Accelo

The Sky Is the Limit

What do you like best? Accelo is really exciting, all-in-one platform. There are plenty of "tools" out there, but they always seem to fall short. Accelo is a true system and it has already helped our team immensely. I would absolutely suggest that you check it out. What do you dislike? Honestly, the only frustration I have with the platform is the fact that my team and I haven't allocated enough time internally (yet to complete the implementation. With that said, we will slowly but ...

Providing tremendous benefits for our small accounting firm

PROS & CONS What are the best aspects of this product? We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight ...

Helping become more efficient in my work

PROS & CONS What are the best aspects of this product? Accelo allows all of my work to be fed into me online with everything i need in one place such as task descriptions, timeframes, attachments, correspondences, stakeholders, and links to overall project details. The team schedule also works well since I manage one member of staff; it allows me to keep up to date with their workflow, timescales and progression on particular projects all in one view. The timers are a real bonus as ...

Providing tremendous benefits for our small accounting firm

PROS & CONS What are the best aspects of this product? We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight ...

Helping become more efficient in my work

PROS & CONS What are the best aspects of this product? Accelo allows all of my work to be fed into me online with everything i need in one place such as task descriptions, timeframes, attachments, correspondences, stakeholders, and links to overall project details. The team schedule also works well since I manage one member of staff; it allows me to keep up to date with their workflow, timescales and progression on particular projects all in one view. The timers are a real bonus as ...

Everything we need is all in one place

PROS & CONS What are the best aspects of this product? With Accelo everything is all in one place: CRM, Email, Project Management, Support Ticketing, Invoicing, etc. It also integrates well with our other tools (Xero, MailChimp. Even when there isn't an integration there is the API which covers 90% of the product. Interface is clean and easy to use, although it has a bit of a learning curve. Support is also responsive whenever we need help. What aspects are problematic or could work ...

Helping standardize workflows on tax work

PROS & CONS What are the best aspects of this product? Accelo has helped our firm standardize our workflow on tax work through its project feature or retainer custom workflows. It has also automated some tasks that would have usually required a manual follow up. It provided us a better client communication via a self-help portal that can provide file/current engagement viiews. The wonderful integration with Office 365 must be noted as well. What aspects are problematic or could work ...

A fully integrated system that we use to to almost its full potential

PROS & CONS What are the best aspects of this product? We appreciate Accelo's fully integrated consulting practice management system. In fact, it is so fully featured that we may be months from using it to its fullest after using it for a year. We find the seamless integration of sales opportunity to billable project or retainer to be the most impressive feature for us. Also, it has helped make integrated communications and time tracking a breeze especially when connected with Office ...

Providing tremendous benefits for our small accounting firm

PROS & CONS What are the best aspects of this product? We found Accelo to be capable of accommodating the support of all of our processes. From our routing bookkeeping, to our tax season massive upswing, to the agileness needed to respond to ad hoc requests to give our customers the expert support they need- we found all of our needs met. As a small accounting firm, it provided room for growth, letting us safely sustain our current and future growth for years to come. it is lightweight ...

Helping become more efficient in my work

PROS & CONS What are the best aspects of this product? Accelo allows all of my work to be fed into me online with everything i need in one place such as task descriptions, timeframes, attachments, correspondences, stakeholders, and links to overall project details. The team schedule also works well since I manage one member of staff; it allows me to keep up to date with their workflow, timescales and progression on particular projects all in one view. The timers are a real bonus as ...