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Ratings & Reviews

Overall Rating

4.41 / 5 (123)

4.37 / 5 (409)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

June 29, 2020

June 23, 2020

Pros/Cons

  • Pros

  • I love the support team that is available whenever I need help. They are always available and so friendly

  • I use this produce everyday for my job. Love that it is easy to document and essentially automated.

  • Cons

  • The software has glitches sometimes but the company is helpful on trying to figure them out.

  • I would like for a signature pad to be available and compatible with the program. With that we could truly be paperless. Also, while the upgrades are nice, there are always glitches with each release

  • Pros

  • Great price and product for the cost. It requires little to no training and necessary training is provided online. Customer service is amazing.

  • I love all the features this software provides as well as the customer support available

  • Cons

  • Sometimes the integration with Therabill doesn't seem to work as seamlessly as it should but for the most part it works very well.

  • Some of the features and customizability that we had with other softwares are missing from this one, but we were able to make do

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

40 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots