GuidelineReviews of guideline.com

The call was answered quite quickly. The person who helped me was on top of her game! Professional, courteous and attentive.

staff is not helpful. great tech but everyone is asleep at the wheel.

I was confused about how a non employee co-owner needed to be listed or reported in my company roster and was having trouble on the technical side. I thought it was going to be a complicated process but the guideline agent walked me through a troubleshoot and we got it sorted out in just a few minutes

I would say my experience with the events that have transpired is a 1/5 but working with Vanessa has been a 6/5. We had such unfortunate issues that are still persisting and earlier reps (AJ) were not a good experience for us. We ultimately ended up with Vanessa and were able to start clearing everything out and it’s due to her positive attitude and professionalism that we finally felt like we had an ally at Accrue. Working with her allowed me personally to have faith again in Guideline. We’re not in the clear yet but we were making ourselves ready to leave Guideline due to our experience.

Very quick at getting an answer for my question.

Jessica was professional and patient while she walked me thru what I needed to do. I was so grateful for her assistance. Im a CS Mgr, and I'm impressed by how she handled things. Great job! 5 stars to you! Thank you.

It is the first week in January 2026 and I, like I am sure many others are doing, signed in on 01/06 to change my IRS portfolio distribution %s. I keep being denied and after speaking with customer service I was informed there was a "glitch" in the system that tech was working on. It is going on 4 days for this this to be corrected - it is still not fixed, no one in customer service can tell me a timeline on repair. I can not make adjustments to MY money. Very disturbing and disappointing for this large a company.

Prompt return call; Knowledgeable and patient with my questions.