Biztree

Business-in-a-Box


5 / 5
30 reviews

Who Uses This Software?

Business-in-a-Box is designed to help business people get more done in less time. This do-it-yourself document templates software has been created to increase at-work productivity and efficiency.


Average Ratings

30 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $299.95/year
  • Free Demo
    Yes
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    No
  • Support
    Business Hours

Vendor Details

  • Biztree
  • www.biztree.com
  • Founded 2001
  • Canada

About Business-in-a-Box

Get access to our premium collection of over 1,800 business document templates to help you start, run and grow your company like a pro! Easily completes a wide range of tasks such as contract writing, client acquisition, accounting, HR management and many more.


Business-in-a-Box Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

Business-in-a-Box Reviews Recently Reviewed!


Capterra loader

Wowza! This stuff is awesome.

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When I purchased Business in a Box, I wasn't really sure what to expect but I needed a really well drafted agreement and Business in a Box had it. I felt that the purchase was worth the money and once I purchased it I was in heaven. I cannot believe all of the templates and forms and products that are available within this software. It's made my life so much easier in every way from writing business plans, to marketing, writing and establishing agreements, and so much more.

Cons: Once you create or use Business in a Box to create a file, you MUST always have a Business in a Box subscription to continue to use that file. You cannot simply save it and use it forever. You will always need to have that subscription current. But in the end it is worth it. It's a simple cost of doing business.

Overall: I am run a virtual assisting and business advisory firm and I use Business in a Box multiple times a week for many different clients in a variety of industries> it has allowed me to better service my clients within their businesses.

Vendor Response

by Biztree on December 13, 2018

Hello Tina,

Thank you very much for this review. We are happy to know that you are enjoying the variety of forms and documents that the Business-in-a-Box library includes.

As for the comment you included in the Cons section, please contact us either over the phone at the toll free number 1 866 383 4100 or via email at support@biztree.com.
We will be happy to assist you to make the best use of your templates.

Kindest regards,

Your Biztree Team

Gem in a Box

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Everything about contained in the package with continuous development to make better.

Ease of use and great value for money. Used it for a few years now.

Cons: Takes over word on installed PC which can sometimes be very annoying.

Overall: Writing of proposals and contracts.

Vendor Response

by Biztree on December 13, 2018

Dear Babatunde,

Thank you very much for your review.
We are happy to know that the Business-in-a-Box software is serving its purpose for you.

As for the issue that you mention in the Cons section, I believe that you are referring to the Business-in-a-Box toolbar. We recently added this toolbar to allow our users to use our templates directly from Word or Excel.
Please note that there are 2 ways you can disable the toolbar in Office:

From Business-in-a-Box: Click on SETTINGS/Office Templates Toolbar. Select Disabled, then click on the yellow Save button. You will need to restart Office then the toolbars will be gone. If you do not see this option, you need to use the next method.

From Word or Excel: In order to disable the add-in, go to FILE/Options/Add-Ins, select "COM-Add-ins" from "Manage" combo-box, click "Go", un-check "Business-in-a-Box Office Toolbar", click OK.

Certainly, do not hesitate to contact us should you need any further assistance.

Biztree Team

Business in a Box

Jan 24, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have using various versions of Business in a Box for many years. It's an excellent template for preparing business plans. It guides you nicely through the process with its use of tables, graphs and charts. It saves time and money.

Cons: It may seem a little cumbersome for some users who may lack accounting fundamentals.

Overall: I used it primarily for business plans.

Vendor Response

by Biztree on January 25, 2019

Hello Danley,

We are happy to know that that Business-in-a-Box assisted you to create Business Plans.

As for your comment about accounting fundamentals, you may want to take a look at a unique tool that we are recommending to all our clients now.

https://www.biztree.com/budgeto/

Budgeto is an online application that makes it quick and easy to build a complete financial plan, including:

- Profit & Loss Statement Forecast
- Balance Sheet Forecast
- Cash Flow Forecast

Budgeto allows you to make multiple scenarios, collaborate with your accountant, share to investors and export to PDF or Excel.

Learn More & Start Your 30-Day Free Trial:

https://www.biztree.com/budgeto/

To your business success!

Your Biztree Team

Exceptional Product, Huge array of Documents, simple to use.

Dec 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Almost any form of Contract and related documents readily available, and easily filled in and customisable.

