Updated May 20, 2015
Score 9 out of 10
Overall Satisfaction with PlanGuru
Our firm does occasional projections for clients and fine tunes the scenarios for financial and tax purposes. Typically, it is used by the Financial/Compilation Department.
We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.
- 25% to 50% of my clients