# Page 4 | TPS Cloud Axis Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is TPS Cloud Axis the right Accounting Practice Management solution for you? Explore 162 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews --- TPS Cloud Axis 4.6 (162) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of TPS Cloud Axis ## Showing most helpful reviews Showing 76-100 of 162 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TM Terri M. Office Manager Accounting Used the software for: 2+ years ### "TPS Cloud Axis Review" July 24, 2023 5.0 Pros We are very basic users. Time input by employees. Invoices input by me and payments input by me. The transition to TPS Cloud was very user friendly. Cons There are so many features that do not pertain to us. It would be helpful if I could just put as many e-mails and contacts within the Address tab of the client and not use contacts. I do not contact clients through TPS so this is not really a feature that is convenient for me. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for sharing your feedback on the transition to TPS Cloud. I'm pleased to hear that the system has been user-friendly and has eased our workflow as a team. Simplifying time input for employees and streamlining the invoicing and payment processes are significant improvements that can save time and reduce the chances of errors. A far as the contacts, we have made important improvements to our system regarding the Contacts and Email address section in TPS Cloud Axis. Emails will now be stored in the Contacts tab. We will create a ticket to has some one from support reach out and explain in detail. SB Silvano B. Owner Manager Accounting Used the software for: 2+ years ### "Take control of your practice!!" September 26, 2023 5.0 I love TPS Cloud Axis because the information is there and updated in real time, I am able to track my work day and activities spent on each client. Pros I like the ability to see what my work flow is over the period of time and be able to move things around on a day to day basis and keep things that are important on the radar. I have the workflow tab as my default tab and I like it because it shows what needs to be done over the next few weeks and I can schedule my time accordingly. Cons TPS has a lot of different activities which are spread out around different areas on the site. I don't like it that there is no "dashboard" that shows an overall summary - profitability, Billable time vs non billable time, which files are not worked on, files in progress, tasks to do this week, tasks that need documents, tasks waiting for signature and payment. I need to go in to specifically look for each item which is somewhat time consuming if I need to do this every day. It would be nice to have a customizable dashboard. Review Source Response from TPS Time & Billing Software October 4, 2023 We appreciate you taking the time to provide us with your feedback! We're thrilled to hear that you find our workflow feature helpful for managing your tasks and scheduling your time effectively. We've designed it with flexibility in mind to help you stay organized and prioritize your important tasks easily. We understand your desire for a customizable dashboard. I want to assure you that we already have a customizable dashboard feature in place, as well as Power BI analytics, which can provide the summary and insights you mentioned. In this case you will need to upgrade to TPS Cloud Axis Ultimate. We will contact you to help you upgrade and set your dashboard. KR Kevin R. President Accounting Used the software for: 1-2 years ### "TPS Software (1 year review)" January 9, 2024 3.0 TPS is reasonably priced solution for invoicing. However, when I asked for help from support, I was advised to look for another practice management software. Obviously, they have no interest in listening to customer issues so I would steer clear of this software. Pros Invoicing is easy to use and cloud based. Cons The software is ultimately not going to be useful for us. Here are some of my pain points. 1) I was looking for email integration and tracking using our firm domain for emails. Emailing clients invoices directly from the software would have been a bonus. However, TPS email processes use a @tpssoftware.net domain for email generation. Perhaps they will change this in the future. 2) TPS is a time and billing software. We wanted TPS to track time and expenses for our employees. TPS ignores non chargeable expenses. So if you are looking for a single point of entry for employees to use for time and expense reimbursements, this software is not your solution. 3) Reporting is frustrating. I have spent MORE time defining reports in TPS than I did with my old system. TPS has templated reports, however the templates are not very helpful and don't define the time frame. You must select the beginning and ending time frame for each and every report that you run whether it is month end, ytd or annual reporting. There are NO predefined reporting periods. You MUST do this for each report too. So you can't first define a time range and have it apply to several reports. You literally have to define the time range for each report. If you want to run 20 reports every month for management analysis, I think you could spend all day running the reports. 4) Onboarding was painful. I wanted invoice history to be imported into the system. However, TPS does not offer this feature. I had to manually add the prior invoices into the software. 5) I asked for assistance from customer support on my reporting and expense recordkeeping issues, and support replied back to me that I am the first person of 3000 plus CPA firms that complained about TPS reporting issues and suggested that I look at other practice management software and specifically named Mango, Canopy, Karbon, iFirm, Tax Dome, or Firm360. Reason for choosing TPS Cloud Axis I did a fairly substantial amount of research for a cloud based solution. TPS seemed to check the boxes. However, after using the product after one year, the product really is a basic product that I feel I was oversold on the capabilities of the system. Switched from [Abacus Private Cloud](https://www.capterra.com/p/183454/Abacus-Private-Cloud/) My old product was no longer supported and frequently crashed. Review Source Response from TPS Time & Billing Software January 11, 2024 Thank you Kevin, for taking the time to share your thoughts on our software. Our Ultimate plan offers full integration with Outlook 365, ensuring seamless email communication via your work email. Emails sent through TPS should appear in your Outlook Sent Folder. TPS diligently records all employee and non-employee expenses for a client. However, it's not designed to recognize specific instances like an employee buying pizza for the office and seeking reimbursement. There are many period specific reports and many that ask for a time frame where a start/end date is required. Our software provides a range of period-specific reports, some requiring a designated time frame. Periods are defined in the Firm setup and are crucial for certain period-sensitive reporting. TPS typically does not import client history, except for clients transitioning from our LAN "On-Premise" version. Importing client historical data is uncommon in the industry. CW Charles W. President Accounting Used the software for: 2+ years ### "TPS Comments" July 18, 2023 5.0 We are very happy with the program. Pros All of the features we are using are very helpful. Cons Mouse usage. It would be faster if there were more hot keys when updating workflow. The save button and next the OK button, if hot keys were made for them it would speed up the process. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for sharing your feedback regarding the mouse usage and hot keys for updating workflows. We genuinely appreciate your input, as it helps us identify areas for improvement. Hot Key are currently available only in the time entry section. We understand that efficiency is crucial for your workflow, and we'll certainly take your suggestion into consideration. Implementing additional hot keys for the save and OK buttons could indeed streamline the process and enhance user experience. Since its web base, TPS Axis has a Tab sequence to take you to the next field or Shift+Tab to take you to the previous field. Our development team regularly assesses user feedback to enhance our services. If you have any further questions or concerns, please feel free to reach out. We value your business and are committed to providing the best possible service. Thank you again for taking the time to provide your valuable feedback! CK Chad K. President/CEO Accounting Used the software for: 1-2 years ### "CFO Advisors Review" June 22, 2023 4.0 Pros Time management, billing & invoicing. The many reports available for the management of my firm. Cons Workflow & Due Date Management. I would like this to be easier to set up and implement. I may need more training on this part of TPS. Reason for choosing TPS Cloud Axis Cloud access Review Source Response from TPS Time & Billing Software June 23, 2023 Thank you for taking the time to share your feedback with us. We appreciate your review and the opportunity to address your concerns. Sorry you had issues getting started with Workflow. A support specialist will be reaching you to help implement it. You will see it is very easy to use : ) KA Kim A. Admin Accounting Used the software for: 2+ years ### "TPS is a Helpful Tool" May 3, 2023 5.0 Pros This program is a great tool that allows for analysis for time spent, costs to clients and time management. If you are unsure of anything, there are several videos and the support staff is truly exceptional. Cons The system has so many different features. If you are scared to push buttons, it can be a little overwhelming but ultimately the support staff and helpful videos are always a great source of information. Being able to import fees that our firms receives from outside sources via an excel spreadsheet that are passed along to our clients would be a great upgrade. Review Source Response from TPS Time & Billing Software May 11, 2023 Thank you for your feedback on our software. We are glad to hear that you appreciate the many different features we offer. We are happy to hear that you have found our support staff and helpful videos to be a great source of information. We strive to make sure our customers feel supported and empowered when using our software, and we are glad to hear that you have found our resources helpful. