---
title: "TPS Cloud Axis Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about TPS Cloud Axis Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more."
source_url: "https://www.capterra.com/p/235606/TPS-Cloud-Axis/"
page_type: "product"
language: "en"
---

# 

 TPS Cloud Axis Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 25, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

TPS Cloud Axis

## What is TPS Cloud Axis?

TPS Cloud Axis was designed with small to large scale accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. \*Easily track your time and generate customizable invoice. \*Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar \*Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. \*Clients Portal \* E-signature & E - Payments \*QBO Bidrectional Sync \*AI + MCP

## What is TPS Cloud Axis used for?

[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Time and Expense](https://www.capterra.com/time-and-expense-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/)

Recognitions

Shortlist

Overall rating

Based on 165 user reviews

Reviews sentiment

Positive

97%

Neutral

2%

Negative

1%

Starting price

$18

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Accounting Practice Management / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Rating Breakdown

4.6

+−

Features4.5

Value for Money4.6

Ease of Use4.5

Customer Service4.9

Rating Breakdown

4.6

Features4.5

Value for Money4.6

Ease of Use4.5

Customer Service4.9

## TPS Cloud Axis Reviewers Verdict

Updated August 2026

AI summary

-   TPS Cloud Axis is a strong fit for small accounting firms and office managers who need organized time tracking, billing, and workflow management.
-   Users appreciate its flexible features, remote access, and the ability to tailor workflows and client tracking to firm-specific needs.
-   The platform helps reduce time spent on administrative tasks, supports remote work, and improves day-to-day oversight of projects and employees.
-   Buyers may need to accept some trade-offs with client data entry, report complexity, and billing workflows that can require extra steps or learning.
-   TPS Cloud Axis fits best where accounting practices value access and customization, but may be less ideal for firms needing advanced reporting or highly intuitive client entry.

## TPS Cloud Axis alternatives

Highest Rated

[Abby](https://www.capterra.com/p/268623/Abby/)

[4.7 (604)](https://www.capterra.com/p/268623/Abby/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/268623/Abby/)

[4.6 (1,477)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.0 (624)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[PayPal](https://www.capterra.com/p/207944/PayPal/)

[4.6 (26,610)](https://www.capterra.com/p/207944/PayPal/reviews/)

Starting price

$0.29

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/207944/PayPal/)

[View all alternatives](https://www.capterra.com/p/235606/TPS-Cloud-Axis/alternatives/)

## FAQs about TPS Cloud Axis

Overview

### What problems does TPS Cloud Axis solve?

TPS Cloud Axis solves time tracking, billing, and reporting bottlenecks by giving firms an organized, cloud-based system for remote time entry, client billable hours, invoicing, and readable reports. Accounting firms, payroll staff, billing teams, and office managers benefit most by reducing manual corrections, speeding adoption, and easing software transitions with responsive support.

Answer based on 95 reviews

Overview

### Which roles and teams benefit most from TPS Cloud Axis?

TPS Cloud Axis is most used by accounting professionals, firm owners, and office administrators who need secure document exchange and streamlined client workflows. CPAs, accountants, and bookkeepers use it to manage tax and financial files, while partners, presidents, and managers rely on it for oversight, coordination, and operational efficiency.

Answer based on 165 reviews

Overview

### What company size and industries is TPS Cloud Axis built for?

TPS Cloud Axis is built for small businesses, with 100% of reviewers coming from that segment, and it primarily serves accounting firms, which represent 96% of reviewers. It also appears in financial services at 2% and environmental services at 1%, aligning with its focus on small to large-scale accounting practices.

Answer based on 165 reviews

Features and Usability

### What are the key features of TPS Cloud Axis?

TPS Cloud Axis includes core time tracking and billing tools such as time entry, live timer, invoicing, accounts receivable, and project billing. Reviewers also highlight differentiating workflow management features like due date tracking, status updates, and task reassignment, plus customizable reports, client tracking, batch invoice emailing, and QuickBooks integration.

