Futrli

NOT Crunchboards

We also had a poor experience with Crunchboards and were very reluctant to get involved again. Everything was overly complicated and hard work. Martin Bissett recommended we have another look at Accountex and I decided to give it a go.Its been a completely different experience this time with Andrew McFarlane. The web learning is excellent and in bite size chunks which make it easier to navigate. Andrew was on hand to sort out all of the problems I encountered on the way to advisory ...

2nd time lucky

We initially started using back in 2017, however found there was no support and after 6 months of hearing from nobody to see how we were getting on, so was very wary of testing them out again, however a quick chat at Xerocon seemed to make all the difference. Under the excellent guidance of Andrew McFarlane we now have a regular contact who takes us each step of the platform and, using our own client data, helps to build the reports, alerts and forecasts which are will be genuinely useful ...