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Las Vegas
1 Level
69 Review
0 Karma

Review on ProFamily by Chris Stanisic

Revainrating 5 out of 5

Convenient system but needs improvements

I like that it is easy to use for our staff in order to keep track of payments made by clients with different payment types (card/check). It can be cumbersome when sending files back from customers if they are not using PDF format or other file formats we need them to have saved before submitting their work. If you're looking at this software just because your current tool does not offer certain features then don't waste time considering it - stick to what works! We needed something more user-friendly than Quickbooks where multiple people could enter data into without spending hours manually entering information about each client's account. Being able to easily send invoices out automatically also helps streamline my workload.

img 1 attached to ProFamily review by Chris Stanisic



Pros
  • Easy interface
  • Very helpful support team
  • Abilityto download bank transactions as PDFs directly onto an Excel spreadsheet so one doesn’t lose any important details during transfer.
  • Good customer service, especially online chat feature which makes communicating very simple between myself & Support Rep helping me resolve issues quickly