Accountant Practice Management Suite
Buhir_the_Bookkeeper
Registered Posts: 36 Regular contributor ⭐
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
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
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Comments
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Digita?0
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I haven't tried either but Accountancy Manager and Senta both seem to be well thought of.0
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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.0
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Can't say I've heard of it. Are you a user ?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.
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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.0
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Google can't find it.....0
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@TreadStone @sas2018 QuickBooks, you mean?0
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That's what I was thinking......AAT_Team said:@TreadStone @sas2018 QuickBooks, you mean?
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Yes, that's right0
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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,
Burg0 -
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
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