Patriot Accounting Reviews

Great!

Comments: my overall experience with Patriot Accounting it has been amazing! I literaly started my own business with them!

Pros:

this is a great product for someone that is either new to the accounting business, there is a "how to" video in every part of the software.

Cons:

there is not much to say about this topic, however some older generation would appreciate a desktop version

Perfect solution for small to midsized businesss

Comments: It may sound like I work for the company but honestly if anyone were yo ask me what is the best overall experience I have with software or a subscription service of this type I think patriot would be it based on the ease of use and amazing product support.

Pros:

The system is super easy to use and understand and works as it should. Not buggy like some other big name accounting programs. Also if I need support I can honestly say the support team is is ready, willing and qualified to help and they will take the time needed to be sure my issue is handled. To the point that I am amazed at the time and care they take.

Cons:

Every so often there is something I have trouble finding ( but support helps me!) part of that may be because I am not an accountant. But even those issues are rare and they are always adding nice features to make my job easier.

Harder to function in the program

Comments: I am not an accountant and I am not very techy so when I request help I was told multiple times that they can't help with that that I needed to talk to an accountant. Some I thought would be simply questions for someone that was in a tech support position.

Pros:

I was really not impressed with anything about the program

Cons:

I do not like how the payroll software interacts with the banking reconciliation. It took me forever to align the checks for printing, finally figured out that the payroll checks aligned differently than the accounting checks

Incredible Customer-Service and Strongly Valued Customer Input

Comments: Above providing a great software that suits the needs of a small business like ours (without being overly complex), they have outstanding customer service and value fulfillment of customer needs.

Pros:

We wanted something that we could tailor to our own needs and that we could more seamlessly transition, from how we previously operated our accounting. We wanted something that was not overly complex to adapt to but that was also able to execute our accounting needs. It's challenging to find programs to best suit the flow of your daily tasks and that can also be flexible with function. Patriot fit all those needs.

Cons:

Over the years of using this program, we have asked for many changes (with varying degrees of importance) and I cannot think of one that has not been fulfilled by the Patriot team. I'm not sure how they do it, but they seem dedicated to providing customer needs and to help ease workflow however they are able. They are regularly working to improve their software and needs of customers.

Leave Quickbooks and never look back

Comments: The Onboarding team for new customers is the highest level of customer support I have every experienced. As an owner and administrator I have implemented dozens of software platforms over the past 25 years. This is the best customer support I have ever found.

Pros:

Customer support by [sensitive content hidden] are the best.

Cons:

I like everything about Patriot compared to Quickbooks

Patriot software review

Comments: Worked well for as small as our company is but not for larger company’s

Pros:

I liked that it was somewhat user friendly

Cons:

It didn’t work some newer AP applications

Easy to use and responsive customer service

Comments: I do not use Patriot Accounting

Pros:

This software is easy to set up and even easier to use. I work for a small firm with only a couple of employees. Our payroll needs are fairly simple and Patriot is intuitive and has robust information available when needed.

Cons:

There is nothing I dislike about Patriot. I guess it would be nice if there was a mobile app that allowed me to run payroll remotely from my desktop.

Customer Service Is Outstanding

Comments: My experience has been great and the transition from the accouting software I had used before was much easier than I expected. Being in the advertising industry myself for more than 50 years, I always measure a company by how well they live up to their claims and slogans. Patriot Software certainly lives up to its tagline, "keep your time and money." But what stands out to me even more is the outstanding customer service demonstrated by every member of your staff with whom I've had communication. Sadly, in today's market place this type of customer service seems to be rare. Because of your great customer service, I would go as far as to call Patriot Software "the Chick-Fil-A of accoutning and payroll software."

Pros:

In switching from another accounting software program to Patriot Software, naturally there was a learning curve involved to get familiar with Patriot. Several calls to customer service were answered or returned right away, and the staff was always helpful, patient, and totally professional. My only regret is that I did not make the switch to Patriot Software even sooner, just for the outstanding customer service.

Cons:

At first the "extra step" of printing checks - downloading the form as a pdf file - was a little hard to get used to. But now that I understand the process better, and can see that this could be an important security feature, it's not really an issue.

Amazing Product

Comments: Patriot Software is absolutely amazing. It is a super easy format and set up. Very easy & simple to navigate and learn. You can not find an invoice & accounting product that does this much for this price point. I only wish I knew about it sooner. I was paying over $130 per month for just invoiced our customers. This software is a hidden Jem. I tell everyone I know about it!!

Pros:

Super easy format to navigate and understand. I had no issues with my customers when I switched softwares. The price is amazing compared to what I was using. My monthly subscription price was consistently going up. I live the fixed pricing.

Cons:

I have Zero cons with Patriot Software so far.

Patriot Accounting Software

Comments: I like easy access , i have had no real issues and easily used reports to fill out taxes

Pros:

mostly use it for Billing and payroll, I love the feature that I can now pay subs through the Payroll tool

Cons:

adding new accounts is not logical and I have had trouble adding balance sheet account groups

Patriot Accounting sofware

Comments: Thankfully I write less than 10 checks per month. Patriot double counts each one so it's a constant chore to keep my bank statement and Patriot to balance.

Pros:

This is a very robust accounting solution.

Cons:

I wish I had paid more attention in college accounting. Unfortunately, ease of use is not a primary strength.

Fair value for benefits and peace of mind

Comments: Patriot has helped with organizing and tracking how much an account has received or spent for a year total. If there is any issues customer support has been friendly and supportive in helping resolve the issue quickly.

Pros:

Pay roll tax filing eases worries and makes business functionality easier The availability of having a support staff to call with questions is amazing.

Cons:

Adjusting the bank totals to match the starting values. When printing checks you are unable to add things in the memo line.

DISAPPOINTED

Pros:

SET UP WAS EASY, DOWNHILL AFTER THAT. PERHAPS IT IS ACTUALLY EASIER THAN I AM EXPECTING, AND NOT GIVING IT A CHANCE.

Cons:

PERHAPS I DID NOT SETUP CORRECTLY, BUT IT SEEMS LIKE ANY TRANSACTION I DO IS LIKE PERFORMING JOURNAL ENTRIES ONLY, I AM USED TO QUICKBOOKS, VERY EASY AND INTUITIVE, PATRIOT NOT SO MUCH, EXAMPLE IS ADDING ACCOUNTS ON THE FLY IN THE MIDDLE OF TRANSACTIONS, INSTEAD OF CANCELLING TRANSACTION, AND CREATING THE ACCOUNT, THEN START OVER WITH THE TRANSACTION

accounting

Comments: While I like the initial attempt Patriot has with their software and really liked that they even did a zoom call with me a few months back to get my ideas on what I'd like to see, it's still just not as functional as I'm needing for accounting software. I was hoping to stop using my old software just so I could consolidate programs a bit, but the functionality is just not there yet, and my current accounting software has all the features I need (and it's free, so that's a plus.)

Pros:

I liked that I could categorize different items and link to both credit cards and bank accounts

Cons:

I did not like that I could not bulk-categorize transactions, even when they were identical like a recurring charge. I also would like to be able to manage multiple businesses from the same account.

Good but could be better

Comments: My overall experience with patriot is there a great customer service for the software is limited.

Pros:

The features that are most impactful was the accounting and storing receipts and documents.

Cons:

Invoice layout needs work, and some updates took away features that were useful.

Great Accounting Package Solution!

Pros:

Month end closes take less than an hour, everything is very user friendly and I have the ability to export or create every report I need. Specifically, having the ability to export my monthly GL to compare month to month, qtr to qtr, is incredibly helpful and saves me a ton of time.

Cons:

I don't have anything that I don't care for.

Beutifully executed software

Comments: I really could not be happier. What a contrast to Quickbooks.

Pros:

Ease of use, logic rules. It matches my small business needs.

Cons:

Create a file where I can pull pre written messages for quotes and alike from

WE LOVE PATRIOT

Comments: We switched from QuickBooks to Patriot in May, and we are SO HAPPY we made the switch! Patriot is able to do everything that QuickBooks can, but for a much more reasonable price. Patriot also does a lot of things automatically that you would have to manually enter for QuickBooks. Patriot has made my job a lot easier!

