I like that you have the ability to customize filters when searching for engagement letters because it's saved me so much time. It’s a great feature and makes the process much easier and faster. It’s also extremely helpful to be able to adjust columns and customize the dashboard and it's very inclusive for all different staff. I also appreciate how much faster customer support is compared to other platforms I’ve used in the past. A lot of the support staff is actually willing to work with you and cares about solving your problem rather than ignoring you. There are also a lot of resources available on the website, which has made it easier to transition into using this software. Overall, it out performs a lot of other platforms because we’re able to include billing features and pricing within engagement letters, which has improved our workflow and strengthened communication within our firm and with our clients. It also has done well performing because it's able to handle integration between personal and business profiles which allows us to combine engagement letters into one document and it seems like clients have responded well to it and it has saved a lot of time and hassle.

I like the site format and the ease of using it, whether it be for AR/Collections or assisting clients pay their invoices.

Automation features along with user experience