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I use quick books self employed and absolutely nothing about it is user friendly. The invoice text box let's you type limited amount of characters, hardly enough to describe the part or service being billed for. It also doesn't have quote options, only invoices. As well, I changed bank accounts for deposits and it ended up being a huge ordeal with multiple emails and calls just to get it closed with no result and I had to start the whole process over again. Very tempted to switch to invoice simple or something similar. If you haven't signed up for quickbooks yet, go elsewhere.

Moved over from a competing accounting software and wish we did it sooner. Not only did I dramatically lower my monthly cost, but their team was so helpful in helping me migrate upfront.

Highly recommend!

It is impossible to deal with customer service - nobody really helps and support their product. They do not understand that business for large corporations is different from that for small shops. Intuit it is time to change and listen to the customer. Stop asking for Owners approval for Multinational Corporations with thousands of shareholders.

The webpage is utterly confusing. I thought I was paying the taxes I owed, instead I was paying 140 dollars for something called deluxe and state taxes. I didn’t use anything called deluxe.

Tried to call customer service and spoke to a robot running me in circles for 20 minutes. The robot finally leads me to a rerun webpage.

Fill that out, get a response saying they don’t do refunds for filing through the webpage, only if you got a CD. Do they even sell these anymore? The vast majority of your clientele are going to be using the webpage, this is a very sleazy move. Also there were no options to say ‘no I don’t want this product’ before being sent to pay.

Still can’t get in touch with anyone, still can’t get my money back for something I didn’t use. This platform’s been nose diving for years and they have officially lost my business.

I am new to AdvisorStream and Broadridge. This review is for my experience to date with customer service and technical support. I will tell you while the products and solutions have gotten vastly better from years ago, the customer service is LACKING. From the beginning they were very quick to get my payment, but i had to basically beg to anyone to get me up and running and started. Matter of fact I Had no - call no - shows from both Broadridge and AdvisorStream. I had a call finally with AdvisorStream that took me through the start up process, it was a very helpful call. HOWEVER, I have issues, things are not posting or working. No idea why. Here is the issue! There is no one to call. You call the number it takes you through prompts and you ultimately get a message that "due to high calling volumes you have been forwarded to the general voicemail box" Well that happens every time and you remain exceedingly frustrated that you have no help and 1/2 the time you don't get a call back. For a communication company, your communication and service availability is terrible.

Dear QuickBooks Customer Service / Office of president

I am writing to express my deep dissatisfaction and frustration with the quality of services provided by QuickBooks and the behavior of your staff and representatives. I recently subscribed to QuickBooks services and utilized them for less than two months. During this brief period, I experienced significant financial losses and even lost a valuable client as a result of the incompetence and lack of accountability exhibited by your team.

I am appalled by the fact that QuickBooks refuses to take responsibility for the mistakes made by your staff and agents. Instead, your representatives have consistently shifted the blame onto me, accusing me of not following directions or misinterpreting instructions. Such behavior is not only unprofessional but also displays a complete disregard for customer satisfaction and support.

One of the major issues I encountered was the misleading information provided by your employees. On multiple occasions, I was given incorrect guidance and directions, leading to further confusion and financial loss on my part. It is evident that your employees lack proper training and knowledge, as their incompetence has had severe consequences for my business.

Furthermore, the lack of accountability within your organization is deeply concerning. Instead of rectifying the mistakes made by your staff, I have been subjected to further inconvenience and financial burdens. As a customer, I expect the company to address and rectify the issues caused by its employees promptly. However, QuickBooks has failed to fulfill this basic obligation.

To summarize my grievances:

Financial loss: The errors made by your staff and agents have resulted in significant monetary losses for my business.

Lost client: Due to the mistakes and misleading information provided by your team, I lost a valuable client, which has had a negative impact on my business's reputation and bottom line.

Lack of responsibility: QuickBooks has consistently refused to take responsibility for the mistakes made by your employees, shifting the blame onto me instead.

Incompetent staff: The employees representing QuickBooks have demonstrated a lack of training, knowledge, and professionalism, which has contributed to the issues I have encountered.

I demand immediate resolution of these matters and appropriate compensation for the financial losses I have incurred as a result of QuickBooks' failures. I expect QuickBooks to review its customer service procedures, invest in adequate training for employees, and take steps to prevent similar incidents from occurring in the future.

If my concerns are not addressed promptly and effectively, I will have no choice but to escalate this matter further by seeking legal remedies and sharing my negative experience with QuickBooks on various online platforms and social media channels.

A.

