Free Trial: TheSiteFactory.com

Practice Management Software

Software. Marketing. Training. Running your business.
#1
smtcpa  
Posts:
178
Joined:
28-Jul-2014 5:16am
Location:
Colorado
I am on the search again for Practice Management software. I don't think I am asking for the world, but feel like it sometimes. I just want it to be cloud-based/SaaS, have a client database, integrate with QBO, provide time and billing and have due date tracking and recurring tasks. And I don't want to have to pay for 10 users when I only need 2-3, like Karbon.

I've used Practice CS, OfficeTools Pro, JetPack and now Smartsheet. There has to be something out there. Anyone?
 

#2
Posts:
222
Joined:
7-May-2014 1:13pm
Location:
DC Metro
I heard jetflo integrates with Qbo.others don't. I highly suggest using xcm. We have been using it for 6 years, and would not be here today without it based on our growth. It does not integrate with Qbo. We're willing to forego this. Because it's reporting and task management and budgeting forecasting tools are exceptional. Good luck.
 

#3
smtcpa  
Posts:
178
Joined:
28-Jul-2014 5:16am
Location:
Colorado
Companies that don't post prices online tend to turn me off. Can I ask you what pricing looks like for xcm?

wwwcpa1biz wrote:I heard jetflo integrates with Qbo.others don't. I highly suggest using xcm. We have been using it for 6 years, and would not be here today without it based on our growth. It does not integrate with Qbo. We're willing to forego this. Because it's reporting and task management and budgeting forecasting tools are exceptional. Good luck.
 

#4
Posts:
222
Joined:
7-May-2014 1:13pm
Location:
DC Metro
Smt, we pay 600 a month and have around 20 users. We probably started paying 300 a month when we first started. Tell them Brian Wendroff with wendroff cpa referred you and see if you can get a discount. Trust me, the software works well and in the cloud. Good luck
 

#5
Posts:
60
Joined:
2-Mar-2015 6:13pm
Location:
CALIFORNIA (CA)
Do you use XCM for Document Management? I am looking for a document management and work flow management (not very critical). More information on XCM functionality will be helpful.
 

#6
Posts:
222
Joined:
7-May-2014 1:13pm
Location:
DC Metro
Tax, we use efile cabinet for document management. They have both a cloud and server option to store the docs. We really like it. I suggest you call up XCM and ask for a demo, and look at their videos on the website.
 

#7
Posts:
1260
Joined:
21-Apr-2014 11:24am
Location:
North Carolina
My last employer used XCM this last season. We primarily used it to outsource bookkeeping to India, but we also tried to use it to track extensions etc. It is not user-friendly. Producing reports is not intuitive. Unless there is a module my former employer did not let me see, I do not see how one could use it for document management.
 


Return to Business Operations and Development



Who is online

Users browsing this forum: No registered users and 9 guests