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are here to assist you and make your experience with our software as smooth as possible. DM Dianne M. CEO Accounting Used the software for: 6-12 months ### "TPS Axis is a Great Addition to Our Firm Management" October 19, 2021 5.0 We used the TPS Desktop/On Premise software on a file server for 3-4 years and converted to TPS Axis in January 2021. Our staff members think Axis is much easier to use than the Desktop version of TPS was. It has been a wonderful change and I recommend TPS all the time. Pros We are primarily using TPS Axis for tracking employee time for payroll and to track client billable hours for invoicing. Our employees love that Axis is cloud-based, so staff can enter their time remotely. We also really like that the client work time sorts by different types of work and that each employee can have multiple billing rates for different types for their work. The reports that I use are easy to read. The conversion from the old version of TPS toTPS Axis was seamless and all of our old data was migrated into Axis in about 2 weeks. It's a great value for the price. I would love it if TPS becomes full-bodied practice management software. Cons The report names are confusing because they are all so similar. I have a hard time getting the reports I want, so just use a few that I understand. Giving each of the reports a more unique name would add a huge amount of value for me because I could use the software at a much greater level. Reason for choosing TPS Cloud Axis Initially, a software consultant found the original version of TPS after doing research. I was so glad he did. Review Source Response from TPS Time & Billing Software July 9, 2023 Thank you for sharing your positive experience with TPS Axis .We're happy to hear that the cloud-based nature of Axis allows for remote time entry and that your employees find it convenient. We're glad to hear that the conversion from the old version of TPS to TPS Axis was seamless and that all your old data was successfully migrated within a short timeframe. It's fantastic to know that you find the reports easy to read and that you consider TPS Axis to be a great value for the price. Enhancing the clarity and uniqueness of report names is certainly a valuable suggestion. You can always key in the search field the name of the report you would like to find. In the meantime if you need any help finding any reports please let us know. FP Frank P. Manager Accounting Used the software for: 6-12 months ### "TPS - A Must for Small Accounting Firms!" October 28, 2021 5.0 Pros Time entry for employees is easy, straightforward and requires very little time. The ability to live-track time has improved time tracking compliance. Billing functionality has transformed how and when we bill. Being able to simply and quickly bill directly from TPS has taken out a lot of manual time calculation and manual billing compilation. For the first time we're actually able to start interim billing our clients, which they actually greatly appreciate as bills are timely for work performed and doesn't end up with one large bill for the year after year end. Cons The workflow management could be easier to use, I'm not quite sure how but presently the need to manually click on each individual client in the calendar and select "Done" can be quite cumbersome. As a result we haven't used this functionality yet. Alternatives considered [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) Reason for choosing TPS Cloud Axis TPS has a better price point, easier functionality and use, a sleeker look, equal if not better functionality (invoice and billing, time tracking, practice management, workflow management) compared to BQE and ImagineTime. Review Source Response from TPS Time & Billing Software July 9, 2023 Thank you for your positive feedback! We're thrilled to hear that our time entry system has made it easy and straightforward for employees to track their time, while also improving time tracking compliance. We're glad to know that this has reduced manual time calculation and billing compilation. We acknowledge that usability is a key factor in enhancing the efficiency of our workflow management system. Whish is why end of July we will be releasing a complete different approach to time entry. We will be letting you know once its available. KN Karen N. Office Manager Accounting Used the software for: 2+ years ### "TPS Cloud Axis for Accounting Practice" August 3, 2023 5.0 We have been using TPS Cloud Axis for approximately 2 years, after using the non-cloud version for 3 years prior. It has been a tremendous asset to our practice and has helped immeasurably. The fact that is a cloud-based system allows us to you it anywhere, which is huge! We didn't realize how much we were underbilling our clients until we were introduced to TPS. Pros Time tracking for our accountants is of the utmost importance. TPS Cloud Axis has been a lifesaving tool and helps us bill our clients appropriately. Cons I can't really come up with any cons! We love it! Reason for choosing TPS Cloud Axis It was recommended to us by another accounting practice. We did look at other companies and felt that TPS was the most user-friendly option and it had everything we needed. Review