Law Practice, 1-10 employees
More than a year
“Supportive Onboarding Experience”
Pros
During setup, the onboarding process and support team were extremely helpful. I always felt supported until everything was running properly and using the application itself feels natural and stress-free.
Cons
There really isn't much I dislike so far but if I had to pick one area to improve it would be the printing features. For instance, when I pull reports from Trust I can't generate a clean, submission-ready printout. The reports also lack clear labels identifying what's being shown, like a timekeeper printout that doesn't say whether it's for this year, last year, or a specific date range.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Law Practice, 1-10 employees
More than a year
“Smooth Daily Operations”
Pros
Using the software has been a pleasant experience for me. It works directly with QuickBooks and doesn't force me through extra steps to make things connect.
Cons
I think the software still needs a bit of refinement in its trust account reporting capabilities.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Medical Practice, 1-10 employees
Free Trial
“Only True QuickBooks Sync”
Pros
I've noticed that it is the only option I've tried that truly syncs both ways with QuickBooks Online. Because of that, I can mark client-related expenses as they appear on my card statement and those charges are automatically pulled into the correct invoice.
Cons
honestly can't come up with any complaints, it performs really well for what I need.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Clinic, 1-10 employees
Free Trial
“Time-Saving and Trustworthy”
Pros
So far, my early experience with this app has been very positive. The shortcuts built into transactions save time while still following Trust Accounting rules and the support resources have been excellent. I feel confident recommending it based on what I've seen.
Cons
I haven't found any problems, it's functioning exactly as described so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Medical Practice, 1-10 employees
Free Trial
“Cloud-Based Convenience”
Pros
I personally like that it's cloud-based and works well with QuickBooks Online. Being able to access everything online fits nicely with how I work.
Cons
So far everything has been great and I'm genuinely enjoying it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Law Practice, 1-10 employees
Less than 6 months
“Quick and Easy Learning”
Pros
Honestly, learning how to use it didn't take long for me at all. The support team has been great and that reassurance makes a big difference when getting started.
Cons
At this point, I really can't find a single thing I dislike about the product.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, N/A employees
Less than 6 months
“Friendly Personalized Support”
Pros
Even though technology isn't really my strong suit, I picked this program up faster than expected. I've spoken directly with several it team members and each conversation felt personal and focused on helping me succeed. Hearing a real person on the line made the experience even better.
Cons
Nothing made by people is flawless, of course but so far I haven't come across any issues that really stand out to me. I appreciate that while perfection isn't expected, at this stage there isn't anything glaring that bothers me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, N/A employees
Less than 6 months
“Dependable Time and Billing”
Pros
From what I've seen, it connects extremely well with QuickBooks and stays reliable. The support team has always been responsive, friendly and knowledgeable which tells me they truly understand how law firms operate. For me, it's become a dependable way to track time and handle billing.
Cons
I have no complaints.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Law Practice, 1-10 employees
Less than 6 months
“Natural Workflow and Real-Time Updates”
Pros
Because the software feels so natural to work with, I've been really impressed overall. There was a short adjustment period but once I settled in, everything started flowing smoothly, from setting up trust accounts to logging time and sending invoices. The QuickBooks Online connection updates in real time which helps me clearly see where my firm stands financially at any moment. On top of that, the support team has been patient and helpful every time I've reached out.
Cons
My single complaint about the software is more tongue-in-cheek than real: I don't yet have 1,000 clients or a billion dollars in operating revenue to put it through its paces. As with any new system it took a bit of time to acclimate but that's not it's fault.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Law Practice, 1-10 employees
More than a year
“Effortless Time Management”
Pros
Overall, using the system hasn't felt complicated for me at all. It links directly with QuickBooks for billing, lets me access my time tools from anywhere and has saved me both time and money since day one.
Cons
From my experience, the online version of QuickBooks feels harder for me to navigate than the desktop version. I find myself taking longer to complete simple tasks because the layout isn't as clear.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Clinic, 1-10 employees
Less than 6 months
“Efficient Daily Task Completion”
Pros
I've had a great experience using it so far. The connection with QuickBooks works well for me and getting daily tasks done feels quicker and more manageable.
Cons
What stands out to me is that any invoice design changes have to be done directly inside QuickBooks. I find this a bit inconvenient since I'd prefer more flexibility outside the system.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10