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Platform id Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.3
Governance, Risk and Compliance, Disclosure Management

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Description of Platform id

Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications.

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Great product with tons and TONS options

The best thing about this software is that it has all of your accounting information in one place! There are many features to choose from but I like how easy they make creating invoices as well as keeping track of sales tax for my small biz. It's not much different than any other program out there so you really have nothing bad to say unless you're looking at something specific which isn't available through these programs (yet). We use it primarily when we do payroll because everything works…

Pros
  • Easy entry, great customer service
  • Simple interface with intuitive layout/design
Cons
  • Does take time loading sometimes
  • Can be slow

Revainrating 4 out of 5

Very useful and efficient tool with many features

I like that it has all of my necessary forms in one place for easy access to any file or document we need throughout our day-to-day work life at IDC Financial Services LLC! It is very helpful when you are trying to find something quickly within your files as well because everything can be found under this program instead of searching through individual folders which takes time if there's lots involved!! There isn't much dislike about anything yet since its new so far but nothing really comes up

Pros
  • It's great for keeping track of what needs done and what's been done, it's easy to use and very organized and easy to use for our day to day work life
Cons
  • There isn't anything I dislike about this program yet

Revainrating 5 out of 5

PlatformID - One Of A Kind Customer Service Experience

The best part is that they are very supportive of their clients & always ready to help in any way possible which makes it easy for me as an agent working remotely from home office! Nothing at all so far but I can't complain because this has been one great experience overall! Great customer service team who have helped us out every step along our journey since we started using them about 6 months ago now. Highly recommended if you're looking into getting your own self-service CRM toolkit!! You…

Pros
  • Very quick response time
  • Customer support provided by friendly staffs 24/7 hours, 365 day per year (24 hrs x 7 = 168hrs daily)
  • Easy access just need internet connection via wifi or 3g mobile data plan with good speed connectivity.
  • A lot less technical knowledge required than most CRMs currently used today
Cons
  • None