Ratings & Reviews

Overall Rating

4.24 / 5 (3,772)

4.92 / 5 (13)

Ease-of-Use

4.0 / 5

5.0 / 5

Value for Money

4.0 / 5

5.0 / 5

Customer Support

4.0 / 5

5.0 / 5

Functionality

4.0 / 5

5.0 / 5

Last Reviewed

July 8, 2020

April 8, 2020

Pros/Cons

  • Pros

  • This program has been easy to learn and saves me a ton of time. It is very organized and gets me paid faster with customers. Great program!

  • I love the ease of use of this program. I also really appreciate that I can pay most of my taxes by pressing a simple button. Their customer service is exceptional most of the time.

  • Cons

  • There are a few bugs to resolve but the support team and worked quickly with us.

  • It can be a bit clunky at times (a few seconds to load new pages), but the desktop application through Quickbooks online seems to solve this issue.

  • Pros

  • Too many to list but they've virtually thought of everything from the automation, to the richness of the emails to the process and customer service

  • Literally the easiest, well organized program. If you need assistance, someone is always there to respond within an acceptable time frame.

  • Cons

  • Some issues early on with Firefox that continue to challenge certain info input but the software works well as designed in Chrome.

  • I never heard about this system until i was well and truly into another CRM. The initial training is complex , but much needed, and a few additional features could do with being added

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots