It's very user friendly, ease of creating new records Review collected by and hosted on G2.com.
detailed reports are not very easy to create Review collected by and hosted on G2.com.
Thank you for the kind review. We will share your feedback with the development team.
lots of reminders; easy to navigate and understand Review collected by and hosted on G2.com.
lots of reminders and duplicative emails Review collected by and hosted on G2.com.
Ease of use Review collected by and hosted on G2.com.
finding IP can be tough Review collected by and hosted on G2.com.
its unified approach to activities, correspondence and due dates. I like how it breaks things into Activities. I also like the auto-generate functions for IDS's and other documents. Review collected by and hosted on G2.com.
The ability to search messages is not as robust as I would like. Also the options for References are confusing (Marked, Unmarked, etc), but that might be specific to my client Review collected by and hosted on G2.com.
Thank you for your review!
The ease with which users can generate reports and obtain information using a variety of searching parameters. Review collected by and hosted on G2.com.
The tendency for CPA to include illogical automatic deadlines in FIP. Review collected by and hosted on G2.com.
Thank you for the feedback and review Steven! We strive to ensure the accuracy of our deadline calculations. That said, we encourage you to report any perceived issues to our Support Team.
I have so many favorite features, but as a law firm, I really love the ability to mange references cited across the entire family. Review collected by and hosted on G2.com.
I don't have any real dislikes, the company works with users to ensure that each new release and feature is what the users would like to see in the system. So they are constantly updating things and making each area more in line with the user needs which is pretty awesome. Review collected by and hosted on G2.com.
Thank you for the amazing review Emilie! We truly enjoy working with customer advocates like you.
My favorite part of FoundationIP is how customizable it is. You can make it exactly what you need whether you are a firm or corporation, regardless of size. Review collected by and hosted on G2.com.
My least favorite thing about FoundationIP is how intimidating it can be to new users. My best advice is to jump in and start using it because once you spend some time in the system, it is less intimidating and easy to use. Review collected by and hosted on G2.com.
Thank you for the detailed and thoughtful review Brenda! We love working with dedicated customers like you.
User Friendly software. Updates are exciting and saves lots of time with a lot of searches and data entry. Review collected by and hosted on G2.com.
With the partnership with CPA Global some of the annuities information do not coincide with CPA Direct, hoping that with the upgrade CPA Direct has this will change. Review collected by and hosted on G2.com.
The ease of docketing and reporting. I love how you can search action by typing in a few characters. Review collected by and hosted on G2.com.
The system is very slow sometime fairly often. Review collected by and hosted on G2.com.
Many thanks for your review!
Ease of use, covers all my needs. Seemless. Review collected by and hosted on G2.com.
Fields are redundant. I don't use most of the fields. Review collected by and hosted on G2.com.
Many thanks for the review!