Review Detail
Overall rating
2.6
Company
3.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
3.0
Integration
2.0
Security
2.0
Pricing
4.0
Better than Outlook and OneNote which is all I was looking for at the price
I'd recommend it for a newly independent but I'll be looking for something more as my practice progresses.
User Review
The Good
Price
The Bad
Frequent crashes
The Bottom Line
Good place to start for a solo practitioner looking to keep costs low.
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