This is like having every professions library on your computer, just dip in and out as you require! Customer Service, WOW is all I can say. I have only good things to say here, Never had a problem, and they really do care. Simple and honest, one of the few products that just keeps giving.

Cons: I really cannot with good consience say that there are Cons. Sure you can never please all people at all times, but this product really goes for it!!

Overall: I have solved many Accountancy and Legal issues with this product. It does all the name suggests. It should be "ALL-Businesses-in-a-box" !

Vendor Response

by Biztree on December 24, 2018

Hello Owen,

Thank you so much for this nice review!

We are very happy to know that Business-in-a-Box is serving its purpose for you.

Happy Holidays!

Your Biztree Team

Awesome Product

Dec 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is a complete business tool with all the necessary forms needed for running a successful business. The customer service is also excellent, Anytime something was not working properly the customer service team was right on top of it and made sure I continued to have a pleasurable experience using the product.

Cons: So far none at this time, as I fine this to be a great product and would highly recommend.

Overall: Just having the proper forms available and just having the ease of just filling in key information that is relevant to you. When compared to other similar products this ranks #1 in my opinion.

Vendor Response

by Biztree on January 02, 2019

Hello Cedric,

Thank you so much for this review!

We are so happy to hear that Business-in-a-Box is making your work life easier.

Certainly, do not hesitate to contact us should you have any question.

Your Biztree Team

Great Product & Support

Dec 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Wide selection of documents that can be used in business, e.g. agreements, resolutions etc.

When we first used their template for agreements, we still passed to our lawyer to review before adopting and they also said the quality of the agreement is good.

Cons: Unable to check and change status of installed license, so whenever we have changed the computer and have forgotten to uninstall the software, we have to seek help from customer service. Fortunately, their customer support is efficient and very helpful.

Vendor Response

by Biztree on December 21, 2018

Hello Vivien,

Thank you very much for your review!

We are happy to know that you appreciate the variety of the documents and that you feel confident about using our legal templates.

Do not hesitate to contact us should you have any question.

Your Biztree Team

Good selection of business documents

Apr 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We bought it years ago, it has wide selection of documents that needed for business like Contracts, NDA etc.

Cons: You can't just depend on it and it needs to be vetted by a consultant and some of the documents are too simple to be user

Vendor Response

by Biztree on December 13, 2018

Hello Sue,

Thank you very much for your review.
We are happy to know that you are still taking advantage of the Business-in-a-Box library.

As for the comment that you included in the cons section, yes, we actually highly recommend our users to have their contracts reviewed by a lawyer or a legal service before signing it. Naturally the lawyers will not charge you the same price for reviewing a contract than for writing it from scratch. The software also includes several documents that only require minor customization.

Certainly do not hesitate to contact us should you have any question.

Your Biztree Team

"Out of the Box" convenience

Aug 07, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: You can find a business document to use that is reliable and comprehensive. The included document categories are exhaustive , and most can be used 'out of the box.' Value for money spent is really excellent. For business people with limited writing skills, you can find almost anything you need in the everyday course of transactions. Interface large but intuitive.

Cons: Don't rely on legal documents without a legal review by someone qualified for your business category and state.

Overall: I use them regularly (and update regularly) for simple terms of transactions documents.

Vendor Response

by Biztree on December 13, 2018

Hello,

Thank you very much for your review. We are happy to know that the Business-in-a-Box software is serving its purpose for you.

As for the comment that you included in the Cons section, you are absolutely right. We always recommend our users to have their important contracts reviewed by a lawyer or a legal service before signing them. Naturally, the lawyer does not charge the same price for reviewing a document than he would for writing it from scratch.

Do not hesitate to contact us should you have any question.

Your Biztree Team

Great product, a $200 extremely well invested!

Feb 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Huge library of business forms, contracts, agreements, etc. Very professional interface, easy to use. Great customer service too.

Cons: Nothing, a great purchase

Overall: Since I purchased this software, it has save me a lot of time and money. I can easily find some agreement or contract from your software that I can readily use in my various business situation all over the world, from China to Africa and the US. I no longer need to call my attorney every time I need an agreement or contract. It is a wonderful program. The most fantastic feature of this program is that you can save the file in Microsoft word format whereby I can easily make minor amendment.