Pros:

Automatic features (i.e. transaction rules), clean design, free of clutter! Also, LOVE Patriot's customer service! <3

Cons:

I was emailing Patriot support about this - but we would really appreciate the ability to send invoices to customers and charge their credit card (instead of having the customer fill it out). We have customers that we charge every month and would love to be able to do that through Patriot, we're currently using mHelpDesk

Best in Class!

Comments: Exceedingly positive. I can't say enough about the professionalism and personal service provided by Patriot's team. I am not an accountant, or bookkeeper, or tax consultant...and I don't want to be. Patriot's team gets that, and they treat us with respect and courtesy.

Pros:

How much time do you have? I've used all of the major competitors in the field at some time or another. Patriot shares our values and beliefs, as evidenced in every interaction with them. The value for what they provide is unparalleled...not even close. Patriot has been completely transparent and there are no hidden fees or mysteries in function or cost. Patriot Software delivers what they promise and is always great to work with by phone or video conference. We feel like we are valued by them, and that is a plus for a small but growing business.

Cons:

My only suggestion is, as always, integrations. I know "that other company" has been around a long time and exercises leverage on the industry. Patriot provides value and performs in a trustworthy and honest manner - we can wait for the integrations and grow with them.

Great to Use

Comments: We were in the process of talking about going back to Quick Books and decided to stay with Patriot because of costs and ease of getting live help

Pros:

Ease of getting into program Ease of. getting help Great to work with when calling in

Cons:

When trying to get to certain options on the side to use, hard to maneuver to where you want to go

Easy accounting

Comments: Patriot Accounting is a very good accounting software, easy to use and great support. A lot of features at the basic plan but the good ones at the Premium one.

Pros:

Customer support is fast and helpful, always there for you. Software is easy to use and the interface is very intuitive. Everything works great without any issues, if issues appear support will deal with them.

Cons:

The features that I needed the most were at the Premium plan, but is worth it.

Love it.

Comments: positive

Pros:

Easy and almost idiot proof. I learned how to operate the software in minutes

Cons:

I would like to be able to have my customers pay online. The company that did it for Patriot, was hard to deal with. That was a few months ago.

Patriot accounting and payroll software

Comments: Overall Patriot has been responsive, easy to use and has saved me time with taxes. I don't think they have as many features developed yet as QuickBooks and that may cause me to switch but I'm happy for now

Pros:

Patriot is extremely user friendly for someone who is new to accounting and small business. I've been mostly able to figure it all out by myself, and when I do need help their customer support team is awesome. I love their feature to pay taxes for is and it is well worth the price so I dont have to worry about it.

Cons:

One thing that I dislike about this software specifically for a painting business is that if I have an employee working interior and exterior hours within the same pay period , there's no way (that I'm aware of) to use a multitude of L&I codes for different hours when I run payroll.

Still using Patriot Software after 5+ years

Comments: With built-in time card management, I can print payroll in minutes plus free hassle-free direct deposit it just makes it easier to run the company.

Pros:

Easy to use, functionality that fits my needs.

Cons:

Still don't have a mobile app, no big deal.

Thank you Patriot Software

Comments: I love the name, and love that it can produce my payroll easily. Every interaction with one of your employees has been successful and satisfactory.

Pros:

PS easily helps me to accomplish producing my Payroll and tracking the financial history of my employees. I greatly appreciate that there is always a person to talk with within five minutes of when I called. There is no substitute for that. They are knowledgeable, friendly and always helpful.

Cons:

Since I am somebody coming not coming from a financial background at all it would’ve been helpful to give me a list of what I needed to do when I first signed up that would walk me through how to accomplish my goals, instead, I had to put the pieces of the puzzle together myself. It all did turn out fine but it was stressful for me. Also, there is no one report that will show me on a daily or weekly or even monthly Basis just on a single line what each of my employees brings in, gross income. I’ve not been able to get assistance figuring out how to do that so I have to do it on a separate ledger myself.