The three main things I like the most about Practice Ignition are: 1. It's ability to handle complex billing arrangements in a proposal. It is the only platform I have come across that can easily manage up front fees, with recurring billing for a fixed period, and display this easily on a proposal. 2. I love the fact that you can set the proposal to require a credit card or bank details before it is accepted. Practice Ignition then collects the funds for you. One of the most difficult parts of running a service business is getting paid, but with Practice Ignition it takes that all away because the upfront fee is billed on acceptance, then the recurring billable amount is billed as set out in the proposal. It couldn't be easier. 3. The integration Practice Ignition has with Xero and WorkflowMax (XPM) is incredible. Once a proposal is accepted, it creates the job in WorkflowMax based on the job templates you have setup in WorkflowMax, and creates the invoices in Xero. It literally takes all the administration out of running a professional services company.

There are a few features I would like to see Practice Ignition develop, but after speaking with them they are going to push it right up the priority list as they agree. These features are: 1. The ability to create a recurring rate on recurring jobs 2. The ability to set a due date on a job - at the moment this is picked up from the contract end date. My understanding is this will be sorted soon, so by the time you read this it may be sorted!

The team at PI are really helpful, from our initial conversations with them, to onboarding and set up, right through to our firm-wide roll out. They are quick to response to emails and jump on Zoom calls as and when needed. The software itself is easy to use and the UI is intuitive. Its been a learning curve for us around setting up our service library but the team have been on hand to give direction throughout. We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.

This software has helped streamline our service offerings for app advisory service, helped our outline exactly what is involved or included in the scope, and more importantly what isn't. 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. The speed of response from clients is amazing, and the turnaround from offering a service to acceptance and deployment of a job is a game changer for us.

There has been some internal resistance to using the software as accountants like to rely on the old methods of sending out paper forms to get signed off. However, it the app advisory space, we were able to use this to our advantage and get some real traction with the product before starting to roll it out across the more traditional areas of the business.

It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more.

After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning.

A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees.

My biggest pain point is why they hold onto your money for so long before releasing it. If not for the good reviews, I would be nervous to use them for payments. I asked a customer to provide a payment via ACH so that I can get it quickly, it was debited from their account the day of and I have yet to receive my money on day 8 (business day 6). The software is indicating an estimated disbursement on day 9, so that means you may not receive the money into your account until day 10 or 11. In my opinion, this is excessive for an ACH payment and makes me concerned about their ability to manage cash. I have another payment via credit card that was pushed back an additional day and we're on day 7 and I have yet to receive it. If you are tight on managing cash, ask the customer to mail you a check or use QuickBooks for the invoice, you will get your money much faster. There were instances during tax season where I setup a proposal to collect a deposit at proposal acceptance and when it was time to close out the account, it was never charged, so you should double check your invoices. Once you get used to using the product, it is nice to have for proposal management and has an effective dashboard and ease of use to follow up with customers. I have yet to have a dispute from a customer about the contract, so their templates are excellent. The customer names don't integrate well with ProConnect and double your customers, which can be quite annoying.

Professional interface for customers, ease of signing proposals and entering payment details for automatic processing. Dashboard for revenue and proposal management.

Slow to process payments even ACH payments can take 7 business days. I have found that on several occasions that customer tax return deposits were not processed even though it was setup to pay at acceptance. Expensive monthly fee for small firms.

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!

The ability to look and feel like a big professional outfit even when you are a small firm. Our proposals look just as good as any prepared by the mid tier. The automatic billing and collections plus engagement letters and proposals literally save me hours on hours of work!!

The last piece for me is the direct debits in NZ - other than that it's perfect!!

Customer service and help is amazing. Instant replies and support.

The integrations with Karbon and Xero.When a proposal is signed Ignition intelligently creates the predetermined job and contact in Karbon. This allows for a seamless experience and job management. Having engagement letters and the ability to manage payments are also very important and useful.

