DO YOU PROVIDE VALUE TO YOUR CLIENTS?
Of course you do, right? In this e-book, we address the primary pillars of value, and how each can be leveraged to take your practice from being perceived as a commoditized service, and transform it into an irreplaceable component of your clients’ business.
- Expertise: Niche Expertise, Advisory Services, Thought Leadership
- Relationships: Proactivity, Service and Responsiveness, Communication and Outreach
- Technology: Advocacy, Adoption, Integration, Education
With Circulus [XTGlobal], we were able to receive a solution that provided us with 99.5% accuracy for our data extraction despite having close to 10,000 vendors invoices templates. Their fully customizable end-to-end solution provides not only the standard data extraction and approval workflow, but incorporates our custom online forms, business rules, and data feed as well.
With our idiosyncrasies it was a must to have a solution that was customizable but not ladled with professional service fees. Circulus [XTGlobal] offered us a customizable solution that met our exact needs, did not require us to fit into their mold, and far exceeded our expectations.
Having been in management here for 15 years, I can honestly say Circulus [XTGlobal] has been the best vendor I’ve had the pleasure of working with. They take the word “partnership” seriously and go above and beyond the “call of duty” in every aspect of their business.”
Circulus [XTBills] is a great product. easy to set up and use. They also have outstanding support. It's one thing to get the app, but they stand behind it and help you through any questions. That's a huge benefit. Can't recommend them enough.
The customer service team goes above and beyond with any issues you have and are extremely responsive to any/all questions. Kaity in particular is always on top of things and provides very thorough solutions to problems. I highly recommend this app!
This application was easy to setup, easy to integrate and easy to use. Customer service is fantastic and responsive. I use it only for paying bills so far. The ACH and vendor setup works great. I use it for several of my clients. I recommend this app.
The system is very user friendly. The support team is great their response time is amazing. This is a very good program and our customers love it.
- Excellent customer service
Circulus has great customer service! They actually have real live people that pick up the phone and help your questions. Such a rarity today. Excellent knowledge base and super helpful. Yes, I recommend this product.
- Streamlines processes
Once setup, this program has reduced my time requirements in handling my clients' bill pay function, seamlessly updates QuickBooks removing duplicate entry requirements and makes it easy to maintain our clients' records for them. Support when needed has been quick with their responses, courteous and to the point. I highly recommend this software.
- The solution we have been looking for!
Excellent app. Has made our complicated accounting process easy and affordable. Customer support has been outstanding. We highly recommend above all other accounting apps. Keep up the good work!
- Circulus has made my life easier!
Switched to Circulus about 6 months ago and haven't looked back. The integration with QuickBooks is seamless, and the interface is very user-friendly. Would highly recommend!
- Circulus rocks!
This app has transformed the way we do accounting. Before Circulus it was quite a headache, and now we have an easy and seamless process. I consider this an essential app. The biggest surprise has been the quality of Circulus's customer support and the pace at which the company is improving their product. Totally above and beyond what I expected from a third-party app developer.