Not a user-friendly experience Interface: 3 of 5. Customer support: 3 of 5 most days Attitude: 0 of 5 Renewal policy: -5 of 5 They use an unintuitive interface and claim that the security protocols are more important than the user experience. They automatically renew the annual license and offer a ZERO refund policy. To cancel or downgrade, there is a small very small window 30 days before renewal to change the account. Total bunch of jerks.

No one gets back to me... I tried this system out based on what I was told by Korey. He said if it doesn't fit my needs, there would be a full refund within 30 days. It didn't fit my needs and I reached out to him about the refund. I never heard back from him so I called him and he said he would process the refund. A few days later, Jasmine reached out to continue my onboarding, I told her Korey should have canceled my account and processed a refund. I never got an email confirming so I asked her to confirm. She did just that, thank you Jasmine. But then I got charged another month. I've tried reaching out and I got an automated email saying I will be getting refunded but I ask another question and no response. I called in again and spoke to someone telling them my situation. They sent me an email saying I need to log in to cancel my subscription. I can't log in, my account doesn't exist anymore I guess. I emailed them back letting them know that and no response. I sent another follow up email and still no response... Very unprofessional.

It's a great program It's a great program. Offers lots of flexiblity with clients and most of all much peace of mind for security against hackers, etc especially for sole practices.

Staff helped me determine the solution… Staff helped me determine the solution to a couple of my issues. We also identified a possible solution to a client issue. We will get back with the client to determine if we have corrected the problems.

There were times when i had uploaded an… There were times when i had uploaded an excel spreadsheet to work on and saved it several times, but it never saved to the desktop folder and had to recreate the work. This happened on multiple occassions. But overall, the filing system is still very good. Also, when giving rights to clients, once i have indicated the sub folders should be accessible by client, the system did not allow access to sub or sub-sub folders and i had to go in to the furtherest sub folder and provide access to client.