Latitude Collections (legacy) vs. Shoeboxed

As a consulting company specializing in the support of Latitude by Genesys customers, I have first hand experience seeing all of the benefits to my customers of this platform. The ease of powerful interfaces, highly organized GUI based workflows, simple import/export automation as well as a host of integrated vendors makes this the platform of choice for me and my company. Prior to starting my consulting company I was an end user of Latitude by Genesys for 3 years and had the distinct opportunity to work with a top notch implementation team.

I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.

• Payments plans management
• Account analysis reports
• The system is user friendly

• Hassle free ways to submit (mobile, snail mail, etc.) with virtually no workload for us
• Digitalizing business cards to facilitate contact management
• Categorizing of receipts to make them searchable

• In the past, their support has been slow. This has improved dramatically.
• They don't take every one of my ideas and pump it into base code IMMEDIATELY!!

• I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them.

From our perspective, it would be good having a UGC tool integrated with the system.

They have an excellent support team. It was more helpful if they were available by phone, but your ticket system support works good. The Logmein123 is an outstanding tool that helps us a lot when we need support.

Base on cost of initial investment, ongoing support and efficient development capabilities (i.e. import/export interfaces, workflows, etc.) this platform is leaps and bounds ahead of all the other major platforms I have worked with. Some of the others I worked with for as many as 12 years before experiencing the power of Latitude.

We felt we got more customized support through Shoeboxed and pricing was competitive.

• It help us a lot to manage our day to day business.
• It helps our users to produce invoices and handling payment plans in a very efficient way.

• It saves me, I would say, at least 2-3 hours each week
• We probably generate 'better' tax returns - more deductions and save on our accountant in the process, since they have everything perfectly prepped