Review Detail
Overall rating
2.5
Company
4.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
4.0
Ok for now
I may move to Redtail as my practice grows.
User Review
The Good
It's pretty easy to use and there is plenty of online advice for any problems.
The Bad
Doesn't have many of the features of Redtail and other pricey packages.
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