Recommendations to other buyers: All small businesses should have this great resource. It will save you thousands of dollars and a lot of time!

Capterra loader

Just Amazing!

Feb 07, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that I can find just about if not every type of document I can think of (in different versions as well). Everything is so easy to modify.

Customer service is on point!! I did not even realize when my email was replied to (usually you wait so long to hear back I almost forgot about it)

Although I may not need it right now they're different languages.

Cons: Don't have any at the moment. If there's an issue it's super minor

Overall: Using business in a box has allowed me to work more efficiently in my turn around time in creating contracts or documents. It saved me a lot on time management and of course making me look super professional to our clients. Although the price may scare away some I'd say it worth it. It's a one-time investment for those who write lots of documents.

Thank you guys for the amazing product!

Vendor Response

by Biztree on February 08, 2019

Hello Shanice,

We are so happy to know that Business-in-a-Box is serving its purpose for you! :-)

Do not hesitate to contact us should you have any question.

Your Biztree Team

Legal Documents like a pro and customer support without paralell

Dec 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The sheer coverage and number of all the documents. they cover just about everything you can think off. The support is very friendly and cannot do enough to help.

Cons: There are no cons that i have found with the software

Overall: I am always using the documents from the software. i am a web designer and need a lot of legal documents. the software saves me thousands in legal fees.

Vendor Response

by Biztree on December 19, 2018

Hello Christopher,

Thank you very much for your kind review!

We're always happy to hear that our software is useful to our clients!

Certainly, do not hesitate to contact us should you have any question.

Your Biztree Team

Business-in-a-Box Review

Jan 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything

It has all documents I need to run my companies

Cons: Nothing. I like everything all document a are well written

Overall: I use it for my company departmets

Documents for Small Business

Feb 05, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It makes life so much easier.....I don't have to search for stuff online or try and create something from scratch - it is already there and professionally done......You can't ask for more than that!

Cons: That it is all US based......not a real drama though!

Overall: Excellent - wouldn't hesitate to recommend it to any small business owner/operator who needs to produce key documents quickly.

Amazing and helpful

Jan 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: how easy to find templates and adjust them.

Cons: nothing, everything was perfect and full of samples

Overall: I have been using it since 2015 and still, its an amazing business support especially in financial and planning, legal and other documents.

Vendor Response

by Biztree on January 23, 2019

Hello Tamer,

We are very happy to know that Business-in-a-Box is still serving its purpose for you.

Certainly, do not hesitate to contact us should you have any question!

Your Biztree Team

Business-in-a-Box review

Jan 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It works and provides a large variety of templates for just about any type document you would want.

Cons: None. I did not have anything occur or distract me while working on several important project documents.

Vendor Response

by Biztree on January 24, 2019

Dear Richard,

Thank you, we are very delighted to know that Business-in-a-Box is still serving its purpose for you.

Please do not hesitate to contact us should you have any question!

Your Biztree Team

Awesome app

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very use app for new startup and entrepreneurs. All documents are well written in a professional way and the software provides an user friendly retrieval and editor to use those documents.

Cons: Nothing is least in this software and just looking forward to have more documents which ofcaz the organization will do it. Very nice application.

It is easy to use and save a lot of time.

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is easy to get along with it. It contains all what I need.

Cons: I don't think there's disavantage on this software as it helps me a lot in daily business

Vendor Response

by Biztree on December 13, 2018

Hello,

Thank you very much for your review!

We are happy to know that the Business-in-a-Box software is serving its purpose for you.

Certainly, do not hesitate to contact us should you have any question.

Biztree Team

Great software

Dec 29, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The Forms are well organized and structured for businesses

Cons: sometime the auto update of company info does not reflect on the forms.

Overall: great!

Vendor Response

by Biztree on January 03, 2019

Hello Angers,

Thank you for your review!

We are working to improve the auto-fill feature,

Do not hesitate to contact us should you have any question.

Your Biztree Team

Practical and user friendly

Jan 21, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It has practical application and nicely categorized, hence precedents are easy to locate.

Cons: It would be good if it had more precedents for corporate practice.

BEST BUSINESS DOCUMENT TEMPLETE

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to created templetes in the quickest formats! I feel that this is the best formatted templetes for our business! The cost is so reasonable!

Cons: Alot of information at first, but very easy to understand!

Vendor Response

by Biztree on December 13, 2018

Hello Marie,

Thank you for this review, we appreciate it.
We are happy to know that you are enjoying the free trial of the Business-in-a-Box software.

Please note that the free trial is unlimited. Take your time to review the documents and do not hesitate to contact us should you have any question!
You can reach us over the phone at the toll free number 1 866 383 4100 or via email to support@biztree.com
We usually answer all emails with a few hours.

Your Biztree Team

Business in a Box - The Best ever in the World!

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its available 24/7, no questions ask, ready to use!

Cons: I can't think anything negative about it! really!

Overall: It so easy and so detail that all I need to make additional or amends to the document to suit my organizational needs.

Vendor Response

by Biztree on December 13, 2018

Hello Robin,

Thank you very much for your review.

We truly appreciate your enthusiasm about the Business-in-a-Box and are very happy to know that the software is serving its purpose for you.

Should you have any question, do not hesitate to contact us at support@biztree.com

Kindest regards,

Your Biztree Team

Great Combination of Quality Software and Excellent Customer Support

Dec 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Tons of useful and time-saving templates for use plus excellent customer support!

Cons: Other than having to contact customer support to reactivate the software (after forgetting to uninstall the software before upgrading Windows etc...)

Easy to use

Jan 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I find templates for every situation in the business.

with the auto fill function I save even more time.

Cons: I cannot recall anything negative since the years I'm using it

Overall: contracts , invoices , marketing

Vendor Response

by Biztree on January 07, 2019

Hello Michael,

Thank you for your review !

We're really glad to hear that Business-in-a-Box is a useful tool for your business.

Please let us know if you have any question or require assistance !

Have a great day !

Business-in-a-Box - Check

Jan 25, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is easy to use and the templates are wonderful as a basis and source to create new contracts adjusted to the respective situation.

Cons: Improvements of the layout of the contracts would be beneficial

Overall: Whatever business case I have, Business-in-a-Box provides me with a broad range of proposals and almost never let me down.

Review

Dec 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has amazing forms that save a ton of time

Cons: It needs to be more capable with platforms like google drive

Overall: Pretty awesome

Vendor Response

by Biztree on December 13, 2018

Hello,

Thank you very much for your review.
We are happy to know that you are fully taking advantage of the Business-in-a-Box library.

As for Google Drive, please note that it is possible to save the templates in Google Drive, after installing it onto your machine.

Certainly, do not hesitate to contact us should you need any further assistance.

Biztree Team

Excellent product (don't tell your lawyer!)

Feb 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Excellent product (don't tell your lawyer!) I tried other services like RocketLawyer or LegalZoom. The thing is, you can get Business-in-a-Box for the price these companies charge for one single document' it's a no brainer!

Overall: I tried other services like RocketLawyer or LegalZoom. The thing is, you can get Business-in-a-Box for the price these companies charge for one single document it's a no brainer!

Super productivity booster!

Feb 09, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has ALL you need for your business; letters, policies, legal documents, even interview guides! And their customer service is AMAZING!

Cons: Can't think of any.

Overall: I have been a very satisfied user since 2004! So great they keep improving Business-in-a-Box year over year better interface, new documents, new functions. I don't know what I would do without this very useful resource!

Recommendations to other buyers: Buy it, it's well worth the investment.

Capterra loader

With this software, you can be a real expert in business.

Jul 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ENORMOUS quantity of templates, of formats... this without a doubt, gives you an advantage when you want to do a business of any kind. You can certainly look like an expert with this software.

Cons: Nowadays, there's more than one way to do a business... maybe this software needs to get out of the box a little bit. but in terms of software is awesome.

Overall: I used it in college. With this software, I learned a lot.

Vendor Response

by Biztree on July 05, 2018

Thank you!

Best software for dummies like me!

Feb 17, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's simple, cheap and very easy to use for everyone!

Cons: None so far

Overall: I'm 67 years old, now running my own consultant business (need lots of different documents). I'm really not good with software and computers but Business in a Box is so simple to use, even an old timer like me finds it easy!

JUST BUY IT!!

Mar 01, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: saved me a lot of time and attorney's fees!

Cons: Not available online only

Overall: I just started my own business. Business-in-a-Box was recommended by one of my University teachers. I'm very glad I bought it, saved me a lot of time and attorney's fees!