iCharts vs. Middesk

The iCharts has suited our organization work as it has helped us a lot in our internal and external works. As we use iCharts for the internal team in representing the working reports and data of the business in an accurate manner. It helps in representing the presentation to the client to showcase our work and present him the data and work flow through the iCharts. As I don't found anything missing in this software.

Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.

Incentivized

• Their new platform is easy to navigate
• We had a dedicated support person to help set up searches and train in the use of iCharts
• Separate Dashboards for each group

Incentivized

• Gathering information needed for registration.
• Making the registration process efficient.
• Guiding us through the process when we hit snags.

Incentivized

• The new platform has limitations on colors and sizing
• iCharts seem to have closed its doors without notification and now we have a product with no support

Incentivized

• Better navigation.
• More marketing and make it very reachable to customers.
• Login is difficult.

Incentivized

UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.

Incentivized

The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.

Incentivized

I haven't experience any other alternative product of this.

ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.

Incentivized

• Better speed.
• Better quality for optimal cost.
• Saves a lot of time.

Incentivized