Their scanners and OCR scanning abilities used to be top-notch. I used their products for about 10 years and recommended many users to them over the years. As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out! PROS After dozens of additional crashes during the 2019 tax season, I had finally had enough and cancelled my account. Thanks for listening to my warning.Īfter wasting way too much time over several years to get their system to work properly, I finally realized that I'd been giving into a sunk cost fallacy. I contacted an attorney to find out if they are required by law to give me access to my data. It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore. I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts). And they cannot be downloaded in a batch. They offered me the option of downloading each receipt one at a time. So even if I don’t need their services anymore, I have to pay for them. So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned. So, I wanted to end my monthly subscription. After Covid and retirement, I no longer need their services. Except…….now comes “Extortion” from the company. It worked fine, and I have thousands of receipts stored. The idea is to scan documents and receipts, or photograph them, so you can be paperless. I have used NEAT since it was Neat Receipts. Could scan receipts as I get them, and toss the paper CONS Here is a list of our partners who offer products that we have affiliate links for.Worked fine but have to pay for service I don't need to keep data PROSĮasy to use, fast, quick accurate. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. The compensation we receive from advertisers does not influence the recommendations or advice our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. Second, we also include links to advertisers’ offers in some of our articles these “affiliate links” may generate income for our site when you click on them. This site does not include all companies or products available within the market. The compensation we receive for those placements affects how and where advertisers’ offers appear on the site. First, we provide paid placements to advertisers to present their offers. This compensation comes from two main sources. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. The Forbes Advisor editorial team is independent and objective. For more information on FreshBooks, check out our FreshBooks review. That said, Sunrise also lacks basics such as a customer portal that both Neat and FreshBooks have, so it’s likely not the best if you deal with lots of clients. You can add Gusto Payroll to FreshBooks for a fee, meanwhile Sunrise includes the Gusto payroll integration in every package. Neat and Sunrise don’t include this feature.Īdditionally, if you have employees or freelancers that you have to pay, Neat doesn’t have any payroll capabilities. If you provide hourly services, you’ll want a service such as FreshBooks that lets you track time spent on projects and bill accordingly. Sunrise by Lendio and FreshBooks include most of the same main features at a lower price, including a few additional ones that might be even more useful for your business. Of these three services, Neat is the most expensive at $29 a month but offers a compelling feature set for your extra investment. Live chat, email and phone (standard business hours) Live chat, email, phone and support tickets $4.50 per month ($15 per month upon renewal)
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