We would love to be able to automatically on charge bank and card processing charges without having to include this in our proposal. More integrations (without zapier) to software like hubspot. Also an improved integration with Karbon (where we can sync contacts and jobs without having the proposal being accepted).

It is very user-friendly and works amazingly within the Xero ecosystem. Our entire team uses it daily and pairing it with Loom videos it really brings a WOW-factor to our clients. Our Onboarding close rate definitely increased significantly!

It’s not a full fletched CRM like Insightly or Hubspot of course but can’t complain for the subscription price. More reporting around leads tracking and product type sale % will be awesome to have.

Super easy to use, the team are so friendly and supportive, clients find it very professional

We've been using Ignition since 2013 and find it very easy to use. Clients also like the experience, and find it very professional. It's very customisable, allows us to send quotes and proposals very quickly.

Would love pricing to be built into the software. We currently build fee quotes in a google sheet.

Truly fantastic customer support and onboarding support. they have gone way over above and beyond to get us up and running

Deals with onboarding compliance like letter of engagement and taking payment option

no complex billing scheduling (coming soon)

This product has a lot of functionality but the engagement letter process gets an A+. It provides a very professional and polished presentation for our clients. It is also easy to use and implement.

Practice Ignition delivers a professional, eye catching engagement letter quickly and efficiently. The support team goes out of their way to ensure a successful implementation and the product is easy to use.

One drawback is that the support team is located in Australia which poses some timing challenges.

We were spending a lot of time on engagements, especially as a growing practice. We also were making mistakes (as using word) and PI has proved invaluable. We started using it in 2017 and would highly recommend to businesses who need to engage clients / send terms of business etc. We link with XPM and Xero, and I think we need to iron out a few issues (mostly XPM related!), but could not be without it. What used to take a few hours and not look great, now takes 5 minutes and creates a great first impression. We attach our brochure and kick of the process of engagement / job set up / invoicing etc. Also better control over changes in terms etc - just one place to keep up to date.

A one stop shop for a great looking engagement letter that links to our job management system, creating the jobs and importing the client info.

I look forward to more features being added with the integration with XPM, so recurring dates can be more flexible, budgets imported against jobs. But I am confident this is advancing all the time which is great.

For me, Practice Ignition is really good software and has helped me a lot in uplifting my business and it has proved as a game-changer for me with its extraordinary features. By using its readymade proposal templates I have managed to save a lot of time thus giving it to my clients and I have seen a customer engagement prompt and simple too with practice ignition. Also by its automatic payment, we don’t have to bother our customers every month.

I have seen it as a really good and helpful software that has eased my work as it has combined different objectives and tasks and provided them to me on a single platform thus making work more efficient and less time taking. 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. It is structured and well organized and with it, I am not able to keep track of proposals which has helped me in modifying my relation with my clients thus resulting in client satisfaction.

The switching option between different templates is also missing in it and also a single proposal sent with a single option bothers me as I think there should be an option of multiple options in single.

Overall, our experience with Ignition has been extremely positive and well received. It has streamlined our internal workflow, onboarding and engagement processes to facilitate better delivery of value services to our clients.

Client engagement process together with workflow integration with our practice management system is seamless and efficient. The client user experience has been positive and the automatic fee collection is a convenient and welcomed feature.

Reporting functions are very basic. Limited capacity to easily and readily identify which proposals require manual invoicing - "On Completion".

I am automating all of my billing for maintenance work for existing clients. I am also setting up new clients with proposals for advisory and maintenance. They know how much to expect each month. I no longer need to chase payments.

I love the built in proposals for Practice Forward and general use. I was very easy to set my clients up on automatic billing. No more collections or A/R for me!

I liked everything! The training is great!

Practice ignition save us heaps of time and this means we get to spend more time on value add work rather than chasing bills.

Practice Ignition has helped get a lot of our clients onto fixed fee payment plans this means we don't have to chase bills and its all easy to manage in one place.

