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791 Review
41 Karma

Review on CFAWin by Bankroll Reed

Revainrating 4 out of 5

Great tool to help with customer service and keeping records

The best thing about this software is that it makes your work easier by doing all of those things for me which I would normally do manually or spend time looking up in other sources such as Excel etc., It helps keep track easily if there are any issues at my clients site when they come back from vacation/holiday periods so no problems have occurred during their absence! Nothing really comes across negatively but maybe more features could be added? This isn't something we used regularly because our customers were very happy using another piece of accounting / finance management system called Xero (we also use them together). We had an issue where one member was leaving us without warning after many years working here - he just left suddenly & took his knowledge base along too!! So now i am trying out some new tools like cfawin since its free :).

img 1 attached to CFAWin review by Bankroll Reed

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Pros
  • The ability to make lists of clients and customers easily
Cons
  • I don't really dislike anything apart from the lack of features would be nice to have more to do with the payroll module etc