Pascal Workflow Reviews

The integration of the data from your company coupled with your customer's data is seamless, user friendly and very accountable

I have not used it long enough to find any glaring problems. It seems to fit all the needs we have

Having a place that tracks customer's accounts in real time and having all the information in one place

The e-signature platform is well designed and walks clients through the return, showing them what needs to be paid and where the vouchers are, where to sign, etc. Pay lock is available to make sure that clients have to settle their invoices before accessing documents if you wish to enforce that.

The system overall lacks polish and has not been meaningfully improved since I first started using it three years ago. During that time I had many conversations with Eric (the owner) and he told me about many features that he was working to implement. So far none of them have gone live. The result is a stale product that is much less functional than its competitors that charge a similar price.

Once documents are uploaded to the portal it is difficult to find them or do anything meaningful with them. There is a tag system that is completely useless. If you want to find a document you have to first search for the account, then look under related, then docs, then scroll to find it.