance in uncovering more features that can enhance your workflow, please don't hesitate to reach out. We're excited to be a part of making your work more efficient and effective.
Replied August 2023
Karen
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
TPS Cloud Axis for Accounting Practice
We have been using TPS Cloud Axis for approximately 2 years, after using the non-cloud version for 3 years prior. It has been a tremendous asset to our practice and has helped immeasurably. The fact that is a cloud-based system allows us to you it anywhere, which is huge! We didn't realize how much we were underbilling our clients until we were introduced to TPS.
PROSTime tracking for our accountants is of the utmost importance. TPS Cloud Axis has been a lifesaving tool and helps us bill our clients appropriately.
CONSI can't really come up with any cons! We love it!
Reason for choosing TPS Cloud Axis
It was recommended to us by another accounting practice. We did look at other companies and felt that TPS was the most user-friendly option and it had everything we needed.
Vendor Response
We greatly appreciate your feedback Karen! It's wonderful to hear that TPS has been an invaluable asset to your practice and has made a significant difference. Our team is dedicated to providing solutions that truly enhance our clients' operations, and your satisfaction is our ultimate reward. Realizing the extent of underbilling can be a challenging situation, and we're delighted that TPS was able to bring this to your attention. We strive to offer a top-notch solution and services that optimize efficiency and accuracy for our clients. If you have any further questions, feedback, or suggestions, please don't hesitate to reach out. We value your partnership and look forward to continuing to support your practice's success with TPS!
Replied August 2023
Terri
Accounting, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed June 2023
In general, TPS is easy to use. Still many glitches in software though
Easy to use, customer service is always great.
CONSMany glitches, Quarterly Automatic Billing does not work. 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.
Vendor Response
Thank you for taking the time to share your feedback regarding our TPS software. We appreciate your positive comment about its usability. Our team has put a lot of effort into making the software user-friendly, and we're glad to hear that you find it easy to use. We understand that encountering glitches can be frustrating, and we apologize for any inconvenience this may have caused. Our development team is constantly working on improving the software and addressing any issues that arise. We would like to assure you that your feedback has been forwarded to them. Please if the ever occur again, let us know to investigate immediately . To be able to see what is the description of the invoice you may go to the left bar, look for Tools - Templates. Also in Tool -Library of paragraphs you will be able to find you frequently use verbiage for invoice. https://www.youtube.com/watch?v=P2V4mxvdBMo https://www.youtube.com/watch?v=xkyLajCfbk8&list=PLe10xt5Lg8JfvIAX9FsqYZfoP4xSaTpSg&pp=iAQB Thanks
Replied July 2023
Quinton
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
TPS Software Review
I combine TPS with QuickBooks for my billing and invoicing functions and use TPS to monitor my employees time usage. It has been very helpful and the support has been very quick to respond and assist with any problems.
PROSI am able to track the time of five or six employees across my customer base of about 900 clients and their different projects. This is very helpful in invoicing and making sure jobs are profitable and is also a good training tool for employees and time management.
CONSThe negatives about TPS are my own fault as I need to delegate more to employees and load more data to make this program more functional and helpful to me.
Reason for choosing TPS Cloud Axis
I use both, but didn't care for some of the requirements that QB wanted me to do in order to track this information.
Vendor Response
Thank you for sharing your positive experience with our time tracking system! We're thrilled to hear that it has been instrumental in various aspects of your work, from invoicing to ensuring profitability and supporting employee training. Your feedback is truly appreciated, and we're delighted to know that our tool has been beneficial to both you and your team's time management efforts!
Replied July 2023
Charles
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2023
TPS Comments
We are very happy with the program.
PROSAll of the features we are using are very helpful.
CONSMouse usage. It would be faster if there were more hot keys when updating workflow. The save button and next the OK button, if hot keys were made for them it would speed up the process.
Reasons for switching to TPS Cloud Axis
Liked the workflow function, realization reporting, and have several individual tasked all in one program.
