Ignition vs. Power Diary

It can be used to invoice for anyone, so I will always recommend it.

Incentivized

The most important thing is that I feel confident that my client records are kept secure and private, and that Power Diary has strict security and privacy measures in place
and compliance with relevant legislative and regulatory requirements. Data is
encrypted, and two factor authentication is required to access the system. I can't think of any scenarios where it would be less appropriate to use.

Incentivized

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• Templates are amazing and easy to use
• Emails and SMS directly to clients
• File management is good

Incentivized

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• When I schedule supervision/meetings etc. in the calendar, it only shows my practice addresses and I have not been able to work out how to add the meeting address. I just add it to the notes section.
• I worked as a standby counsellor for a corporate event and was required to support multiple students if necessary. I had to invoice the corporation and add them as a client. PD is more suited to adding individual clients. I would be great to improve this.

Incentivized

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

The ones I have used do not seem to be in the list

Incentivized

• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

Incentivized

• Peace of mind that client records are secure, and help is available from PD when required.
• Easy to manage client records.
• I feel confident that as my practice grows, PD system will make it easy for me to manage my client load and keep up to date with everything.

Incentivized