One for the Accountants on here

Accounting
1

Apologies if this doesn’t belong here but as a user and admirer of cloud based software and particularly Quickfile I thought I’d post this here…

I run a small one man band practice, 160 personal clients, 20 Companies.

Do any of the accountants on here use and can recommend any practice management software for maintaining client records and contacting them ?

Many thanks

2

taxcalc is good option

3

Thanks for your reply but I’m happy with my tax return submission software so really looking for a stand alone

4

We transfer information between affinity and first order to keep track of deadlines and such, but it more a company sec software than anything else.

I have heard good things about Jetpack but did not really suit me.

Kind regards,
Chris

5

Thanks Chris much appreciated. Having a look at Senta now.

6

Hi,

I’m looking for some accountants who are looking for an online practice management system that integrates with QuickFile. We have a system that manages many hundreds of clients for multiple practices offering:

  • managing all static data and enables creation of clients directly in your QuickFile account - shows how long since last payment received as well, detects if QF data needs updating etc. Companies House integration for checking data is very helpful and a huge amount of smart logic ensures all missing data is checked for - updates shortly will facilitate auto contacting client for items they can send
  • creating and manage all recurring and one off tasks based on whatever template structure you like (templates provided for most tasks). Steps per task can be assigned to different staff members and has both action and advisory roles built in
  • detailed Terms of Engagement creation and signing through templates per service. If they need updating you can auto create per client per service from the template and the documents are sent to be signed via the built in document signing portal with automatic daily reminders
  • digital signing of all docs eg Self Assessments, accounts etc not just the Terms Of Engagement through the built in client portal. there are further enhancements due shortly for the client portal
  • Anti-Money Laundering management - it has a training module to ensure staff know what they are doing and currently manages manual Know Your Client document tracking and has Risk Assessment templates with auto reminders to review taking seconds to keep your Risk Assessments up to date. Currently we are integrating with on online AML ID checking service at minimal cost per client
  • time tracking and reporting available with multiple job codes per client for easy billing and reviewing staff timesheet.
  • tracking inbound and outbound calls on notes per client with Action by dates and assign to staff to action and review
  • SMS to clients with built in templates for reminding to bring in info or collect it, meeting reminders - whatever you want really.
  • per client email templates assigned to tasks for example to easily enables requests for info each year
  • integration with MailChimp enabling sorting by client type, services offered, billing value etc. enables targetted mailshots very easily - super useful for the Budget and general updates
  • a simple sales funnel system - take notes and schedule follow ups easily then easily convert to a client
  • lots of built in reporting for numbers and types of clients and services, download work lists into excel, review missing tasks or information etc
  • multi-user with detailed staff and contractor permissions so they can only see the relevant clients and system modules
  • a simple built in knowledge base system for your staff that will also be used to make information available to clients via the built in portal
  • client and practice dashboards under development

Really too much to detail…

We are in talks with TaxFiler to integrate with them once their API is functional which will make this an end to end integrated solution if you are dealing with lots of small clients.

The system has been in use for several years now and is going to be commercialised over the next 6-8 months and has been in use by a number of practices now. one beta tester practice actually immediately saved the wages of an administrator due to simply using the document signing portal system.

Although under constant development this system is the only tool used to manage multi-office practices and small one band businesses.

If interested please email enquiries@easy-practice.co.uk giving your contact details and we can give you a demo and see if this might be of use to you.

We are looking for further feedback on what is important to running your practice before we go fully live and the initial testers will get a years free use for as many staff as they want.