Quickbase Review
June 22, 2023
Quickbase Review
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Quickbase
Ascena Consulting is a specialty tax consulting company. We focus on tax incentives for corporations. Most specifically the research and development tax credit. So any company that does anything that's innovative, they have an opportunity to at least look at the R&D credit. We document, calculate, monetize, and then provide support to them in the event of an audit. We make sure that the credit we generate for them can be used to reduce their tax liabilities.
Pros
- From a volume perspective, prior to using Quickbase, we were using an access database and that's great, but we couldn't really compile any of the information. So Quickbase allows us to take all of our clients in one place, and now we can create lots of reporting and analytics that allow us to really look hard at industries and companies and what kind of credits are we generating and allows us to streamline. From a quality control perspective, make sure that all of the calculations are always going to be the same over and over and over. So from our perspective, it allows us to scale much faster, much easier than using either Excel or Google Sheets, or our old access database.
Cons
- The text editor in the program is a little bit rough. We use Quickbase for all of our calculations. We really have two parts that we document. One is the projects that the company, our clients, do, and we have to document how it meets the IRS criteria. The other side is the calculation, which generates the credit. That side of the credit calculation works great and we can certainly enter all the information into Quickbase to document how a client qualifies, but then reporting on that in a format that we can then drop into a final report and into our work papers could use some work. It's just not quite as clean as it needs to be. It's not client ready. So we've had to find some workarounds.
- From a risk perspective, absolutely, because again, we've got a database that allows us to accumulate all that information very quickly and easily.
- From a cost, an ROI, dollars and efficiency perspective? Haven't tried to quantify that to be honest. Anytime you involve technology, there's a human component of process that has to be built. And so while we've built one that works, we know there's ways to make it better. We're still working through that piece. Do I think when we are three times the size we are today that it's going to absolutely bring more efficiencies? Yeah, I do.
Do you think Quickbase delivers good value for the price?
Yes
Are you happy with Quickbase's feature set?
Yes
Did Quickbase live up to sales and marketing promises?
Yes
Did implementation of Quickbase go as expected?
Yes
Would you buy Quickbase again?
Yes
Comments
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