I was really excited to use Zola Suite after speaking with their sakes rep, Skyela. I jumped right in with both feet & connected LawPay, entered clients, & used the functionality.
Right away, it was clunky. You’re limited in the number of calendars you can connect, which for es you to leave the platform often through the day. Each time I left the platform, I realized it took longer for me to return.
Personally, I’m looking forward an all-in-one container where I can access everything I need. Each time I leave, my time tracker gets messed up. Each function requires another window to open — it’s not uncommon to have 10+ windows opening.
The functionality is far less than Clio. It has a CRM platform built in, but doesn’t really do much more than capture names, and you can’t access it at all in the app. You have to use the web browser.
They sell you as if you won’t need a third party accounting system AT ALL! Watch their videos, they push this hard. Except it’s a lie. You can’t run payroll or generate 1099’s.
I tried to address the issues with the company and seek discounts so my bookkeeper could access the platform, for example. Skyela literally told me she didn’t care about having us as a client. So…
Takeaway: they are willing to work with large firms, not small ones who are growing The “discounted” cost of $1k monthly is per user and to get an assistant, bookkeeper & accountant access, you’re looking at annual fees of $4k, let alone contractors. The functionality isn’t fully built out. The app isn’t entirely functional either.
Skip it & go straight to Clio who has years more experience and a better platform.
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dmgwork
Ken55678
BUDDING BUSINESS