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Ratings & Reviews

Overall Rating

4.46 / 5 (24)

4.20 / 5 (2,825)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

May 11, 2020

May 27, 2020

Pros/Cons

  • Pros

  • Workflow and rules capabilities are wonderful. filing and retrieval of documents is very fast, overall product is very flexible.

  • System is very user friendly and able to retrieve a document in seconds rather than deal with paper files.

  • Cons

  • System can sometimes go down, but customer support is very responsive and helpful.

  • You can’t use caps to find the clients. You have to be careful not to put the amount where the check number is

  • Pros

  • The interface is very intuitive and easy to use. We've been using this for years and no issues have arisen. Highly recommend it.

  • The designs are very nice, and it is easy to navigate.

  • Cons

  • Its a great software, but it has been extremely expensive to maintain and upgrade.

  • when uploading the files, sometimes it crashes and we have to start again, but apart from that, the software is brilliant and very straight forward to use.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

12 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots