Overall Rating
3.3
9 Reviews
Rating Distribution
5
(1)
4
(4)
3
(2)
2
(1)
1
(1)
Satisfaction Score
Ease of use
6
Value for money
6
Customer Support
5
Functionality
6
Overall Rating
3.3
9 Reviews
Rating Distribution
5
(1)
4
(4)
3
(2)
2
(1)
1
(1)
Satisfaction Score
Ease of use
6
Value for money
6
Customer Support
5
Functionality
6
Filters
Industry
Provider Size
Time Used
not a functional program for the value
not a functional program for the value
Pros
With this tool, I can conveniently store all my clients' information, track time, manage files, monitor employee activities, and control security access.
Cons
This program is not practical; it is overpriced for its limited functionality compared to an Excel spreadsheet. It struggles with QuickBooks integration, lacks accuracy, and isn't user-friendly.
Ease of use
6
Value for money
2
Customer Support
2
Functionality
4
Joseph
Accounting, 1-10 employees
More than a year
Jan 03, 2018
Maybe great for Canada; but US version severely lacking.
Maybe great for Canada; but US version severely lacking.
Pros
This tool offers the ability to effectively track and generate reports.
Cons
Lack of support for US or state forms is a drawback.
Ease of use
6
Value for money
4
Customer Support
3
Functionality
8
Deanna
Accounting, 1-10 employees
Less than 6 months
Feb 16, 2017
ClearBiz review
ClearBiz review
Pros
Initially, I hoped this program would help us track office deadlines efficiently. While it does serve its purpose, our initial experience with setup was highly unsatisfactory. However, after expressing our concerns, we received the necessary assistance, for which I am grateful and appreciate their commitment to standing behind their product.
Cons
Navigating the program is not straightforward.
Ease of use
4
Value for money
6
Customer Support
6
Functionality
6
Rebecca
Not Specified, N/A employees
Free Trial
Feb 15, 2017
Get Organized
Get Organized
Pros
I am fully invested in this workflow tool.
Cons
Uploading documents can feel a bit clunky at times.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Nichole
Accounting, 1-10 employees
Less than a year
Feb 01, 2017
Great Product
Great Product
Pros
I have been thoroughly impressed with the outstanding customer support. Whenever I reach out for assistance, they promptly provide help and guide me through any issues. It is refreshing to interact with real people rather than automated systems. Their customer service deserves six stars!
Cons
If they enhance tech support and program communication to match their advertising claims, I would reconsider using this program.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Jill
Not Specified, N/A employees
Free Trial
Jan 13, 2017
Good enough
Good enough
Pros
It is relatively simple to use and cost-effective.
Cons
There are several limitations to what this program can achieve.
Ease of use
8
Value for money
6
Customer Support
4
Functionality
6
Wendy
Accounting, 1-10 employees
Less than a year
Jan 08, 2017
Very disappointed
Very disappointed
Pros
Unfortunately, I can't find much positivity to share except that it efficiently archives client data.
Cons
We invested in this program to streamline client billing, manage tasks across our accounting team, and seamlessly integrate with QuickBooks. However, after a year of use, we have only been able to input client data. The system is not intuitive, lacked training, and if we can't figure it out, we can't use it effectively. We found the client time tracking cumbersome and opted for TSheets, which has been a much better experience.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Veronica
Accounting, 1-10 employees
More than a year
Jan 06, 2017
Not there yet
Not there yet
Pros
Despite high expectations, we have not fully utilized the program due to its lack of advantages or integrations compared to more affordable options with better tech support. The synchronization issues with QuickBooks further compounded our frustrations, as we were directed to seek support from an unrelated company. Improvements in tech support and program communication would make reconsidering this tool a possibility.
Cons
The client time tracking feature was cumbersome, leading us to switch to TSheets, which has been fantastic.
Ease of use
6
Value for money
2
Customer Support
2
Functionality
4
Joseph
Not Specified, N/A employees
Free Trial
Jan 05, 2017
Planning is Greatly Improved
Planning is Greatly Improved
Pros
Managing schedules and tasks is a breeze with this tool. Setting up recurring tasks has significantly eased our workload planning, ensuring nothing slips through the cracks in our busy workflow.
