I like that it has all of my accounts in one place, so if there's an issue with any account (ie- insurance) they're all linked together to help me find what needs attention first. It takes some time to get used to how everything works, but once you do, its very easy! Nothing really. If it were up to me, i'd make sure every customer could see their own report at anytime. As it stands now only customers who have purchased our service can view reports. That would be nice.
We've been using thisβ¦