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Review on OPTRACK by Chad Myers

Revainrating 5 out of 5

One stop shop for accountants looking into automating your workflow

The best part about optrack software is that it's easy enough to learn, but powerful enough so you can do all kinds of accounting tasks without much help! It has definitely helped me with my tax preparation business by allowing us to track our clients' returns as well as prepare their own taxes in an organized manner. Sometimes there are errors which cause issues when we try to upload data or send out reports; however, support staff responds very fast and helps resolve any problems within 24 hours if needed. Opttrack also offers many other services such as bookkeeping assistance, payroll processing etc., which makes this service even more valuable because they have made sure everything works together seamlessly. We're able to organize client files and keep notes regarding each transaction/client file along with details pertaining to invoices sent via email. This has allowed us to see trends.

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Pros
  • Easy interface
  • I appreciate how user friendly OPTRACKis
  • Reporting options available for every single functionI like being easily accessible from anywhere at anytime using mobile devices.
  • Ease Of UseIt was easier than expected due its simplicity
Cons
  • Almost never