We have used Accelo for a small and rapidly growing accounting firm. Here is a summary of our key takeaways. Customizable. We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season...
They couldn't work with our Salesforce system.
User interface, eas of use, customer relation management makes tracking customers and their process convenient, sending out quotation templates that saves time of creating a new quotation
The thing which I dislike the most is that there are often glitches in the system which mean information has to be input many times. Things can just disappear and then show up spontaneously.
We have used Accelo for a small and rapidly growing accounting firm. Here is a summary of our key takeaways. Customizable. We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season...
User interface, eas of use, customer relation management makes tracking customers and their process convenient, sending out quotation templates that saves time of creating a new quotation
They couldn't work with our Salesforce system.
The thing which I dislike the most is that there are often glitches in the system which mean information has to be input many times. Things can just disappear and then show up spontaneously.