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1 Level
759 Review
59 Karma

Review on TimeSolv by Duane Kerr

Revainrating 5 out of 5

Great Tool For Estate Planning And Tax Filing

I like that it is very customizable! The customer service team has been responsive when we have had questions or issues during setup/launch phase (which was never). It's also nice to be able provide feedback as you go through your process so they can tweak things for future users if necessary - which makes me feel better about this tool being used by my firm than some other tools out there :) There aren't any downsides really but what do people dislike? Just make sure before purchase though because pricing changes fairly often depending upon usage level / number clients in certain states etc., however once purchased its great value compared others prices at launch point.

img 1 attached to TimeSolv review by Duane Kerr

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Pros
  • Customization
  • Designations available with various amounts within each designation.
  • Process flow map feature included into all sessions, allowing them quick access without having too much difficulty navigating back up again later down project timeline after session ends
  • Easy sign on functionality from anywhere via web browser using an intuitive interface; not requiring separate logins across multiple platforms such Excel workbooks + desktop software programs+ mobile app
Cons
  • I will keep silent