Accountant Practice Management Suite

Buhir_the_BookkeeperBuhir_the_Bookkeeper Cardiff & BristolRegistered Posts: 17
Hi

Does anyone use a practice management suite that they can reccomend and why?
I have used Capium but it is difficult to learn and slow. I was thinking of going to XERO if anyone is using a PM suite with xero that they can reccomend as well.

I need it for ;
Deadlines & tasks
Invoicing and timebilling
Mail merge and document sharing
Digital siginig of documents

With thanks and have a lovely day

Comments

  • aat2200aat2200 Registered Posts: 21
    Digita?
  • TreadStoneTreadStone Feels At Home AAT Licensed Accountant Posts: 279
    I haven't tried either but Accountancy Manager and Senta both seem to be well thought of.
  • sas2018sas2018 MAAT, AATQB Posts: 3
    Try Quickbook, they are offering free one day class room training. After this you can decide if you like to go with quickbook or any other software.
  • TreadStoneTreadStone Feels At Home AAT Licensed Accountant Posts: 279
    sas2018 said:

    Try Quickbook, they are offering free one day class room training. After this you can decide if you like to go with quickbook or any other software.

    Can't say I've heard of it. Are you a user ?
    MarieNoelle
  • sas2018sas2018 MAAT, AATQB Posts: 3
    Yes I went for one day free training which was quite good. Best thing is check their website and see if they are providing all the services which you required.
  • TreadStoneTreadStone Feels At Home AAT Licensed Accountant Posts: 279
    Google can't find it.....
  • AAT_TeamAAT_Team Administrator Posts: 427
    @TreadStone @sas2018 QuickBooks, you mean?
  • TreadStoneTreadStone Feels At Home AAT Licensed Accountant Posts: 279
    AAT_Team said:

    @TreadStone @sas2018 QuickBooks, you mean?

    That's what I was thinking......
  • sas2018sas2018 MAAT, AATQB Posts: 3
    Yes, that's right
  • burgburg Experienced Mentor GloucesterModerator, FMAAT, AAT Licensed Accountant Posts: 1,419
    We use a combination of systems to achieve what you want

    Deadlines & tasks - www.whatsglide.com
    Invoicing and timebilling - We don't keep timesheets but this function is possible in Glide and it will link to Xero.
    Mail merge and document sharing - No mail merge as we very rarely write any letters it's auto emails using Glide. Document sharing via Iris Openspace
    Digital siginig of documents - We currently use Adobesign but are looking at changing over to Iris openspace to reduce the number of different systems.
    Regards,

    Burg
  • Buhir_the_BookkeeperBuhir_the_Bookkeeper Cardiff & BristolRegistered Posts: 17
    Dear All thanks for your useful and helpful information.

    I am trialing Accountancy Manager at the moment. It seems to have everything we need. I will keep you posted and let you know how things went.

    Its 40.00 per month per user but seems to have all the area covered in detail

Sign In or Register to comment.