5
4
3
2
1
Ease-of-use
4.2
Customer Support
4.1
Value for money
4
Functionality
4.2
"It has been great at helping us move to a more paperless environment. The best feature is the tight integration with Lacerte (it also integrates with ProSeries)."
"My clients like the ability to have their sensitive documents in a secure place that we both can access."
"Very user friendly and easy to navigate. Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific."
"This is just an example, a myriad of other features that are well intentioned end up completely useless or worse due to lack of customization."
"There can be a little frustration when it comes to the search function of clients and their vaults."
"A client opened its vault and saw identities of all clients -- in violation of IRS security requirements."
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