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7
2009

Is there life after Digita?

Over the past few years I have become more and more disenchanted with Digita and their Personal Tax software.

For example, many times I have complained that I have been used as an uncompensated guinea pig for bugs.

Sadly, having been a customer for about 25 years, since the days of PTP (Personal Tax Planner) the time has come for us to part.

Unfortunately, the happiness and requirements of the customer is no longer paramount as Digita, being now part of Thomson Reuters, has outgrown my small practice. Customers must now fit in to Digita's requirements and there is no longer any flexibility. A great shame.

The one thing which has held me back from changing sooner is not knowing what other tax software will allow me to import the data from Digita Taxability Pro or Personal, Business and Trust Tax, as it is now known. If I cannot import the data then I am faced with the daunting task of inputting each client's data one by one which is both time consuming and laborious.

If anybody has had similar issues or knows of such a company, I shall be all ears and eyes.

Thank you.

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13th Oct 2011 17:51

Not Digita

But we swapped from Sage to TaxCalc a couple of years ago.

It takes but a couple of minutes to set up a client in TaxCalc, and can mostly be done by someone in Admin, it doesn't need tax knowledge to set up the basic info.

I have also looked at BTC software ... and I know you can import client data into their CRM from a simple Excel/csv file, and then I think (but am not sure) that the basic client data in the tax software is updated from the CRM.

Not the answer you were looking for, but I hope it is some help.

Thanks (2)
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By thacca
13th Oct 2011 20:55

BTC

I know when I switch from PTP to BTC they had a facility to import data from PTP. From memory it took a few clicks of the mouse. Maybe they have a similar facility for Digita.

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14th Oct 2011 10:36

.

I would imagine any provider you select will have facility to import data. Try calling your prospective providers.

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14th Oct 2011 10:57

Greener Grass

There's always going to be a bit of hassle.  Most packages will let you import a certain amount of standing data (name, address dob, NINo, UTR etc) but you'll be very lucky if you can import the fact that they have 100 shares in Santander automatically.

Having spent 14 years with Sage (well IBIS->Apex->Sage) I feel that I'd love to swap, but there's two things against - the importing issue is one, but we might be able to get around that and just leave one machine equipped with old Sage for accessing old records and old Returns.  The second thing is that we're all very used to Sage and its eccentricities and we're very fast with it now.  Why go through the delights of a learning curve for another product which will have its own different foibles?

Sage is expensive but it does have quite good tools for Return management etc.  I figure we might be able to save ourselves several hundred pounds, but not be able to justify the time taken.  The irony is that it's Digita that we have often considered going over to, having played with (and not liked) Taxcalc.  For us it's a case of trying to be content with the grass in our field and stop wasting time looking over the fence.  Just keep munching.

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By chatman
14th Oct 2011 14:28

Don't Waver

I left Digita and never looked back. It saves me hours every week. I re-input everything.

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By Monsoon
14th Oct 2011 14:32

To Digita and back again

I switched from VT/Ftax, to Digita, and then promptly back again.

Like Chatman, I never looked back. I thought by paying more for integration it would save time and increase productivity. I was wrong.

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TaxCalc

 

Hi Simon, Here at TaxCalc, we have a range of professional products, all with unlimited returns and free unlimited UK based support. If you are able to generate a csv file of individuals' data for the first page of the tax return then TaxCalc can certainly import these details and create the SA100 returns for each client imported. We can provide you with a template csv file with the columns titles laid out for you. Please feel free to take a look at our demo and see what you think. We would love to hear your feedback. https://taxcalc.com/products/info.php?prodId=1127 If you have any queries, please do not hesitate to contact us on 0845 5190 883. Kind regards, Kate PooleMarketingTaxCalc

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