dascpa
Level 12
02-09-2024
02:01 PM
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Both. Customer support is good. The hardest part was me setting up how I wanted the folder structure to be. There are standard items and then you can customize. For example, I created (automatically for each client) a Permanent File folder. I created another folder for client uploads only. The rest I had them set to downloads only. The less the client can screw around with, the less errors that happen. I do not use their ProSeries missing docs app. Too much hassle and too much confusion.