
The client task feature makes it easy to track items we are waiting on for clients and makes it easy for them to reply. There are so many cool automations to help eliminate things from falling throught the cracks and their AI tools and QuickBooks Online integration top it all of to round out as a complete practice management solution. Review collected by and hosted on G2.com.
There is nothing I dislike about the product or the customer service. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.





