Hi everyone!

A group of coworkers and I have left our jobs to open our own accounting firm (We were all working in the accounting field previously) and we're looking into alternatives to the programs we've been using the past few years at our old place of employment.

The program we want to replace most out of all of them is Goldmine as Goldmine has been an absolute nightmare for us in the past.

We mainly used it to schedule appointments and as a logging system for our client files. So, that's what we're mainly looking for.

In terms of logging client files, we just need a system that lets us enter the names and phone numbers of clients and allows us to log the date they brought their paperwork in and who their file was given to within our office. Having a program to log files like this makes it easier for us to quickly look up who has each client's file in and when their paperwork was dropped off.

What we don't want:

- Nothing too complicated, we'd prefer to keep things as user friendly as possible

- Nothing too expensive, this is a new business and a lot of the other programs we need are not cheap lol

- No AI. We'd like to keep client info as secure as possible. We also like to avoid Gen AI as much as possible for moral and ethical reasons.

Any help is greatly appreciated! Thanks in advance!