“fast document search”

Pros

Working with this software feels quick and easy and locating client documents is simple thanks to the strong search options :)

Cons

It can be a bit slow at times especially when the internet connection is unstable.

“accessible file search anywhere”

Pros

Wherever I am I can get to my files as long as I have an internet connection. It's very simple to use and finding a specific document through the search function is quick and trouble-free.

Cons

Doesn't happen all the time but there are occasional moments when the system goes down.

“User friendly”

Pros

Using this software feels very simple and the platform is user friendly and accessible to work with for the most part.

Cons

The search feature can be unreliable at times especially when a client's name includes a space or special character.

“reliable every day use”

Pros

It is something we rely on throughout the day every day. Getting to files and setting up new folders is quick and it helps a lot knowing the whole team can locate the documents we need without any trouble. The favourites list is also really useful especially for jumping straight to the files I work with most often.

Cons

One thing I'd really like to see improved is the email integration especially the ability to automatically save client emails instead of doing it manually.

“Useful templates but glitchy”

Pros

Keeping documents organized is pretty simple and it does the job well. The template generation feature is especially helpful and being able to copy multiple files from one place to another saves time.

Cons

There are definitely some glitches from time to time. It also tends to be slow when saving or moving larger files.

“secure document sharing hub”

Pros

It gives our team secure internal access to shared files and documents across the organization. It connects well with our Microsoft environment and is also linked to Salesforce which makes everything more connected and convenient to work with.

Cons

Works well as a secure document storage and workflow platform. The only downside is that managing the folder and document structure can be challenging at times.

“excellent client file organization”

Pros

Document signing works really well and it also helps us keep all our client files properly organized and stored in one place.

Cons

The Outlook extension's autosave can be a bit unreliable at times as it occasionally files emails into the wrong folders.

“Handy email saving features”

Pros

Being able to save documents straight from emails is really convenient and it's also very useful that I can send files into this platform without needing to have the browser open.

Cons

Biggest frustration is how long the document preview takes to load. A lot of the time I end up downloading the file just to view it.

“Good file management”

Pros

Having quick access to client data and documents has been a big plus. It lets users create, upload organize and share files without any issues which makes managing everything much more convenient.

Cons

Honestly I haven't run into any downsides and our experience with it has been completely smooth!

“simple workflow”

Pros

Getting around the software feels very easy and the Outlook add- n is something I really enjoy using.

Cons

I don't have any complaints. We tested another product for a bit but it didn't take long for us to decide to stick with this one because it was much simpler to use.

“flexible loan setup options”

Pros

It gives us several different ways to structure and run a loan which has been really valuable. We can calculate interest daily or monthly include interest trails for brokers or management or leave them out entirely. That level of flexibility has helped a lot during our initial negotiations and it's something our previous in-house software simply didn't offer.

Cons

A limitation is that I'm not able to amend report dates. For instance I can't fully finalise entering our August data until 1st September but once that's done and I generate the report to email to management I can't change the report to say "as at 31st August." It has to stay dated 1st September which isn't technically accurate.

“Drag-and-drop saving is great!”

Pros

The drag and drop saving feature works really well and the search function is very useful.

Cons

It does capture all emails which is helpful but the email layout could be organized better so messages are quicker to find and embedded attachments can be saved as separate documents more easily.

“handy templates and signatures”

Pros

It's very user friendly, keeps documentation organized really well, makes creating templates easy and the document signing feature is excellent!

Cons

Being able to copy folders would be a really valuable addition for me.

“all our systems connected”

Pros

Having everything linked across our systems has made a huge difference. It keeps our daily work much more manageable especially when things get busy. This is the first business where I've used this platform and honestly I wouldn't want to go back to working without it!

Cons

I really haven't run into any major issues. There have only been a handful of days when files didn't generate properly but that was due to a specific error and not something that affects daily use.

“Easy access with pdf limitations”

Pros

It being online is really useful for me because documents are accessible from any computer and they autosave which makes daily work more convenient. The Outlook integration is another part I appreciate since it makes saving emails and documents much simpler. I also think the drive feature works well because it lets people save documents in a way that feels similar to the old method which helps staff who are not very comfortable with change.

Cons

Something that bothers me is that PDFs do not open properly and I cannot highlight, add notes or leave comments the way I normally can when opening them from my drive. Another issue is with the drive where documents saved there do not always upload to the cloud.

“convenient”

Pros

Getting to client files is very simple and dragging and dropping documents from external sources works really well.

Cons

Support can take a while to come back with a fix. Sometimes that delay makes sense but other times it feels like the issue should be resolved much faster. There are also times when the support team doesn't fully understand the problem right away which leads to a lot of back and forth with screenshots before IT finally gets what's going on.

“clear layout”

Pros

The interface is very easy and the layout is clear which makes everything simple to figure out. The search feature is especially useful because it helps me locate documents quickly.

Cons

Desktop syncing can be a little slow at times but it's nothing major.

“secure platform with e-signatures”

Pros

Right from the start I appreciated them for offering a platform like this. I've been using it for the past few months and one thing I've clearly noticed is how secure the application feels which is the biggest reason I chose it. On top of that it also includes other valuable features especially electronic signatures which I really appreciate.

Cons

At times I've noticed a few minor issues but those mostly happened because of my weak internet connection so I don't see that as a real concern.

“Smooth workflow”

Pros

These days almost every other application offers similar features but with this system I also get strong data security along with everything else. At this point I'm completely satisfied because it has been very smooth to use :)

Cons

For now I don't have anything negative to point out so I don't think it would be fair to add something bad here.

“Great all in one CRM”

Pros

Coming from a boutique accounting firm that needed an all in one solution THIS has been a real game changer for us. It brings together a comprehensive set of features, smooth integration and impressive efficiency making it simple to access, manage and organize client data and documents without extra trouble. The interface is very user friendly so the initial difficulty was minimal and adoption across our whole organization felt natural. Other than that creating, uploading organizing and sharing files is easy and the secure built in messaging system keeps communication inside the CRM instead of relying on outside tools. Another big plus is the support team which has been responsive, well informed and genuinely committed to helping whenever questions or issues come up. I would absolutely recommend this platform to any organization wanting to strengthen its CRM capabilities and deliver excellent results!

Cons

I truly have no drawbacks to mention here.