Source Response from TPS Time & Billing Software August 4, 2023 We greatly appreciate your feedback Karen! It's wonderful to hear that TPS has been an invaluable asset to your practice and has made a significant difference. Our team is dedicated to providing solutions that truly enhance our clients' operations, and your satisfaction is our ultimate reward. Realizing the extent of underbilling can be a challenging situation, and we're delighted that TPS was able to bring this to your attention. We strive to offer a top-notch solution and services that optimize efficiency and accuracy for our clients. If you have any further questions, feedback, or suggestions, please don't hesitate to reach out. We value your partnership and look forward to continuing to support your practice's success with TPS! TS Terri S. Assistant Accounting Used the software for: 2+ years ### "In general, TPS is easy to use. Still many glitches in software though" June 29, 2023 3.0 Pros Easy to use, customer service is always great. Cons Many glitches, Quarterly Automatic Billing does not work. Reports need to be simplified, very hard to find information that is needed, seeing what an invoice is for without having to open the invoice or type descriptions every time would be more convenient. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for taking the time to share your feedback regarding our TPS software. We appreciate your positive comment about its usability. Our team has put a lot of effort into making the software user-friendly, and we're glad to hear that you find it easy to use. We understand that encountering glitches can be frustrating, and we apologize for any inconvenience this may have caused. Our development team is constantly working on improving the software and addressing any issues that arise. We would like to assure you that your feedback has been forwarded to them. Please if the ever occur again, let us know to investigate immediately . To be able to see what is the description of the invoice you may go to the left bar, look for Tools - Templates. Also in Tool -Library of paragraphs you will be able to find you frequently use verbiage for invoice. https://www.youtube.com/watch?v=P2V4mxvdBMo https://www.youtube.com/watch?v=xkyLajCfbk8&list=PLe10xt5Lg8JfvIAX9FsqYZfoP4xSaTpSg&pp=iAQB Thanks SG Sonia G. Staff Accountant Accounting Used the software for: 6-12 months ### "TPS - worth the transition" January 17, 2024 4.0 Pros Ease in which time is entered and posted. Clients are easy to search and edit if required. Cons That if you want to see a past invoice, it must be downloaded to computer first. Should just automatically open in a PDF without having to save it...then find it and delete it when not required anymore. Alternatives considered [Taxprep](https://www.capterra.com/p/185193/Taxprep/) Switched from [Risk Management Ba-PRO](https://www.capterra.com/p/144562/Risk-Management-Ba-PRO/) Actual switch was from Balaboss Time and Billing, which is not listed above and there is no option to select "Other" either. Review Source Response from TPS Time & Billing Software January 18, 2024 We're glad to hear you find our time entry and posting process seamless, and we're delighted that our user-friendly platform makes searching and editing clients a breeze. Our apologies on the need to download documents/invoices. Displaying documents directly within a web-based program can sometimes lead to performance issues, especially for large or complex documents. Overall downloading documents provides users with flexibility, better performance, enhanced security, and compatibility with their preferred applications, contributing to an improved overall user experience. However, browsers like chrome allow you to attach a browser extension that will auto open pdf files. QH Quinton H. President Accounting Used the software for: 2+ years ### "TPS Software Review" June 2, 2023 4.0 I combine TPS with QuickBooks for my billing and invoicing functions and use TPS to monitor my employees time usage. It has been very helpful and the support has been very quick to respond and assist with any problems. Pros I am able to track the time of five or six employees across my customer base of about 900 clients and their different projects. This is very helpful in invoicing and making sure jobs are profitable and is also a good training tool for employees and time management. Cons The negatives about TPS are my own fault as I need to delegate more to employees and load more data to make this program more functional and helpful to me. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reason for choosing TPS Cloud Axis I use both, but didn't care for some of the requirements that QB wanted me to do in order to track this information. