The best features are the form letters and being able to attach them to each client. The stick notes and activities help all of us knowing what we did for customer Review collected by and hosted on G2.com.

The only thing I don't like is in the event we get locked out we need to call in. There should be an automated thing Review collected by and hosted on G2.com.

For the amount of time we are on this system - I liked the simple layout... that is it. Review collected by and hosted on G2.com.

I was not too fond of the way applications were pulled, nor did I enjoy the way that items had to be attached in the system. The billing was okay but not as easy as the other platforms. Review collected by and hosted on G2.com.

I have been using Applied TAM for over 5 years now. The system is clean, accurate, and easy to navigate even for someone with no experience in the industry. It has every function imaginable to keep your records up to date and accessible such as invoicing, downloads, billing, and document storage. Review collected by and hosted on G2.com.

The attachments are sometimes difficult to find if there are many and you are looking for something done many years ago. It can be time consuming to sift through them all. Also, the coding system is difficult to change/update if you need to change the way a new account was entered due to marriage/divorce etc. Review collected by and hosted on G2.com.

Applied TAM has very few features that I like. One that comes to mind is probably the ability to see past memos that were created. You're also able to function while using it and I'm sure it was very feature-rich back 10-20 years ago Review collected by and hosted on G2.com.

Applied TAM is way overdue for a refresh, though Applied EPIC has made that clear by completely abandoning its support. One of the major cons of using Applied TAM is that the data integration with other software such as Epic is very difficult to manage. Also, much of the data is not centralized, meaning that if you input information in one spot, you will have to manually input the information again elsewhere. Review collected by and hosted on G2.com.

The virtual environment makes it convenient to access vital information wherever we are. If I travel to a satellite office, I can still access my personal virtual desktop. Review collected by and hosted on G2.com.

The restrictions inside the virtual environtment. Right click is disabled, so moving and transferring files can sometimes be rather tedious. Storage capacity may be an issue in the future, as our database is constantly growing. When we run out, it's up to us to go through records individually and delete any unnecessary files. Review collected by and hosted on G2.com.

That I can search for clients in multiple ways Review collected by and hosted on G2.com.

The new update! I hate it. Too much lag time now Review collected by and hosted on G2.com.

Reports are easy to manage. However, there is not a lot of extra functionality within the reports themselves. There are new features that come out yearly from Applied for TAM. Review collected by and hosted on G2.com.

Old, out of date platform. Applied Epic is a much better product, but is expensive to implement. It is easy for everyone not to do the same workflows. There is nothing to "force" processes. Review collected by and hosted on G2.com.

The best thing about TAM is that it is easy to use once you have customized it and use it for a while. It makes attaching, setting reminders, making notes, and using Acords very easy. Review collected by and hosted on G2.com.

There is a learning curve to this this software. When making activities and using Acords I wish there were more ways to customize software. Review collected by and hosted on G2.com.

It is very easy to use. Fast if you need to rush something to the client, ex. COI, binder. It also very powerful in terms of keeping all the records and policies. When you need anything, you can find it very fast. Review collected by and hosted on G2.com.

The company stops update this application. So this application is kind of outdated. Review collected by and hosted on G2.com.

The software is very robust and has great document management and activity reporting. Review collected by and hosted on G2.com.

Without buying additional features, you cannot bulk email certificates to the cert holders. Review collected by and hosted on G2.com.