Likelihood to Recommend Intuit has coined the term "Firm of the Future" and its products live up to that moniker. If you run a practice that is cloud based, paperless and makes use of cutting edge tools such as e-signatures, client portals, etc., then this product will be a good fit for you. If you are slow to change and want to use the traditional desktop computing environment and frequently print client draft returns for review, use wet signatures, etc. then this might not be the product for you. If you are already using some of Intuit's products and plan to implement more business clients into
QuickBooks Online , I would say this product is a "must have".
Read full review ZipBooks is really strong for small businesses (and non-profits like the ones I help manage). It may not yet be ready to handle medium or large businesses given the deep, niche functionality that is sometimes required in those cases.
Read full review Pros Final taxes are clear. The esignature is easy most of the time for clients to sign. The dropdown for selecting the right year is clear. Read full review Invoicing is particularly easy-to-use, quick, clean and beautiful. GREAT for branding. The time tracker was unexpected, but very useful and integrates well with the invoicing. Leads to quick invoicing every time. Customer support is phenomenal -- the support staff is friendly and helpful. Although they are a new company, they are definitely on the right track! I recommend this software to clients, colleagues, and friends alike, mostly for it quick and beautiful invoicing. They do what they can to live up to their name! It doesn't take very long to get set up, or very long to create a complete invoice and send it to the right person. Read full review Cons Not very many software titles outside the Intuit family can be used to integrate with the product. The UI is a bit dated looking. Can get rather costly if larger volumes of returns are prepared. Read full review There is some difficulty with a need to learn the use of the menus, they are not open and click, at the moment, the user needs to open the menu then using the pad keys scroll down and use enter to select from the drop-down menu. A mouse does not work. Read full review Support Rating The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.
Read full review Alternatives Considered I think ProConnect Tax Online is better than competitors. As I am new to my career, the only software I have used are ProConnect Tax Online, and Thomson Reuters Ultra Tax. I prefer cloud-based software, but I think Ultra Tax is easier software to learn on. It is easier to learn on because it is form based
Read full review I've primarily compared ZipBooks vs. Quickbooks because I've used Quickbooks at larger companies before. ZipBooks was the right fit for a smaller organization because it still had all the core features of Quickbooks but at a dramatically lower price that fits the budget.
Read full review Return on Investment Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative. Read full review ZipBooks is entirely affordable, and with my current $15/mo payments, I get ROI pretty quickly. Invoices are simple and easy to make, while staying beautiful and functional at the same time. This saves me TIME, which means that I don't need to spend 15-20 minutes fiddling with the software to make it do what I want it to do. It just works. And that means, I can spend more time doing client work, and managing projects and sales. Read full review ScreenShots