I like the way it is able to track all the transactions we do for our clients. It can be very helpful in keeping track of everything. The only thing I dislike about this platform is it sometimes get stuck when adding new client account. If you are looking for an easy way to keep track of all your accounts, I would recommend this product to you. We have been using this software from past 2 years now and so far no issues. This is very effective and efficient method of handling different types of accounts. The most helpful feature to me is that I can create and assign rules to many different fields or columns in my tables. A very easy program to use. Sometimes it will glitch out and need to be reloaded. But that is usually with the new releases. There are so many features that I don't know all of them yet. This is a great tool for business. I'm using this for compliance reasons but I have other uses as well.