Cons
Some tabs are tailored for California, which is not applicable to me in Washington. However, creating custom tasks is straightforward, so I have utilized those instead.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Barbara
Accounting, 1-10 employees
Less than 6 months
Jan 04, 2017
Filters
not a functional program for the value
not a functional program for the value
Pros
With this tool, I can conveniently store all my clients' information, track time, manage files, monitor employee activities, and control security access.
Cons
This program is not practical; it is overpriced for its limited functionality compared to an Excel spreadsheet. It struggles with QuickBooks integration, lacks accuracy, and isn't user-friendly.
Ease of use
6
Value for money
2
Customer Support
2
Functionality
4
Joseph
Accounting, 1-10 employees
More than a year
Jan 03, 2018
Maybe great for Canada; but US version severely lacking.
Maybe great for Canada; but US version severely lacking.
Pros
This tool offers the ability to effectively track and generate reports.
Cons
Lack of support for US or state forms is a drawback.
Ease of use
6
Value for money
4
Customer Support
3
Functionality
8
Deanna
Accounting, 1-10 employees
Less than 6 months
Feb 16, 2017
ClearBiz review
ClearBiz review
Pros
Initially, I hoped this program would help us track office deadlines efficiently. While it does serve its purpose, our initial experience with setup was highly unsatisfactory. However, after expressing our concerns, we received the necessary assistance, for which I am grateful and appreciate their commitment to standing behind their product.
Cons
Navigating the program is not straightforward.
Ease of use
4
Value for money
6
Customer Support
6
Functionality
6
Rebecca
Not Specified, N/A employees
Free Trial
Feb 15, 2017
Get Organized
Get Organized
Pros
I am fully invested in this workflow tool.
Cons
Uploading documents can feel a bit clunky at times.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Nichole
Accounting, 1-10 employees
Less than a year
Feb 01, 2017
Great Product
Great Product
Pros
I have been thoroughly impressed with the outstanding customer support. Whenever I reach out for assistance, they promptly provide help and guide me through any issues. It is refreshing to interact with real people rather than automated systems. Their customer service deserves six stars!
Cons
If they enhance tech support and program communication to match their advertising claims, I would reconsider using this program.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Jill
Not Specified, N/A employees
Free Trial
Jan 13, 2017
Good enough
Good enough
Pros
It is relatively simple to use and cost-effective.
Cons
There are several limitations to what this program can achieve.
Ease of use
8
Value for money
6
Customer Support
4
Functionality
6
Wendy
Accounting, 1-10 employees
Less than a year
Jan 08, 2017
Very disappointed
Very disappointed
Pros
Unfortunately, I can't find much positivity to share except that it efficiently archives client data.
Cons
We invested in this program to streamline client billing, manage tasks across our accounting team, and seamlessly integrate with QuickBooks. However, after a year of use, we have only been able to input client data. The system is not intuitive, lacked training, and if we can't figure it out, we can't use it effectively. We found the client time tracking cumbersome and opted for TSheets, which has been a much better experience.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Veronica
Accounting, 1-10 employees
More than a year
Jan 06, 2017
Not there yet
Not there yet
Pros
Despite high expectations, we have not fully utilized the program due to its lack of advantages or integrations compared to more affordable options with better tech support. The synchronization issues with QuickBooks further compounded our frustrations, as we were directed to seek support from an unrelated company. Improvements in tech support and program communication would make reconsidering this tool a possibility.
Cons
The client time tracking feature was cumbersome, leading us to switch to TSheets, which has been fantastic.
Ease of use
6
Value for money
2
Customer Support
2
Functionality
4
Joseph
Not Specified, N/A employees
Free Trial
Jan 05, 2017
Planning is Greatly Improved
Planning is Greatly Improved
Pros
Managing schedules and tasks is a breeze with this tool. Setting up recurring tasks has significantly eased our workload planning, ensuring nothing slips through the cracks in our busy workflow.
Cons
Some tabs are tailored for California, which is not applicable to me in Washington. However, creating custom tasks is straightforward, so I have utilized those instead.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Barbara
Accounting, 1-10 employees
Less than 6 months
Jan 04, 2017