Answer based on 68 reviews

Integrations

### Which third-party tools and platforms does TPS Cloud Axis integrate with?

TPS Cloud Axis integrates with QuickBooks Online Accountant, QuickBooks Online, 8am CPACharge, PayPal, Stripe, and Claude. Its catalog also shows accounting and payment connections for CPACharge and PayPal, giving TPS Cloud Axis a focused set of integrations for invoicing, billing, and related workflow needs.

Answer based on 6 reviews

Getting Started and Support

### How easy is it to onboard and train a team on TPS Cloud Axis?

TPS Cloud Axis is generally easy to onboard for everyday users, with live online training, webinars, and videos supporting self-paced learning. Reviewers say intuitive screens, built-in help, and responsive support help teams get started quickly, while admins, long-time users switching versions, and those configuring reports or workflows may need more time.

Answer based on 28 reviews

Getting Started and Support

### What customer support options does TPS Cloud Axis offer, and how do users rate the experience?

TPS Cloud Axis offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as quick, patient, knowledgeable, and easy to reach, with helpful videos and documentation easing the learning curve. A smaller number report inconsistent service, occasional dismissive interactions, and frustration when complex issues are not fully addressed.

Answer based on 68 reviews

Features and Usability

### How well does TPS Cloud Axis handle reporting?

TPS Cloud Axis offers a wide range of standard and customizable reports for billing, WIP, accounts receivable, and productivity tracking. Small CPA firms often like the report variety and saved favorites, but some users find report names confusing, navigation difficult, and recurring date range setup more manual than expected.

Answer based on 41 reviews

Features and Usability

### How easy is invoicing in TPS Cloud Axis?

TPS Cloud Axis makes everyday invoicing fast and straightforward, especially for firms handling time-based billing and batch invoice delivery. Small accounting teams often like the professional templates and easy billing flow, but some users want simpler customization, direct printing, easier corrections, and tighter links between invoicing and workflow.

Answer based on 33 reviews

## Who uses TPS Cloud Axis?

Based on Capterra reviews from the past 3 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 13,683 Workflow Management reviews

Capterra reviewers point to these as the top priorities when choosing workflow management software:

-   **Task Management** (**50%** of reviewers rated this feature as critical)
-   **Progress Tracking** (**46%**)
-   **Business Process Automation** (**43%**)

TPS Cloud Axis supports all three features buyers rate highest: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help teams organize work, monitor task and project status in real time, and automate repeatable processes, allowing teams to improve efficiency, maintain visibility, and keep workflows moving consistently.

Task Management

4.3 (27)

107.41% of 27 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Progress Tracking

4.4 (10)

100.00% of 10 reviewers that rated this feature as important or highly important

Reporting on how each user, task or process has advanced since its initiation

Invoice Creation

4.6 (72)

81.94% of 72 reviewers that rated this feature as important or highly important

Create invoices from scratch or have recurring invoices

Invoice History

4.6 (62)

90.32% of 62 reviewers that rated this feature as important or highly important

Store and view prior invoices for each account/client

Billing & Invoicing

4.7 (55)

98.18% of 55 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Invoice Processing

4.7 (47)

100.00% of 47 reviewers that rated this feature as important or highly important

Creation, processing, verification, and execution of invoices till the payment is made

TPS Cloud Axis 82 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Portal: Gateway through which end users can view past bills and pay current invoices
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Bulk Send: Process of sending a large number of documents, messages or emails to multiple recipients at once
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Credit Card Processing: Accept and process credit card transactions
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- For Accountants: Software specialized for accountants and accounting firms
- For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
- Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis
- Invoice Creation: Create invoices from scratch or have recurring invoices
- Invoice History: Store and view prior invoices for each account/client
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Messaging: Communicate using messages within the system
- Mobile Access: Access software remotely via mobile devices
- Mobile Payments: Clients can submit payments via mobile devices
- Multi-Currency: Manage and handle various international currencies
- Online Invoicing: Create, send, and view electronic invoices
- Online Payments: Accept and process online payment transactions
- Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Billing: Business model that bills clients an amount based on the project/task/job performed
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- QuickBooks Integration: Integrates with QuickBooks
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Time Tracking by Client: Track time worked per client
- Time Tracking by Project: Track time worked per project
- Timesheet Management: Track the amount of time spent on a job or task
- Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.5 (165)

4.5

Based on 165 reviews

## Pricing

Value for money

4.6 (154)

Free Trial

Basic

$18.00

Per User,Per Month

Pro

$25.00

Per User,Per Month

Ultimate

$34.00

Per User,Per Month

Value for money

4.6 (154)

4.6

Based on 154 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Claude](https://www.capterra.com/p/10011218/Claude/)[

8am CPACharge](https://www.capterra.com/p/10021025/CPACharge/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (157)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (157)

4.9

Based on 157 reviews

## User reviews

Overall rating

4.6

Based on 165 reviews

Filter by rating

5(112)

4(48)

3(4)

2(0)

1(1)

Mentioned topic

Sorted by most recent

KS

Kimmy S.

Accoutant

Accounting

### "\[sensitive content hidden\] is the best"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

July 13, 2026

We love \[sensitive content hidden\] she calls us back right away and has a very kind and patient demeanor when we are trying to learn a function in TPS.

Pros

It has a lot of functionality; the interface is nice & it's pretty fast at pumping out reports.

Cons

Sometimes there are just too many ways to do something and it's not very obvious sometimes. And reports don't allow us to customize - like pull in difference fields.

Alternatives considered

[CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/)

Reasons for choosing TPS Cloud Axis

Good price for a smaller practice without using one of the larger scale softwares

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

July 17, 2026

Thank you for the thoughtful feedback! We’re thrilled you’re enjoying the interface and speed of our reporting. Regarding your notes on customization, I wanted to mention that TPS actually does support custom reporting—we'd love to help you pull in those specific fields you're looking for. We also hear you on the learning curve; I’ve shared your feedback with our product team to help us simplify those workflows. Finally, thank you for the shout-out to our support team—they’ll be so happy to hear your kind words! We’re glad to have you with us

CG

Cheryl G.

Bookkeeper

Accounting

### "Customer Serive Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

July 10, 2026

Our experience with customer service is always great. They quickly respond. Over experience is good.

Pros

Customer Support-\[sensitive content hidden\] is always very helpful, calls us back quickly. Explains everything she is doing as she does it.

Cons

When there is an update and it changes our templates. That delays us process invoices and statements.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

July 17, 2026

Thank you for the kind words about our support team! We’re so glad to hear that you're having such a positive experience with them. We also appreciate your honest feedback regarding template updates. We understand how frustrating it is when those changes impact your invoicing workflow, and I have shared this directly with our product team to help us improve the update process for you moving forward.

JO

Jane O.

Office Manager

Accounting

### "Productivity Better With TPS"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 12, 2026

Not very easy to learn but a tremendous improvement over our old system and method of tracking. Decreased the amount of time spent looking for files and time keeping was better.

Pros

TPS Cloud Axis makes it so much easier to track which employee is working on which project. It is a time saver. Locating files is a breeze and providing our customers with instant updates on the status of their projects feels more professional and responsive. Depending on which card service merchant is used, clients can pay online and the payment is credited to their account immediately. I do like that when I need help navigating TPS, I can call on help from the support team.

Cons

The thing I like least is the number of "clicks" it takes to do anything in TPS. It is also not very intuitive for users.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

July 17, 2026

Thank you for sharing your feedback with us! We are thrilled to hear that TPS Cloud Axis has streamlined your project tracking, file management, and client communication, and that our support team has been a valuable resource for you. We hear your concerns regarding the "clicks" and the overall intuitiveness of the interface. I have shared your feedback directly with our product team, as we are actively looking for ways to streamline workflows and make the user experience more efficient. We truly appreciate you taking the time to share your experience!

SM

Sandra M.

Office Manager

Accounting

### "TPS BELIEVER"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 5, 2026

Overall experience from implementation to production was fairly painless. the team assigned to help us get up and running, in record time, were above and beyond.

Pros

Value for Money. TPS is less than half of our two previous billing/invoicing software. The pricing is what tipped us to TPS. Also, all the instructive videos were helpful.

Cons

Some of the functions were less user friendly than others and it took calls to TPS to clarify. But overall, very little to dislike.

Switched from

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)

CCH ProSystem Billing Cost was prohibitive and rising.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

BM

Brad M.

Partner

Accounting

### "TPS assistance"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 23, 2026

They were wonderful. \[sensitive content hidden\] was helpful and pleasant. She walked me through my issue and showed me where i was going wrong. She also helped show me some options for future use

Pros

It is a very versatile product which is we have only just scratched the surface. More to come as we move into more aspects of the program.

Cons

as of yet, I have not run into anything I have not liked about the program. It has been easy to use, modify to my specifics and versatile all around

Switched from

[Caseware](https://www.capterra.com/p/129838/IDEA/)

our system was the old desktop version. the online version was not as good.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

February 25, 2026

Thank you for taking the time to share your experience and for your thoughtful feedback. We’re glad to hear that you find the platform versatile, easy to use, and customizable to your needs. It’s great to know you’re continuing to explore more features as you expand your use of the program. We also appreciate your kind words about your support experience.

TB

Terry B.

Office Administator

Accounting

### "Great Customer Support!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 27, 2026

So far so good! TPS Cloud Axis is a great product at a fair price. There is a big library of standard reports to get us the information we need.

Pros

We just started using TPS Cloud Axis and really like how intuitive the software is. Their Customer Support team is very responsive and super helpful.

Cons

Our firm has only been using TPS Cloud Axis for a few months and haven't encountered any issues yet.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

KM

Kenneth M.

Owner

Accounting

### "Real feedback"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 14, 2026

I realize it is a painful process having to learn a new system but so far, I feel like that TPS is there to help make it as painless as possible.

Pros

It works and good help available. I am still learning what it can do. I do not have a lot of time to play around with it so it is a slow process, but it appears to have some potentially nice features.

Cons

I do not like being forced to get familiar to the different way of doing things and terminology. I had the old software down.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

January 15, 2026

Thank you for taking the time to share your experience. We completely understand that transitioning from a system you knew well can feel challenging, especially when time is limited and terminology or workflows feel different at first. We’re glad to hear that our support team has been helpful and that you’re already seeing the potential value in TPS. Making the learning curve as smooth as possible is very important to us, which is why we offer guided support, short how-to videos, and hands-on assistance whenever you need it.

DS

Debbie S.

President

Accounting

### "Best Customer Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 30, 2025

I will never switch to another time management, client management system. It is simple and easy to use

Pros

TPS Support is so timely and responsive. Customer Support is brilliant. I never have to worry that my subscription is paid and then they ignore me.

Cons

There is nothing I do not like. If I have a suggestion TPS always consider adding it to the program.

Switched from

[CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/)

[ClientTrack](https://www.capterra.com/p/249619/ClientTrack/)

Lack of tools I needed to run my practice and difficulty for staff to use

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

DK

Debbie K.

Receptionist

Accounting

### "Just getting started! :-)"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

December 29, 2025

I am so new to using this, as this is my 2nd week to use. I am very pleased with the help center thus far. \[sensitive content hidden\] have walked me through several things, ex. setting up preferences and things I will be using on a daily basis. I felt heard and never rushed. I would highly recommend either of these employees as a "go to" for any questions.

Pros

I still learning, as we just starting using 12/18/25. It's all new and different still to me. I hope I get more familiar with the Cloud. I am not opposed to change, just need a small amount of training and I should be able to adjust.

Cons

I feel like there are multiple steps to entering Time sheets than before. I may get the hang of it before to long.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

MA

Marina A.

Admin

Accounting

### "Thank you!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 19, 2025

it has been a great experience. Defintely more modernized compared to the deskto verision. Much cleaner

Pros

More modern and way better to use than the older verison. Has better features and easier to use as well.

Cons

It could have more features like search button on the workflow. Also with the invoicing it should have an option to add discount

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