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Practice Management Systems

I am looking to upgrade our practice management system as the current system is not good enough for modern practices. I am looking for a large system for approx 100 users that ideally has the following:

1. Time and fees.

2. Job and staff scheduling, and tracking.

3. Document management - I see this as an opportunity to go paperless. This should include email communication management as well.

4. Contact management -  the ability to view a client/contact with all associated documents and communication (l guess this is linked to document management).

5. Possibly personal tax. This is not vital but I would be interested in upgrading our current personal tax system if the new system has a better personal tax tax module.

All of the above should be running in a single integrated database rather than separate loosely linked modules.

I am not looking to upgrade our audit, accounts production and corporation tax system.

I would appreciate any recommendations from users of systems with similar functionality.

Thanks

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By gstoker
11th Feb 2010 16:33

Take a look at CCH

Hi

Suggest you have a look at the CCH (or whatever they're called now) products.

VPM is the best practice management system I've seen around and I've used it in a 60 staff practice for 10 years now.  It's very adaptable as well.  

They also have a good document management solution that looks like it'll fit all your requirements.

Would definately take a look at the CCH products when you're shortlisting.

Good luck

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11th Feb 2010 21:50

logical office

Have a look at Logical office too.

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By Anonymous
12th Feb 2010 10:14

CCH

Thanks for the replies.

CCH (previously Viztopia/MYOB) practice management is the system that I am actually trying to replace. The document management system (Singleview) looks very good. The actual practice management system has been given a modern .net front end but the guts of the system is very outdated, not user friendly or easy and reporting is primitive. Support has gone downhill since CCH took over from MYOB. For a CRM system, it is not even possible to run an email marketing campaign from CCH!

I will take a look at Logical Office.

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By nigel
12th Feb 2010 13:39

Look at the IT Faculty guide

The ICAEW IT Faculty published an excellent guide on Practice Management software last year - OK, I admit it, I wrote it! It includes all the main players and lists the features. If someone in your firm is a member of the IT Faculty they will have a copy.

I think the overall these of the report was integration. PM tends to the the poor relation of the fee-earning accounts and tax software packages. Historically the providers of the best accounts and tax packages have not had a great PM offering. My firm has ploughed a lonely furrow down the 'best of breed' route, but with the current market I'm not sure we would do the same if we were starting out again today. Integration has a lot of advantages, but you need to be sure that your firm is happy with all the component parts first.

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By Anonymous
12th Feb 2010 21:26

CCH Developments

Not sure how recently you last looked at CCH but they're investing vast amounts in the whole suite, CRM, new campaign management, opportunity management and bulk emailing facilities being imminent.  Accounts Production phase 1 development is complete with further phases already mapped out.  The Personal Tax solution has traditionally been their cornerstone although the .NET version made a shaky introduction it is now leading the way forwards once again, the reporting tool within Personal Tax is fantastic and my Account Manager tells me they're looking to use this same tool across the suite so this may help with your reporting issues as it will be possible to report across all the modules of Central(Tax, Accounts, etc.. .).  I've attended focus groups for CCH Document Management and the new Document Management fully integrates with Central and looks extremely promising.  It may be worth trying to understand where CCH are with their developments.     

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By Anonymous
15th Feb 2010 11:31

CCH Developments?

Not sure how recently you last looked at CCH but they're investing vast amounts in the whole suite, CRM, new campaign management, opportunity management and bulk emailing facilities being imminent.  Accounts Production phase 1 development is complete with further phases already mapped out.  The Personal Tax solution has traditionally been their cornerstone although the .NET version made a shaky introduction it is now leading the way forwards once again, the reporting tool within Personal Tax is fantastic and my Account Manager tells me they're looking to use this same tool across the suite so this may help with your reporting issues as it will be possible to report across all the modules of Central(Tax, Accounts, etc.. .).  I've attended focus groups for CCH Document Management and the new Document Management fully integrates with Central and looks extremely promising.  It may be worth trying to understand where CCH are with their developments.     

CCH seem to make a lot of promises that are not delivered. Accounts production is slow and cumbersome. Updates are too slow. ".Net veriosn of personal tax made a shaky introduction" - I think that is a major understatement.

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By Anonymous
17th Feb 2010 08:20

Practice Management

Hi,

If your looking for a best of breed product which works on a stand-alone baisis then take a look at Digita, or now Thomson Reuters. They provide a full suite of products which has won many awards, but also provide excellent support due to 70 % of the support team having been in practice.

The Personal Tax product is amazing, which is backed up by it winning the Lexux Nexus Taxation award for it being the best system within the market. I believe they have won it 3 times, and thats no mean feat.

This again can be used on its own as 'best of breed' or be fully integrated. Guess it grows with your firm.

The practice system they use is called Digita Practice Management and it does all what you want it to do, plus alot more. Its also very intuitive and easy to use as looks very much like the Microsoft look and feel.

They are well priced too.

Well worth looking at  www.digita.com

Hope it was of some help.

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