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for sharing your positive experience with our time tracking system! We're thrilled to hear that it has been instrumental in various aspects of your work, from invoicing to ensuring profitability and supporting employee training. Your feedback is truly appreciated, and we're delighted to know that our tool has been beneficial to both you and your team's time management efforts! BA Barbara A. Owner/CPA Accounting Used the software for: 2+ years ### "TPS desktop software" August 28, 2023 5.0 Tax return tracking and billing. Pros Recording and categorizing work in TPS allows us to have close to real-time tracking of client work, progress, and planning. Cons Would like to set up the invoicing so that I could import the bill that Prosystem fx can generate without typing it. Different data points for each client. Review Source Response from TPS Time & Billing Software September 4, 2023 We are delighted to hear that you find TPS software beneficial for tracking client work and progress in close to real-time. Please reach us at our toll free number when you are ready to start the conversion to TPS Clouds Axis. AM Angela M. Accountant Accounting Used the software for: 2+ years ### "TPS Cloud" September 25, 2023 4.0 It suits my needs an as accountant. Pros I have used both the desktop and cloud version, and using the cloud is more convenient, and there are less problems with lag and slow down than with the desktop version. Cons The cloud version is missing some of the easy tabbing and quality of life features I remember from the desktop version.Also being dependent on the internet connection to use the cloud version is a downside. Review Source Response from TPS Time & Billing Software September 26, 2023 Hello Angela! Thank you for sharing your experience with our TPS software. We're delighted to hear that you find the cloud version more convenient and have encountered fewer issues with lag and slowdown compared to the desktop version. Our team has invested significant effort into optimizing the cloud version to provide a seamless and efficient user experience. For easy tabbing and improved user experience we do have hot keys in place. Someone from support will be reaching shortly to help you with this. Your satisfaction is our top priority, and we're committed to providing you with the best possible experience with our TPS software. NT Natasha T. Bookkeeper / Office Manager Accounting Used the software for: 2+ years ### "TPS Cloud Axis review" June 16, 2023 5.0 TPS Cloud Axis doesn't crash like the desktop version used to do. Ease of access from a web browser is a bonus! Pros Ease of use. Even if you are stuck or can't find anything, YouTube videos are easily accessible. The help support email is quick to respond as well. Cons Can't merge clients. I feel like that feature would help avoid duplication. Review Source Response from TPS Time & Billing Software July 9, 2023 Thank you for sharing your positive experience with our product's ease of use. We appreciate your feedback on the availability of YouTube videos as a helpful resource when encountering difficulties. Additionally, we are glad to hear that our help support email has been responsive in addressing your queries promptly. You may always delete any duplicated clients. CS Christine S. Office Manager Accounting Used the software for: 6-12 months ### "One of my favorite programs" July 7, 2023 5.0 Pros After many years of using the on premise version, we switched to cloud axis at the end of last year. The transition was easy and the customer support is phenomenal - by far the best of any program we use. They listen to my feedback and promptly act on it whenever possible. Cloud Axis has simplified my job with its functionality and ease of use. Cons I do sometimes find it difficult to locate the report that best suits my particular need. Reason for choosing TPS Cloud Axis We had begun the transition to Jobs and Billing in iFirm as we were switching our tax software to iFirm Taxprep and found the transition extremely cumbersome. We were already familiar with TPS as we had been using it since 2009 and decided to upgrade to the cloud version. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for your feedback! We're happy to hear that your transition to Cloud Axis has been smooth and that you're experiencing exceptional customer support. We take pride in promptly addressing your feedback and continuously improving our services. It's great to know that Cloud Axis has simplified your job and offers the functionality and ease of use you need. We appreciate your continued support and look forward to serving you in the future. We understand that finding the right report can sometimes be challenging. in TPS Axis you are able to type in the search field the name of the report you are looking for to get the best results. Can also add them to your custom favorites folder/subfolders. Our team is here to assist you in locating the report that best suits your specific need JL Jessica L. Bookkeeper, administration, IT Accounting Used the software for: 2+ years ### "Great product" June 8, 2023 5.0 Pros Ease of use, time management and set-up Cons Occasional glitches, slow loading reports Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for bringing these issues to our attention. We apologize for any inconvenience caused by the occasional glitches and slow loading reports. We understand the importance of reliable and efficient performance, and we strive to provide a seamless experience for our users. To address the occasional glitches, it would be helpful if you could provide specific examples or details about the nature of the glitches you encountered. This information will allow us to investigate and identify the root causes, so that we can work