TrustRadius
Saved my clients over $500K in IRS imposed penalties & interest
https://www.trustradius.com/office-suitesMicrosoft 365 BusinessUnspecified8.5499101
Paula Byrd profile photo
Updated May 17, 2019

Saved my clients over $500K in IRS imposed penalties & interest

Score 9 out of 101
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Overall Satisfaction with Microsoft 365 Business

I use Outlook on my PC and ALL my devices (phone, iPad) for all five of my email addresses (personal, business, gmail for Android, and client issued email). I stay connected to everyone all the time. I have used Excel to reconcile differences on tax returns and have actually gotten over $627,000 in IRS penalties and interest abated due to a flawed program that forced the company to submit 18,000 W2s to the IRS. They were required to file electronically and were charged $250 per W2 over 250 (they had three filing entities). The office programs allow me to explain variances, change incorrect tax returns, and save my clients hundreds of thousands of dollars.
  • Syncing across platforms and devices.
  • The interface is consistent between desktop, Android mobile, and iOS/Mac
  • Reliability and consistent updates.
  • My Gmail account tends to need to get an error and needs to be deleted and re-added to Outlook several times a year. Please Find a way to eliminate this.
  • Some of the Office Apps are not available for offline or mobile use. Forms is an example.
  • Positive: retaining clients year after year after resolving major financial matters
  • Allowed me to retain ALL email conversations. They have been used to reduce taxes and abate penalties and interest.
Functionality, formatting, and level of formulas for data analysis is severely lacking. When I have access to G Suite thru work or a client, I always use Office 365 and just save the data to their Google Drive (after saving to my OneDrive).
Syncing OneDrive documents occasionally doesn't complete and I don't have access to information as quickly as I wish
Training in settings and some of the more advanced features is a must.
Very well suited for financial, tax, and accounting consulting firms, CPAs, and tax preparers. Not well suited for a musician, I think.