Header banner
Revain logoHome Page
Michael Moonin photo
1 Level
1243 Review
26 Karma

Review on Iolta trust by Michael Moonin

Revainrating 5 out of 5

Great product & excellent customer service

It's very user friendly, simple to use for both clients and employees. The reporting capabilities are great! Very helpful with tax compliance issues as well as being able to view historical data which can be used in future filings or audits. We have been using this system since it was first released back around 2013/2014 but we've only recently started seeing some improvements when they added support for mobile devices (phones). There aren't any major downsides other than that our current version isn't fully compatible with all of their newer features yet so there may be new updates after 2018 that will require us updating again. If you're looking to get your books out faster then look no further - This program has helped tremendously by allowing us to produce reports much quicker without having to wait days for them from outside vendors like Quickbooks Online Accounting Software etc.

img 1 attached to Iolta trust review by Michael Moonin



Pros
  • Super easy way
  • Reporting is fantastic
  • Mobile device compatibility would make things even more awesome if available at time
Cons
  • Good but not great