It can be a bit confusing to get set up. I highly recommend using their tutorial videos to get an idea of what the software is capable of.

We needed a system that would allow us to easily send out our contracts and obtain signatures. This system allows us to do this and more.

The product is easy to set up with your own products and contracts and the process for creating proposals and contracts is simple and highly configurable. It's a system that is packed full of features and yet it isn't out of reach of the smaller business.

None that I can think of. The simple interface makes it a pleasure to use.

great tool freat support its a value add, you know when the sales guys start talking ROI and comapring the time savings then your eyes glaze over cause you know obviously its not as good cause they have to work to sell it, ..... well Ignition app really does give an ROI without having to

makes it easy to prepare, send and get paid, whilst making the client aware of exactly what you are doing and what is expebted of THEM

only like to be able to have 2 or more signatories but that is minor issue

Great results from clients. Makes interactions with clients current & new so much easier, they know what we are offering, price and everything is explained in one document.

Easy to use and great results. You can set up as many templates as you like.

Nothing! It's all so very simple, anyone can use it

This is an expensive product for a relatively small business but takes away the risk of missed bills and also looks after direct debiting without a third party product. The automatic weekly billing is gold.

The biggest pro for us is the automatic billing once a customer has signed and the fact that most customers do not ask about direct debiting they simply provide details and sign. This is wonderful as cash flow is never an issue.

Manual billing is our least favourite side. We understand why it is there but we could set this up directly in our accounting software rather than running it through ignition as it has little value. Having said that we do use it to keep the billing moving forward and to remind us it is yet to be billed.

The overall experience with Practice Ignition is excellent. The setup process improved our sales process. This solution gets us out of email and portals with passwords. It does the heavy lifting for an important moment in the sales process. And it looks great doing it!

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. Practice Ignition seals the deal. What I like most about Practice Ignition are its robust features. It's a great experience for the prospect and designed for them to receive a proposal via web or mobile. Payment solution is built in. Integration to QuickBooks & Zapier lets you plug this into your tech stack to record revenue, payment and then zap the new order to your workflow management tool for onboarding & service delivery. The templates and service descriptions let you customize to your liking. The support center is more than helpful; it taught me how to create a better sales experience. The dashboard gives you a bird's eye view so you can follow through on closings.

I cannot think of one thing that we do not like about this software. I especially appreciate that it does not clutter its mission with a lot of other data. It does its job and it does it well.

Excellent tool for overall contract management, with a great client experience.

Ease of use for the clients, and able to control some of the payment options. Clients managing their own CC expirations etc is also nice. Also, the recurring billing I don't have to execute each month - the system just does it.

Initial template setup can feel daunting, but using their help and customer service can speed past that process.

Client communication - letting them know upfront what my services are going to cost, and having them agree to it so there are no surprises. We've been doing this with clients for a few years but this software has saved me hours every week by simplifying the process and cutting out manual work. Cashflow improvement - for known or suspected bad payers I can choose that they must enter bank details for a Direct Debit before accepting the proposal. It makes the conversation easier - "I can't start the work until we have an agreement in place". It removes all the time I used to spend chasing debtors.

It solves several problems in my business so is great value for money. I can customise how I use it to suit my own workflows and clients. It's simple without compromising effectiveness.

There's nothing I've found that I don't like. A few times I've thought the software didn't contain a certain functionality, but after asking support they were able to turn a new feature on for me to test.

* Saves time (proposal writing went from 3 hours to 15 minutes!!) * Saves money being left on the table * Enables digital payments including direct debits * Enables the sales process to scale * Usable and functional * Support is A1 and the team's communication is fabulous

The navigation. Sometimes I get lost clicking on things, but it's so minor it doesn't matter. This review requires more words before it submits, but I don't have any - hence this wasteful third sentence.

Excellent

The ease of creating engagement letters and the automated follow up of clients

I would like enhanced flexibility with the pricing of services