Review on Navient Portfolio Management by Nick Cleary

There is nothing that I do not like or dislike about this software. It's easy to use for business owners who are just starting out in their financial management career and have little experience with accounting packages. And there is very helpful support if you get stuck at any point in your learning process. The only thing I would say could be improved upon is the ability to link into QuickBooks so that our bookkeeper can easily transfer data from her program after hours without us having to print reports and manually input it ourselves. We primarily used this product as a way to track income vs expenses but now also uses for payroll processing and tax preparation for self-employed individuals.