towards resolving them promptly. If you have any specific reports or instances where you noticed the slow loading, please let us know. This information will assist us in narrowing down the issue and implementing targeted improvements. In the meantime, we encourage you to reach out to our support team for immediate assistance whenever you encounter glitches or experience slow loading.. MS Melyssa S. Cloud Bookkeeper Accounting Used the software for: 6-12 months ### "Great Software" August 17, 2023 4.0 Pros As an employee, I use the Workflow portion of TPS the most, and it is such a useful tool! I love that we can update the status of a file as well as indicate notes in the same area. It keeps everything in one place and lets me quickly review where my current workload sits. I also really enjoy being able to reassign the task to another team member as needed for reviewing or delegating. Cons Not really a con, but it took me a few months to really familiarize myself with the platform and use it at its full potential. There are so many different features that it takes a while to get used to using all of them. However I did like that there were videos available under most functions to get a better understanding of how to use each section. Review Source Response from TPS Time & Billing Software August 25, 2023 Thank you so much for your feedback! It's great to know that the feature's capability to update file statuses and add notes in one place is making your workload management more streamlined. We're dedicated to providing tools that enhance your efficiency, and we're delighted that you're also benefiting from the task reassignment feature. We understand that mastering all the functionalities can take time, but we're here to support you every step of the way. If you have any questions or need further assistance, please don't hesitate to reach out to our customer support team. JP Julie P. Director of First Impressions Accounting Used the software for: 1-2 years ### "Intuitive and Reliable" May 3, 2023 4.0 It is perfect for our firm to track employee time and client projects. We used the desktop version for many years before changing over to the cloud version. It has been mostly smooth, plus there are many features that are new or updated. My favorite is their customer service team. I have worked with \[sensitive content hidden\] on many little tweaks and always come away with a simple solution in a timely fashion. Pros I like that it is easy to use. Most things are very intuitive and require very little effort to learn or update. Cons There isn't much that doesn't work with TPS. Our changeover wasn't too cumbersome. I'd say most items that are frustrating end up being user error. Review Source Response from TPS Time & Billing Software May 11, 2023 Thank you for taking the time to provide feedback on our software. We are delighted to hear that your experience with our product has been mostly smooth and that you appreciate the new and updated features we have added. Please don't hesitate to reach out to us if you have any questions or concerns in the future. We are always here to help you get the most out of our product. Thank you again for your feedback and for choosing our software. AS Amy S. Administrative Assistant Accounting Used the software for: 2+ years ### "tps" June 30, 2023 3.0 Pros Billing, being able to edit invoices in Word. Cons Lack of ability to produce special reports in as needed bases, as we were able to do with PACS. Reason for choosing TPS Cloud Axis The price Review Source Response from TPS Time & Billing Software July 3, 2023 Thank you for sharing your feedback regarding our billing process and the ability to edit invoices in Word. We appreciate your input as it helps us improve our services. Regarding the special reports, I would like to assure you that we do offer the service of producing special reports as per your specific requirements. Our team is dedicated to meeting your needs and providing customized reporting solutions to enhance your experience with TPS Axis. Please call our tool free number or email us at support@tpssoftware.com, to get started. CA Chrystal A. Advisor, EA Accounting Used the software for: 2+ years ### "Overall good product" August 10, 2023 4.0 overall - good and gets the job done Pros easy to enter time and easy to invoice and track billing and payments Cons I wish it had a built in payment system with QuickBooks and Drake or it's own payment function. The reporting can be tricky sometimes. I don't like that you must open/close period just to delete some payments. Review Source Response from TPS Time & Billing Software August 11, 2023 Thanks for your feedback! It's good to learn that you've found our time entry process and invoicing system to be user-friendly and straightforward. You can enter payments manually into TPS Axis but we don't do online payments. For these we sync with Clover Connect,Paypal, Stripe, CPA Charge, Payclix & QBO for QuickBooks pay. We will reach out to you explain in detail. Periods are made to secure information, avoiding anyone to delete, reverse payments, or invoices, as they will need permission to reverse the period back. When you closed your period we suggest a few reports to be run, to make sure all Wip, A/R are correct, NL Nicole L. Client Relations Coordinator Accounting Used the software for: 2+ years ### "review" May 11, 2023 5.0 Great! 