The software is very user friendly for both the novice and seasoned users.The layout of pages are easy to navigate and understand. It also helps me keep track my financial information in one place, which allows us to manage our expenses more efficiently. There seems to be some room for improvement with customization options (which we do not use). We have used this product along side an accounting system from QuickBooks so transferring data from QB to PORTAL was simple! Great tool for anyβ¦