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Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies
QuickBooks Online is perfect for small and medium businesses, offering smart tools to manage finances, track expenses & streamline processes. Save 50% off for 3 months!
The epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect.
CLIENTS USUALLY CALL ME IMMEDIATELY TO COMPLAIN HOW MUCH IT COSTS THEM TO SEND THEIR PAYMENT. I HAVE TO REMIND THEM TO CHECK THE NEXT BOX FOR ACH WHICH CHARGES A NOMINAL FEE.
As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well.
When our clients have a $10,000 bill due, it's tough to want to cough up an additional $350. Usually clients try to avoid CC if their bill is high and I don't blame them.
Ease of implementation and continued use of the program has been fantastic, and the timeliness of the customer's payments getting routed to us is quick. I'm quite happy with ePayPolicy.
When the maximum EFT payment amount is reached, and another client payment must be made for the balance, it's frustrating a client must pay the fee twice.
The overall ease of use is great for both our staff and our customers. And I love when our MGAs/Brokers use it for allowing us to see our open invoices with them and pay those premiums quickly online.
The few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated.
Quickbooks is easy to manage use and learn. It provides good reports quickbook comes at an affordable price therefore it has been perfect fot my small buisness.
The biggest downfall of QBO is that it is very different from QBD and has a learning curve. If the users do not learn how to propertly use QBO, they can mess up the companies books BAD.
Fields to fill and perfectly links the data from one end like ap and AR to the bank reconciliation. Great reports on transactions for the month or period if interest.
No 'undo' button and not excessively intuitive. If you make a mistake, have to know how to reverse/correct it.
Great smart accounting software that is very responsive and nice to send invoices and get paid faster.
Quickbooks left me feeling incapable of completing the simple tasks required to run our day to day business. I hated every moment I spent logged on to quickbooks.
Great product, very reliable and simple to use. They have multiple integration capabilities, which is super helpful for freelancers.
When you first start using the app it can be irritating and tricky.
Speaker 1: My name is Alex. I'm the COO for Made By WiFi. We're a boutique IT firm based out of New York City with under 10 employees. I would rate QuickBooks Online a 5/5. I use QuickBooks Online for bookkeeping, invoice management, accounts receivables, payment processing, as well as the reporting capabilities which are very rich. I like how easy it was to pick up and learn. I've never used QuickBooks before. We were managing our company's finances through Google Sheets prior to QBO. The learning curve was basically a day, we got it all figured out. It's very easy to navigate and it's very easy to find what you need as well as streamline financial operations. Just making it easier to get paid, essentially. I'd like to see more consistent monthly billing from QBO. I feel like our monthly billing increased almost by 50% since we signed up without really getting more features. I'm not sure how quickly or why they raised their prices so aggressively, but they have, and I wish there was just more of a locked-in rate for a period of time that we could have agreed to.
ePayPolicy
QuickBooks Online
Top FeaturesePayPolicy
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QuickBooks Online
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