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1 Level
1330 Review
49 Karma

Review on Formitize by Russell Robertson

Revainrating 5 out of 5

Very good cloud accounting for personal business purposes

I like that it's easy enough so anyone can use, even if they're not super technical or computer savvy! It has made our job as Accountants much easier by making sure we have all of this information in one place instead of having multiple sources scattered throughout various systems/apps etc.. We still need some training but overall very happy with how well things are working out now compared when trying other options previously (ie using Google Sheets). If you want something simple yet effective then definitely give formiiztee an option - best decision ever!! Keeping track of invoices & payments across different clients at once was getting quite tedious before adding Formsite into mix-up everything together nicely without too many manual steps involved which saves time / effort!

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Pros
  • The ability to send receipts directly from within excel
  • Ease for both client AND business owner alike
  • Can be done 100% online; no software required.
  • Ability add comments onto any document easily via emailing them back through ExcelEmail feature allows us great flexibility
Cons
  • Good but not great