Vanessa H.
Accounting, 1-10 employees
Less than a year
“Valuable additions”
Pros
Having document signing automatically save back into the original folder has been great. The new PDF editor also looks like a really valuable addition to the platform.
Cons
At the moment there's still no way to customize the email content or choose the email address used for sending document signing requests.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alice S.
Accounting, 1-10 employees
More than a year
“secure portal we love”
Pros
After using the standard version for the past couple of years we've come to really appreciate it! We're currently testing the new Super Suite and the connect feature is the part we're most excited about since it gives our team, our clients and their clients a separate secure portal for dropping off and collecting reports.
Cons
Our only significant concern is that every team member currently has the same level of access and permissions which feels risky given today's data breach reporting environment. Junior staff should be able to have limits placed on certain functions until they've built up the necessary experience.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
9
Functionality
9
Paul M.
Accounting, 1-10 employees
More than a year
“incredibly easy”
Pros
Using this software has been incredibly simple. We're able to scan documents from our scanner straight into this through a unique email address, rename them, save them into the right client folder and have them instantly available for our offshore team to begin processing. They can also save documents on their side and we're able to review and finalise everything with them right away in a very collaborative way. Another big plus is that this system keeps getting improved and updated without any effort from us. The upgrades happen quietly in the background and we get immediate access to new features with no version control problems or downtime from waiting on server based software updates.
Cons
I can't think of a single thing we dislike about this software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Matthew H.
Accounting, 11-50 employees
Less than 6 months
“sharepoint benefits”
Pros
Something that has worked really well for us is keeping all the advantages of SharePoint (data security, collaboration tools and the rest) while getting a much simpler, more user friendly interface on top. Another big plus was letting clients e-sign documents without having to log into a portal which has been really important for us.
Cons
A few of the usual SharePoint quirks still come through especially when it comes to having to prefix document names to keep bundled packs in the right order.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
9
Maggie M.
Accounting, 1-10 employees
More than a year
“Paper-free and well organized”
Pros
Right from the start their team has been incredible and always ready to help. Over the years the platform has saved me countless hours. It played a big part in helping me transition to a paper-free way of working and it keeps my document management simple, tidy and well organised.
Cons
While it keeps rolling out great new features sometimes it can be a challenge to keep up with everything that's new.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Justine V.
Accounting, 11-50 employees
More than a year
“convenient lcoud based set up”
Pros
It works really well with XPM, Outlook and Office which makes daily tasks much more connected. The cloud based setup is also very convenient and the system is simple to use overall.
Cons
Navigation can become a bit tricky when the folder structure isn't organized properly from the start.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tracey O.
Accounting, 1-10 employees
More than a year
“all-in-one platform”
Pros
Everything being together in one place has been a big plus! I can get documents signed without them leaving the client folder and the signing feature being connected to XPM makes it really convenient to pull through contact details for signatures. The menu layout is probably my favourite part and the tiered structure feels much cleaner and more compact.
Cons
I haven't come across anything I dislike about it yet.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jessica A.
Accounting, 1-10 employees
Less than a year
“Solid storage”
Pros
Automatic signing is really convenient and the storage is solid as well.
Cons
At the start, punctuation marks couldn't be used during setup although that has since been changed. ATO mate also creates a new folder which is not ideal. Another thing that bothers me is the newer signing options, you can't line up the boxes properly and once you've selected signature, date signed and similar fields, scrolling up and down is not possible.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Greg M.
Accounting, 1-10 employees
Free Trial
“fantastic document management”
Pros
Managing documents with this software has been amazing and getting everything set up was easy too!
Cons
There's not really much to complain about. I'm happy with most (if not all) aspects of it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10