To get refund, Intuit "encourages" you to reach out, they get back to you with a link that promises to connect you to the right agent, then the agent will send you the same link. It leads you to a never-ending cycle of getting a link, connected to agent who won't resolve issues but gives you a link. They proclaim that what they're doing is the help you needed, apparently a link of endless cycle. "You have 60 days after purchase to request refund, should you be dissatisfied with the product." Product is poorly designed, I deserve refund! I guess Intuit's negative yet accurate reviews are accumulating.

If you have a small business and expect to do your own bookkeeping/accounting and you are not a trained professional, do not use QB. My CPA can't even use QB without major issues since the online version forces updates and creates data quality issues, there are known defects that do not get addressed and cause major accounting issues. The support team overall is not helpful and just wastes your time and is the only time I get frustrated . Yes or no answers can take hours.

I've had so many negative experiences I won't begin to list them here. Bottom line - Customer support does not know how to answer incredibly basic questions. Additionally, Quickbooks completely broke and they did not offer to help me whatsoever. They investigated my account for couple weeks and could not determine how or why it not longer would work and that was that. They simply said something went wrong on their end, but they don't know how to fix it or even how to identify the issue. Their suggestion was to shut down the account and open a new one. I sincerely wish I could get help from them. I spent 3 phone calls and more than an hour to still not get an answer on how to record on an invoice an expense from a restaurant receipt that includes a tip. The list of these things can go on endlessly. I seriously hope that at some point in time someone will work on creating a quality customer experiencer, and resolving the issues people have.

I have been using AdvisorStream for a couple of years now and have been very happy with their services.

It's a great way to share timely and relevant information with my clients and prospects on a weekly basis. I really like that I can customize my newsletter and add articles from publications my clients and I would normally have to subscribe and pay for. The daily postings to my LinkedIn profile are an added bonus.

AdvisorStream's customer success manager also works with me to review my newsletter engagement and activity to better serve my clients.

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Been working with AdvisorStream coming up on 4 months now, and have been impressed every step of the way! Engagement on my social media pages has increased tremendously, and quality of content is unmatched compared to other services I have used in the past.

Customer service has been top notch. Jamie & Sophiaa even set up a follow up call with me to discuss marketing strategy & implementation.

Would recommend the services to others, and plan to be a customer for years to come!

I been a client of Advisor Stream for nearly 4 years. I use the service both to build my own newsletter, access AS generated newsletters and capture leads for my wealth advisory practice. Utilizing AS has been effective in communicating with clients and prospects. The breadth of content available is outstanding. All of this being said, one of the key benefits is the helpful, proactive support provided to the AS client. 2-3 times a year a call is scheduled by a member of the AS team to speak with me to make sure I am aware of platform features and that I am satisfied that AS is playing its part in growing my business. I recommend any wealth advisor interested in engaging an exceptional web based communication platform, take a close look at Advisor Stream.

Great service! Newsletters are fantastic, engaging, and actually enjoyable to read. The content is not all Industry related, or "over written", They have a ton of content to choose from. The format is also very nice. Advisorstream will also ghost write email/newsletter intro's too. Which is amazing! Their system is very user friendly, and can automatically feed into social media streams, post to your website, etc. The analytics, also very easy to read. Tanya, and Tim from Advisorstream are both incredibly helpful, and actually pick up the phone instead of spending a lot of time going through an automated system. Super friendly people too!

AdvisorStream works really well for us. We’ve been using it for about a year now to send out newsletters to clients and associates. It’s very easy to use and we like the option to customize our communications, but they can be automated too. There is also the option to add our own content, as well as a huge library of published articles to select from. It’s a very useful tool and user friendly.

I am working in Daisy))))

Unbelievable!

I use Advisor Stream to manage several social media pages for two companies as well as our weekly newsletter. It has made my job SO much easier! The ease of use of the software, the support when I hit a snag, and the choice of fantastic articles every week makes me feel like I have an assistant (even though I don't). It has really elevated our marketing to a new level and has grown our list. I constantly get feedback from clients and prospective clients that they love the information we send. My favorite is when they contact me to let me know they have a new e-mail address because they don't want to miss a newsletter. Thanks so much, Advisor Stream for making my life easier.

I had an awesome experience with AdvisorStream! Julien and Chris were great and helped me set up my social media and newsletter marketing campaign. What I like most? AdvisorStream is completely automated and looks extremely professional. This system will help build your brand, relevance and overall presence. In the Financial Industry perception is everything, this system helps you maintain and build a solid and professional reputation. If you are involved in the Financial Industry I highly recommend using AdvisorStream.