10/10 Pros cloud based, no loading time, user friendly, amazing customer service Cons already gave suggestions to representative Reason for choosing TPS Cloud Axis we are already with TPS desktop version, the other options (CCH iFirm) had a large learning curve, TPS made the process extremely easy. Review Source Response from TPS Time & Billing Software May 12, 2023 Thank you for taking the time to provide feedback on our software. We are thrilled to hear that you find our cloud-based system to be fast and user-friendly, and that you have had a positive experience with our customer service team. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are here to assist you and make your experience as smooth as possible. SW Sharla W. Reception Financial Services Used the software for: Less than 6 months ### "Very Pleased" August 22, 2023 5.0 This has been a breath of fresh air after our last program that overpromised and under delivered. While we are still in the "moving in phase" we are very pleased with all that TPS Cloud can do and are excited to keep learning how it can make our work easier. Pros Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud. Reports were a priority and this was one of the few programs that offered such a wide variety of reports, not just screen view analytics. Cons Was worried that there were not many reviews on it, but very pleased that we made the jump. Reason for choosing TPS Cloud Axis We had previous experience with TPS desktop and were excited to see all of the upgrades that were available in TPS Cloud. Switched from [Mango](https://www.capterra.com/p/201383/MangoCRM/) They had promised things that were not delivered. Review Source Response from TPS Time & Billing Software August 25, 2023 We are thrilled to hear that you're finding TPS Cloud Axis to be a positive change from your previous program experience. Our team is committed to delivering reliable and impactful solutions that align with your needs. As you continue to explore the platform during this "moving in phase," please know that we're here to support you every step of the way. If you have any questions or need assistance in uncovering more features that can enhance your workflow, please don't hesitate to reach out. We're excited to be a part of making your work more efficient and effective. LT Lisa T. Senior Accounting Technician Accounting Used the software for: 2+ years ### "we use the desktop version so some of this does not apply" June 22, 2023 4.0 We are able to track time spent to our corporate clients easily but it is more difficult with T1s that take a very short time and as a result we don't have a clear indication of how much or how little time it took to do one of these returns.'We set a half hour as the minimum to track to an individual and all others goes to a general "taxpayer account" Pros Time, activity and expense tracking are all we are using it for at the current time. We are an old group and not all are tech savvy and struggle with these few functions. Cons Finding a client is often difficult in the data base and duplicates are difficult to remove. Review Source Response from TPS Time & Billing Software July 26, 2023 Thank you for sharing your feedback. We understand that adapting to new technologies can be challenging, especially for those who may not be as tech-savvy. We appreciate your efforts in utilizing the time, activity, and expense tracking functions despite the initial struggles. To easily find a client in the client section you may just enter the name of the client you are looking for in the Full name search field. Also at the very top you will see a drop down box called: Active/Inactive. This should help sort down to the clients you are looking for! BN Bobby N. Partner Accounting Used the software for: 6-12 months ### "Great Practice Management Tool" August 17, 2023 5.0 Pros We regularly use the workflow management, invoicing and collection module. We have also started using sending emails via TPS Cons TPS is still a young company a young product so there are always small glitches that requires you to call and get answers for, overall, it works well. Great tool for any CPA firm. Switched from [FileInTime (File In Time)](https://www.capterra.com/p/176073/FileInTime/) recommended by another CPA firm Review Source Response from TPS Time & Billing Software August 18, 2023 Thank you for sharing your feedback with us. We appreciate your support as a valued user of TPS Software. While we understand that occasional glitches can be frustrating, it's worth noting that TPS Software has actually been in the industry for over 20 years, and our cloud version was introduced in 2019. While no software is entirely glitch-free, our experienced team is committed to providing prompt and effective support whenever you encounter any issues. We're glad to hear that overall, TPS Software has proven to be a great asset for CPA firms. Your satisfaction is our priority, and we're here to ensure that your experience continues to be positive and productive. If you have any further questions or concerns, please don't hesitate to reach out to us. 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