Clinic HQ vs. AccountEdge

In our experience, the integrated credit card processor breaks far too often which halts our ability as a business to schedule appointments (because they require a deposit) and accept client payments for services. Other functionality “breaks” or outages happen far too often for us to consider ClinicHQ reliable software.

If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).

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• AccountEdge has a robust report menu that allows a user to slice and dice data for analysis. Report on projects for the life of the project across fiscal years. Report on different departments with segregated income statements.
• For users who want to run payroll in house that is easily done through the payroll module. Print physical checks or direct deposit to employee's account, process payroll taxes and file year end W2s.
• My personal favorites are time billing and retainers. As a service based business I can at my fingertips review how much money a client has on deposit with me and how much of that will be billed out at the end of the month. The integration with AccountEdge Mobile rounds it all out with being able to log my time on-site.
• Last but not least AccountEdge Mobile in general, as the companion app for the desktop software is invaluable. My heaviest use is the spend money feature. Excellent for logging travel receipts & cash expenses while they are fresh on the brain. Really cuts back the data entry at the end of a trip and trying to recall what something may have been for.

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• In our experience, some basic functionality requires multiple steps to complete. Would like to see more efficiencies in the core functionality.
• ClincHQ provides minimal support to clients. During our service period with ClinicHQ, there were only two employees available to all clients for support. There was no implementation management and support tickets lacked meaningful information and was usually not resolved to our satisfaction. We got most of our support/help with issues from other users in a Facebook group. Clinic HQ stated recently that they have nearly 500 clients. Hiring more employees to provide quality support to clients would be a plus.
• Customer Service - Clinic HQ is privately owned. The owner is involved with support and is unprofessional, rude, and openly insulting to clients. In my experience, questions and feedback are taken as personal attacks and the owner attacks back. This has no place in business and is something we could not waste our time on since we have such a busy clinic. The messaging from the owner seems to be take it or leave it. I’ve never worked with a software company that operates this way. Listening to client feedback without taking offense and working with clients as partners would be a much better approach.
• ClinicHQ has a dated user interface and could be upgraded to include more efficiencies in the core functionality. However, it is privately owned and it appears unlikely that they can do a major product overhaul/upgrade due to lack of funds.

• My biggest frustration, and one that I've mentioned to Acclivity for many years, is that it only permits opening nine windows at a time (plus the home window). I hit that limit almost daily, and then I have to decide what do I close so I can complete the transaction that needed the "9th" window.
• The Accounts section includes two quick reports, "Analyze Profit and Loss" and "Analyze Balance Sheet. These can be filtered for the current month or any prior month in the current fiscal year. And that's fine most of the year, but at the beginning of the next year, when I haven't yet started the new fiscal year, these only go to December of the prior year. The regular reports for these can select "next year;" why can't these?
• It would be helpful if the journal entry number would have one or two additional digits available. For example, when I am entering journal entries for a client, I would like to use a number such as CPA2014001, CPA2014002, etc. to distinguish what I enter from the "automatic" entries that AccountEdge does. But that's one more digit than AccountEdge allows, so if I had over 100 adjustments, I would run out of entry numbers.

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Without a doubt, when you need to do accounting use the program that will get the job done in the least amount of time with the least amount of errors. Once you are using a program that works you stay with it year after year and you will find yourself even excited about the updates

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The intuitive interface does all the tasks we need our accounting software to do. Some tasks are slower to process than I would like but overall very usable. Customizable forms let us choose to either go with the easy ready-made out-of-the-box options or retool them to better fit our specific needs.

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One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!

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On the few occasions we have needed tech support over the years, they were responsive and worked to get to the root of the issues. However, even though Checkout POS is a separate application, it was pitched to us as a natural extension of the functionality of our AE software that would integrate seamlessly. The company's support for Checkout has been minimal at best, and now totally abandoned. That colors our view of Priority's support unfortunately. And to be honest, that's why it's a 9 instead of a 10. So to be fair, AccountEdge's support itself has been very good over the years.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

unfortunately no.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We selected Clinic HQ as a brand new clinic because to us on paper they had everything we needed to run the business. In actuality, some of the software functionality did not work as advertised, and they lack quality support and support staff. They also seems to be loose with their software development methodology or lack it completely.

For Mac enthusiasts, AccountEdge is the complete installed software solution for small to medium-sized businesses, as it has so many capabilities that QuickBooks for Mac lacks. However, it holds your hand less than QuickBooks for Mac does, so you ought to know what your are doing in keeping business books properly. If your needs are simple, QuickBooks for Mac may be a better solution. QuickBooks Online and Xero are excellent cloud accounting solutions that can be used on the Mac equally well as on Windows. QuickBooks Online offers a similar set of features as QuickBooks for Mac, with the addition of anywhere, anytime access. Xero is a great basic accounting solution in the cloud that can also be used equally well on Macs and WIndows, and offers endless customization and flexibility through its extensive third-party app integration for almost any need.

• The monthly fee is $199 but, in our experience, the costs for the labor/time to resolve issues ourselves or work with support added about $200-$400 more in admin costs per month.
• When there was a credit card processor outage, functionality in ClinicHQ was impacted so our clients could not schedule appointments because a deposit was required resulting in lost clients and lost revenue, appointment reminder emails and notifications could not be sent so we had a 10-20% no show rate on those days resulting in lost income, and clients could not pay online prior to check-out and instead had to wait in long lines for a staff member to manually key in their credit card data resulting in a very poor and frustrating client experience.
• In our experience, the poor technical support and customer service was stressful and time consuming for our staff. Clinic HQ seems to value their time and costs over their clients’ time and costs. Because software is key to our high volume business and daily operations, we could not continue working with this software provider. Having only 3 U.S. employees to support U.S. clients, having outages of key functionality, and having no funding for major upgrades and new functionality were big drawbacks for us.

• Increased employee efficiency - Time is no longer spent switching between programs because all of the information can be found in one place.
• Customer service has also improved because employees find the program much easier to use, even at the point of sale.
• Better record keeping - AccountEdge has a very simple invoicing application that allows us to keep track of and balance our accounts.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info