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Ratings & Reviews

Overall Rating

4.46 / 5 (24)

Ease-of-Use

4.5 / 5

Value for Money

4.0 / 5

Customer Support

4.5 / 5

Functionality

4.5 / 5

Last Reviewed

May 11, 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

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

Number of times our advisors have recommended this product

(in the last 30 days)

13 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Screenshots

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