Vendor Response
Thank you for sharing your feedback regarding the mouse usage and hot keys for updating workflows. We genuinely appreciate your input, as it helps us identify areas for improvement. Hot Key are currently available only in the time entry section. We understand that efficiency is crucial for your workflow, and we'll certainly take your suggestion into consideration. Implementing additional hot keys for the save and OK buttons could indeed streamline the process and enhance user experience. Since its web base, TPS Axis has a Tab sequence to take you to the next field or Shift+Tab to take you to the previous field. Our development team regularly assesses user feedback to enhance our services. If you have any further questions or concerns, please feel free to reach out. We value your business and are committed to providing the best possible service. Thank you again for taking the time to provide your valuable feedback!
Replied July 2023
Bobby
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
Great Practice Management Tool
We regularly use the workflow management, invoicing and collection module. We have also started using sending emails via TPS
CONSTPS is still a young company a young product so there are always small glitches that requires you to call and get answers for, overall, it works well. Great tool for any CPA firm.
Reasons for switching to TPS Cloud Axis
recommended by another CPA firm
Vendor Response
Thank you for sharing your feedback with us. We appreciate your support as a valued user of TPS Software. While we understand that occasional glitches can be frustrating, it's worth noting that TPS Software has actually been in the industry for over 20 years, and our cloud version was introduced in 2019. While no software is entirely glitch-free, our experienced team is committed to providing prompt and effective support whenever you encounter any issues. We're glad to hear that overall, TPS Software has proven to be a great asset for CPA firms. Your satisfaction is our priority, and we're here to ensure that your experience continues to be positive and productive. If you have any further questions or concerns, please don't hesitate to reach out to us.
Replied August 2023
Terri
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
TPS Cloud Axis Review
We are very basic users. Time input by employees. Invoices input by me and payments input by me. The transition to TPS Cloud was very user friendly.
CONSThere are so many features that do not pertain to us. It would be helpful if I could just put as many e-mails and contacts within the Address tab of the client and not use contacts. I do not contact clients through TPS so this is not really a feature that is convenient for me.
Vendor Response
Thank you for sharing your feedback on the transition to TPS Cloud. I'm pleased to hear that the system has been user-friendly and has eased our workflow as a team. Simplifying time input for employees and streamlining the invoicing and payment processes are significant improvements that can save time and reduce the chances of errors. A far as the contacts, we have made important improvements to our system regarding the Contacts and Email address section in TPS Cloud Axis. Emails will now be stored in the Contacts tab. We will create a ticket to has some one from support reach out and explain in detail.
Replied July 2023
Melyssa
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed August 2023
Great Software
As an employee, I use the Workflow portion of TPS the most, and it is such a useful tool! I love that we can update the status of a file as well as indicate notes in the same area. It keeps everything in one place and lets me quickly review where my current workload sits. I also really enjoy being able to reassign the task to another team member as needed for reviewing or delegating.
CONSNot really a con, but it took me a few months to really familiarize myself with the platform and use it at its full potential. There are so many different features that it takes a while to get used to using all of them. However I did like that there were videos available under most functions to get a better understanding of how to use each section.
Vendor Response
Thank you so much for your feedback! It's great to know that the feature's capability to update file statuses and add notes in one place is making your workload management more streamlined. We're dedicated to providing tools that enhance your efficiency, and we're delighted that you're also benefiting from the task reassignment feature. We understand that mastering all the functionalities can take time, but we're here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out to our customer support team.
Replied August 2023
Barbara
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
TPS desktop software
Tax return tracking and billing.
PROSRecording and categorizing work in TPS allows us to have close to real-time tracking of client work, progress, and planning.
CONSWould like to set up the invoicing so that I could import the bill that Prosystem fx can generate without typing it. Different data points for each client.
Reasons for switching to TPS Cloud Axis
Liked TPS a whole lot better. File in Time had morphed into a project management tool not designed for uor needs.
Vendor Response
We are delighted to hear that you find TPS software beneficial for tracking client work and progress in close to real-time. Please reach us at our toll free number when you are ready to start the conversion to TPS Clouds Axis.
Replied September 2023
Deb
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed May 2023
Time Tracking
overall, good experience
PROSeasy to use, great features, great speed
CONSslow before updates, that I was not getting notifications on.
Vendor Response
Thank you for taking the time to provide feedback on our software. We're sorry to hear that you experienced slow performance and missed notifications before updates. We would like to work with you to investigate this issue and find a solution that meets your needs. Our support team is available to assist you in resolving any technical issues you may be experiencing. Please contact us at your earliest convenience so we can help you get the most out of our product. Thank you for choosing our software, and we appreciate your business.
Replied May 2023
Norman
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Axis
the cloud is the best feature. there are features in the workstation version that made it easier to navigate
CONSbilling, have to search for client after a client is billed.
Reasons for switching to TPS Cloud Axis
Price and ease of use
Vendor Response
We appreciate your valuable feedback! We're delighted to hear that you find the cloud version offers several advantages over the desktop version. Normally after the client is billed you will be able to find the invoice in the Client Inquiry. Our staff has received your request for the the client to remain on the billing screen after they have been billed. We will keep you posted.
Replied August 2023
Frank
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
TPS - A Must for Small Accounting Firms!
Time entry for employees is easy, straightforward and requires very little time. The ability to live-track time has improved time tracking compliance. Billing functionality has transformed how and when we bill. Being able to simply and quickly bill directly from TPS has taken out a lot of manual time calculation and manual billing compilation. For the first time we're actually able to start interim billing our clients, which they actually greatly appreciate as bills are timely for work performed and doesn't end up with one large bill for the year after year end.
CONSThe workflow management could be easier to use, I'm not quite sure how but presently the need to manually click on each individual client in the calendar and select "Done" can be quite cumbersome. As a result we haven't used this functionality yet.
Reason for choosing TPS Cloud Axis
TPS has a better price point, easier functionality and use, a sleeker look, equal if not better functionality (invoice and billing, time tracking, practice management, workflow management) compared to BQE and ImagineTime.
Reasons for switching to TPS Cloud Axis
NewViews is very old and clunky and doesn't have invoicing capability.
Vendor Response
Thank you for your positive feedback! We're thrilled to hear that our time entry system has made it easy and straightforward for employees to track their time, while also improving time tracking compliance. We're glad to know that this has reduced manual time calculation and billing compilation. We acknowledge that usability is a key factor in enhancing the efficiency of our workflow management system. Whish is why end of July we will be releasing a complete different approach to time entry. We will be letting you know once its available.
Replied July 2023
Dianne
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
TPS Axis is a Great Addition to Our Firm Management
We used the TPS Desktop/On Premise software on a file server for 3-4 years and converted to TPS Axis in January 2021. Our staff members think Axis is much easier to use than the Desktop version of TPS was. It has been a wonderful change and I recommend TPS all the time.
PROSWe are primarily using TPS Axis for tracking employee time for payroll and to track client billable hours for invoicing. Our employees love that Axis is cloud-based, so staff can enter their time remotely. We also really like that the client work time sorts by different types of work and that each employee can have multiple billing rates for different types for their work. The reports that I use are easy to read. The conversion from the old version of TPS toTPS Axis was seamless and all of our old data was migrated into Axis in about 2 weeks. It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.
CONSThe report names are confusing because they are all so similar. I have a hard time getting the reports I want, so just use a few that I understand. Giving each of the reports a more unique name would add a huge amount of value for me because I could use the software at a much greater level.
Reason for choosing TPS Cloud Axis
Initially, a software consultant found the original version of TPS after doing research. I was so glad he did.
Reasons for switching to TPS Cloud Axis
We were starting to work remotely, so we were looking for a cloud-based time and billing package.
Vendor Response
Thank you for sharing your positive experience with TPS Axis .We're happy to hear that the cloud-based nature of Axis allows for remote time entry and that your employees find it convenient. We're glad to hear that the conversion from the old version of TPS to TPS Axis was seamless and that all your old data was successfully migrated within a short timeframe. It's fantastic to know that you find the reports easy to read and that you consider TPS Axis to be a great value for the price. Enhancing the clarity and uniqueness of report names is certainly a valuable suggestion. You can always key in the search field the name of the report you would like to find. In the meantime if you need any help finding any reports please let us know.
Replied July 2023
Christine
Accounting, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
One of my favorite programs
After many years of using the on premise version, we switched to cloud axis at the end of last year. The transition was easy and the customer support is phenomenal - by far the best of any program we use. They listen to my feedback and promptly act on it whenever possible. Cloud Axis has simplified my job with its functionality and ease of use.
CONSI do sometimes find it difficult to locate the report that best suits my particular need.
Reason for choosing TPS Cloud Axis
We had begun the transition to Jobs and Billing in iFirm as we were switching our tax software to iFirm Taxprep and found the transition extremely cumbersome. We were already familiar with TPS as we had been using it since 2009 and decided to upgrade to the cloud version.
Vendor Response
Thank you for your feedback! We're happy to hear that your transition to Cloud Axis has been smooth and that you're experiencing exceptional customer support. We take pride in promptly addressing your feedback and continuously improving our services. It's great to know that Cloud Axis has simplified your job and offers the functionality and ease of use you need. We appreciate your continued support and look forward to serving you in the future. We understand that finding the right report can sometimes be challenging. in TPS Axis you are able to type in the search field the name of the report you are looking for to get the best results. Can also add them to your custom favorites folder/subfolders. Our team is here to assist you in locating the report that best suits your specific need
Replied July 2023
Nicole
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
review
Great! 10/10
PROScloud based, no loading time, user friendly, amazing customer service
CONSalready gave suggestions to representative
Reason for choosing TPS Cloud Axis
we are already with TPS desktop version, the other options (CCH iFirm) had a large learning curve, TPS made the process extremely easy.
Vendor Response
Thank you for taking the time to provide feedback on our software. We are thrilled to hear that you find our cloud-based system to be fast and user-friendly, and that you have had a positive experience with our customer service team. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are here to assist you and make your experience as smooth as possible.
Replied May 2023
Kim
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
TPS is a Helpful Tool
This program is a great tool that allows for analysis for time spent, costs to clients and time management. If you are unsure of anything, there are several videos and the support staff is truly exceptional.
CONSThe system has so many different features. If you are scared to push buttons, it can be a little overwhelming but ultimately the support staff and helpful videos are always a great source of information. Being able to import fees that our firms receives from outside sources via an excel spreadsheet that are passed along to our clients would be a great upgrade.
Vendor Response
Thank you for your feedback on our software. We are glad to hear that you appreciate the many different features we offer. We are happy to hear that you have found our support staff and helpful videos to be a great source of information. We strive to make sure our customers feel supported and empowered when using our software, and we are glad to hear that you have found our resources helpful. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are here to assist you and make your experience with our software as smooth as possible.
Replied May 2023
Lisa
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed June 2023
we use the desktop version so some of this does not apply
We are able to track time spent to our corporate clients easily but it is more difficult with T1s that take a very short time and as a result we don't have a clear indication of how much or how little time it took to do one of these returns.'We set a half hour as the minimum to track to an individual and all others goes to a general "taxpayer account"
PROSTime, activity and expense tracking are all we are using it for at the current time. We are an old group and not all are tech savvy and struggle with these few functions.
CONSFinding a client is often difficult in the data base and duplicates are difficult to remove.
Vendor Response
Thank you for sharing your feedback. We understand that adapting to new technologies can be challenging, especially for those who may not be as tech-savvy. We appreciate your efforts in utilizing the time, activity, and expense tracking functions despite the initial struggles. To easily find a client in the client section you may just enter the name of the client you are looking for in the Full name search field. Also at the very top you will see a drop down box called: Active/Inactive. This should help sort down to the clients you are looking for!
Replied July 2023
sollenberger
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY