Coordinate has revolutionized our project management approach by empowering our clients to actively participate in their projects. Through its intuitive interface, we seamlessly assign tasks to clients, streamlining our workflow and saving valuable time previously spent on follow-up reminders for document submissions. Additionally, Coordinate’s automated reminders to clients ensure task completion, alleviating the necessity for extra administrative support. Thanks to these efficiencies, our boutique-sized tax firm experienced a remarkable 45% increase in tax preparation volume this past tax season. Review collected by and hosted on G2.com.

We've noticed that some integrations require customization by Rick and his team, which takes time. It would be great to have more built-in options available. For instance, integrating task due dates with Google Calendar would greatly improve our workflow. Review collected by and hosted on G2.com.