Phillip G.
Accounting, 1-10 employees
Less than 6 months
“simplifies client invoicing”
Pros
The system is very simple to operate. From adding new clients to creating and sending invoices, it simplifies everything.
Cons
Honestly I can't pinpoint anything I dislike about the actual product. I used the old version for years and was a fan and the move was far simpler than I anticipated.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Laura G.
Financial Services, 1-10 employees
More than a year
“Recording payments is smooth”
Pros
Recording client payments is very smooth, I know the time logging function is a huge help for our accountants during the busy tax season.
Cons
I'm still very new to the system so I haven't found any downsides yet. I plan to work through the video guides for each section. I've already done some work with the billing feature.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Phillip G
Accounting, 1-10 employees
Less than 6 months
“Amazing tool with excellent billing feature”
Pros
It's so user-friendly. Whether it's setting up contacts or handling billing and invoicing, it makes everything easy.
Cons
No complaints from my end. Enjoyed using the desktop version for years. The transition was smooth too.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carolyn A
Accounting, 11-50 employees
More than a year
“Very useful program backed by outstanding customer service�”
Pros
I found it quite simple to use and the customer service is top-notch. When you're just getting started, every page has helpful tips. If you ever get stuck, there's a forum full of common questions and if you don't find what you need, the support team is always quick to step in and help you out.
Cons
Felt like a new software after the update since it changed so much. Fortunately, TPS gave us time to get used to the new design before the switch. That made the transition much smoother.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Jim R.
Accounting, 1-10 employees
Less than 6 months
“Smooth transition from desktop”
Pros
It functions very well and feels quite familiar to the previous edition. Moving over was very smooth and the numerous guides make it simple to learn.
Cons
Getting accustomed to the new screens and locating where the old functions are now is a process but the learning period is still quite short.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Sarah S
Accounting, 1-10 employees
Less than 6 months
“All you need”
Pros
In my experience, it's quick and easy to use. Plus, the added features help me learn along the way and I don't waste time struggling to figure out different modules or reports.
Cons
Certainly takes bit of time and effort to get fully comfortable with how everything works but that's typical for most new programs. So far, I have faced no issues.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sherri D.
Accounting, 1-10 employees
Less than 6 months
“Great help and reporting”
Pros
The help is great, it's simple to pick up and it has powerful reporting features. It's the finest time and billing system I've ever come accross.
Cons
Can't think of a single drawback. Whenever I have a question, the help team is incredibly fast and supportive. The initial setup was excellent unlike our past failed attempts with other companies.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kerry A.
Accounting, 11-50 employees
More than a year
“good tracking and support”
Pros
I mainly use it for tracking work hours and creating invoices. The assistance has been wonderful, the team is incredibly supportive and even built a custom report layout just for us.
Cons
We've experienced the program closing unexpectedly a few times. The support crew has always been fast to respond and has fixed the problems.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Joseph S.
Accounting, 11-50 employees
Less than 6 months
“Simple yet powerful”
Pros
It seems both simple and powerful so far. We have a big client list and there is a lot of capability that we're excited to start using.
Cons
It's too early to say. We've been long-term users of the desktop edition and have always been happy with the product and the support staff.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Sarah S.
Accounting, 1-10 employees
Less than 6 months
“quicker and user-friendly”
Pros
It's quicker, more convenient and user-friendly with extra choices to find your way or learn as you work. I spend less time trying to locate specific sections or reports.
Cons
It might take a while to fully grasp how the system operates and how to navigate it to use all its features (which is typical for most new software). That said I don't have any specific dislikes so far.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Lou E.
Accounting, 1-10 employees
Less than 6 months
“smooth transition to the cloud with helpful tutorials”
Pros
Moving from the desktop to the online version was smooth. It was mostly easy to figure out but the tutorial videos were a big help.
Cons
The way it handles daily time logs. The old version calculated your total daily hours from your start and end times. The new cloud edition adds up each individual time entry to get the daily total.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
James F.
Accounting, 11-50 employees
Less than 6 months
“Better organized than desktop”
Pros
Feels like everything is better organized in the online version compared to the one we had installed locally. This makes it easier to jump between different jobs. The new task management area seems to have endless potential. I'm excited to use more of the tools that look like they will make my administrative work much more efficient.
Cons
Some features that feel like they should be obvious are missing. For example there's a simple '+' button to add a new client, but not one for new time entries. It would also be more intuitive if new time entries appeared in line with the others, making it easier to log multiple entries without going back to the top menu each time.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
8
Shirley s.
Financial Services, 1-10 employees
More than a year
“Great support for fixes”
Pros
I appreciate how easily they showed me how to fix mistakes and create standard forms when necessary. Our representatives are amazing with their know-how and willingness to help. I couldn't ask for a better team.
Cons
Just wish it had a voice that could guide me through things! There's truly nothing to complain about.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thomas S.
Accounting, 1-10 employees
Less than 6 months
“Simple, effective and accessible online”
Pros
It's simple to use and works well. The online access is also a plus allowing our team to use it from outside the office.
Cons
There are many tools that don't really apply to our practice so filtering through everything during the initial setup took some time.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Graham A.
Accounting, 11-50 employees
Less than a year
“Excellent cloud performance”
Pros
Overall performance is excellent. We moved from the local version to the cloud and it was a major jump in quality. We should have made the switch earlier. We've started using the task manager and think it's a brilliant function.
Cons
Search can be a little slow when you begin typing a client's name as it looks through the database.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Maryna S.
Accounting, 1-10 employees
More than a year
“fantastic quick support”
Pros
The help I got today was fantastic. I received support just five minutes after I asked for it.
Cons
I'm not sure yet as I only recently began using the system. I still don't have enough hands-on experience to comment.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Carmen R.
Accounting, 1-10 employees
Less than 6 months
“Smooth cloud migration”
Pros
Our system was moved from the local version to the cloud with almost no interruption and very little hassle.
Cons
The scroll bars are very narrow which makes moving through the program difficult. The process for creating a detailed bill also feels a bit more complicated than it needs to be.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Cyndi E.
Accounting, 11-50 employees
Less than 6 months
“Logical remote access”
Pros
It's super easy to access from anywhere and the whole system just makes sense. It's a very logical and smooth product.
Cons
Getting to know the portal requires a small time investment.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Kyle I.
Accounting, 1-10 employees
More than a year
“Welcoming and simple”
Pros
Umm i feel like its very welcoming and simple to navigate.
Cons
The system can be sluggish at times.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
7
Maria B.
Accounting, 1-10 employees
More than a year
“Saves time with automation”
Pros
It saves me time because it automates so many tasks.
Cons
there is a lot to learn, so I find myself constantly going back to their documentation and YouTube channel.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9