OneSource Software

OneSource


4 / 5
5 reviews


Average Ratings

5 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $2,400.00/one-time/user
  • Deployment
    Installed - Windows
    Open Source
  • Support
    Online
    Business Hours

Vendor Details

  • OneSource Software
  • www.onesourcesoftware.com
  • Founded 1998
  • United States

About OneSource

If your company has 1-30 employees (users) and is looking for a simple, all-in-one CRM/Contact Management, Order Entry, Inventory Tracking, Job Tracking, Purchasing, AR, AP, Banking, GL application--you may have found the perfect solution to your needs--for a very reasonable price.


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OneSource Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Accounting Integration
  • CRM
  • Distribution Management
  • Enterprise Asset Management
  • Financial Management
  • HR Management
  • Order Management
  • Project Management
  • Purchase Order Management
  • Reporting/Analytics
  • Supply Chain Management
  • Warehouse Management

OneSource Reviews Recently Reviewed!


ONESOURCE TAX

Apr 13, 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: Tree layout for the structure

Easy to use and learn

Very intuitive

Cons: The billing system has been a challenge. Payments are not posted to the right account and we get multiple invoices even if the bill has been paid or credited.

Overall: We are in our first year of using ONESOURCE as our tax software. The implementation process was very easy and went smoothly. The software is very intuitive and easy to use and learn. I like the tree layout for the tax structures.

Recommendations to other buyers: Utilize the training that is offered, it will be a huge help in learning the software.

This is our first year to use the software but I have found it easy to learn and use.

Jun 28, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: It is intuitive and easy to move around it. I like the tree format where you can expand and close pieces so as to see everything. Statements attached to the return are in an easy to read and follow format.

Cons: It disconnects after a certain amount of time, even if you are working in the software.

Can not produce the type of detailed reports I am used to, even in their Data Query package, which is an add on piece and costs extra money.

More times than not the wait for customer service is at least 30 mins.

Property Tax

Aug 24, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I am new to OneSource for Property tax but so far I find it a very useful program.

Cons: I don't think it's fair to judge at this point. I have only been using this program for a year or so .I have not gotten into all the features. So far I have no issues.

Onesource needs improvement

Sep 26, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: helps to organize data on numerous returns

Cons: Cannot make necessary edits like when filing frequency changes or preparer name needs to be updated

Overall: It helps to have it as a tool but it definitely needs fixing...too many obstacles to make updates, not so user friendly.

onesource

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Easy to use and effective. Helps combine accounts all in one place.

Cons: I can 't think of any thing that I dislike about it. Helpful.

Overall: Helps to combine all accounts into one place.