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WorkSmart Reviews & Provider Details

BB
Sr. Account Administrator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Describe the project or task WorkSmart helped with:

I use WS daily as an Acct Administrator. I have several tasks waiting to be processed & it helps me keep them orderly and efficient. I can't imagine managing the work load that I carry without WS. Review collected by and hosted on G2.com.

What do you like best about WorkSmart?

Being able to sort my work list by various parameters. It helps my stay on top of the work that comes in daily. I can easily import emails from Outlook to the task list so that they don't get lost in my inbox. Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

There's really nothing that I dislike about it! We have recently moved to the cloud verision & it has slowed us down some, but that is getting better as our IT dept works through it with us. Review collected by and hosted on G2.com.

Recommendations to others considering WorkSmart:

Go for it!! I'm not one that loves change and might have resisted this in the beginning, BUT once it was in & set up...I love it!! I can't imagine handling the work load that I do without it! Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

WS helps keep up with the growing amount of work that comes in daily. We are able to get more work processed with fewer people due to the ease of use of WS and the ability to keep it all in view at a glance of the task list. Review collected by and hosted on G2.com.

WorkSmart Overview

What is WorkSmart?

We exist to assist clients to leverage efficiency, through using Cloud Accounting technology and applications. WorkSmart was formed as a joint collaboration, drawing on Accounting skill, IT knowledge and business experience. As a result, we can provide specialist advice about Cloud Accounting and Add-On applications, to achieve the best possible outcome for our clients relevant to their business situation. Our goal is to provide simple and organised integrated business systems ensuring business owners can focus on what they do best.

WorkSmart Details
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Provider Description

We exist to assist clients to leverage efficiency, through using Cloud Accounting technology and applications. WorkSmart was formed as a joint collaboration, drawing on Accounting skill, IT knowledge and business experience. As a result, we can provide specialist advice about Cloud Accounting and Add-On applications, to achieve the best possible outcome for our clients relevant to their business situation. Our goal is to provide simple and organised integrated business systems ensuring business owners can focus on what they do best.


Seller Details
Seller
WorkSmart
HQ Location
Durham, North Carolina
Twitter
@WorkSmartNZ
124 Twitter followers
LinkedIn® Page
www.linkedin.com
111 employees on LinkedIn®

Recent WorkSmart Reviews

Verified User
I
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Product is great but onboarding was very difficult. Not enough info to make good decisions"
Document management is great. makes it easy to find
BB
Beth B.Mid-Market (51-1000 emp.)
5.0 out of 5
"WorkSmart is makes my life so much easier! It keeps my work tasks organized and easy to process."
I use WS daily as an Acct Administrator. I have several tasks waiting to be processed & it helps me keep them orderly and efficient. I can't imag...
Verified User
G
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Excellent!"
Helpful to track all internal projects/tasks.

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4 out of 5 Total Reviews for WorkSmart

4.5 out of 5
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4 out of 5 Total Reviews for WorkSmart
4.5 out of 5
4 out of 5 Total Reviews for WorkSmart
4.5 out of 5
G2 reviews are authentic and verified.
Verified User in Insurance
II
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

Document management is great. makes it easy to find Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

Task are not easy to work and very difficult for our team to amend Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

documenting management for our personal and commercial teams Review collected by and hosted on G2.com.

Kim S.
KS
IT Coordinator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
Describe the project or task WorkSmart helped with:

document storage and account documentation and ability to share with users in different locations Review collected by and hosted on G2.com.

What do you like best about WorkSmart?

the ease at pulling up pertinent information quickly and easily to share with customers and companies Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

slow response time with large commercial lines files Review collected by and hosted on G2.com.

Recommendations to others considering WorkSmart:

Understand workflow options, pitfalls, and obstructions ahead of time Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

sharing documents between users in multiple locations Review collected by and hosted on G2.com.

Desiree D.
DD
National Operations Leader, Select Commercial
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
Describe the project or task WorkSmart helped with:

Account management servicing gained efficiencies, processing work, managing work Review collected by and hosted on G2.com.

What do you like best about WorkSmart?

The transparency of work, and account information across the agency Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

Set task attributes every time you need to update the task Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

streamline processes and see what teams are working on. Indicate bottlenecks in processes Review collected by and hosted on G2.com.

Verified User in Insurance
GI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Describe the project or task WorkSmart helped with:

Helpful to track all internal projects/tasks. Review collected by and hosted on G2.com.

What do you like best about WorkSmart?

What I like the best about WorkSmart is the ease of use! Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

What i dislike the most is the technical glitches that sometimes occur with all technology platforms. Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

Business problems being solved with WorkSmart are keeping track of our projects. Review collected by and hosted on G2.com.