Total 5 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

80%

4

Stars

20%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

8

Customer Support

9

Functionality

9

F

Flordeliza

Accounting, 11-50 employees

More than a year

4.0
February 2024

responsive support

Pros

When we run into problems the support team answers our questions immediately and always follows up on any pending issues.

Cons

We have one client who frequently complains about the platform mentioning it's not easy to use. The audit is still in progress so we'll see if the complaints continue.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

9

Functionality

8

G

Gary

Accounting, 11-50 employees

Less than a year

5.0
August 2023

setup was simple and easy

Pros

I think it is simple to set up, easy for both our clients and our team to operate and the ideal tool for handling audit paperwork.

Cons

Nothing major to report.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

D

Devon

Accounting, 101-500 employees

More than a year

5.0
August 2023

clients find it simple and welcoming

Pros

Clients find it simple to use and to sort their files within the different sections of the portal. It's welcoming and the back-and-forth for questions or pending items through the portal is smooth.

Cons

It would be helpful to move a file if it was added to the wrong section. Clients sometimes ask for access to the prior year's portal and we have to manually reopen it for them.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

9

J

Jacqueline

Accounting, 11-50 employees

Less than a year

5.0
June 2023

helpful alerts and status

Pros

It provides alerts and shows the status of each job. The help desk is reliable.

Cons

Moving from one requested document to the next isn't very smooth. I wish we could just use the up and down arrow keys to jump between items.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

9

S

Shaheen

Management Consulting, 11-50 employees

More than a year

5.0
June 2023

Outstanding organization

Pros

One of the best things is how clean the layout is. The portal's system for organizing files is outstanding. It allows for effortless teamwork by giving everyone a single, shared space for all audit-related documents. I'd strongly suggest it to any company wanting to improve their audit workflow and get more done.

Cons

A calendar and to-do list feature could be added. The options for audit firms to add their own branding could be better.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

9