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1 Level
795 Review
30 Karma

Review on The Profit Builder by Montez Vazquez

Revainrating 5 out of 5

Great software, and excellent technical help

I have used this product for many years both as an internal user at our organization (contractor) but also using their service from my client's site to upload invoices into QuickBooks online allowing them access via web browser with no local installation requirements! It just works well within QB Online!! Nothing - it has never failed me or not done what its supposed do very consistently over time since i've been working in these system now nearly 25 yrs ago; however there are newer products out today offering similar functionality so might be worth looking up those too if you're still considering one specifically? Automate receipt scanning by emailing links straight off invoice file instead having go through FTP & manually attach receipts each week/month etc.? I like that it has a lot of features for my business. It's easy to learn. Easy to use. The customer service support is great. I dislike that it automatically closes your open transactions at certain time intervals. There are times when I want to keep an open transaction but it gets closed out by itself. I am able to do everything I need in this system. I'm able to track all of our financials with this program.

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Pros
  • Extremely thorough
  • Lots available options including customization capabilities
  • Excellent Customer Service Support, Helpdesk Staff always super helpful.
  • Great help provided directly during training sessions prior implementing software here locally upon request