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.
- Did Mandela Do Enough For the Black South Africans? 65 1
- Personal returns late information - when to get tough? 1,274 16
- Concerned about RTI 2014 2,320 57
- Have i messed up? 205 6
- Sage 50 Accounts - Opening Bank Account Balance Posted to Nominal 9998 Suspense Account 455 26
- RTI and Annual Directors Salary 226 1
- End of the party for dividends? 1,140 18
- How to format a stock book 350 1
- Playstation 4 - Allowable expense or not? 2,351 31
- Disposal of property 83 2
- Tax liability of sole trader changing to partnership 121 1
- Website - Any guess on their business ... 185 2
- trading or dormant 193 4
- do I have to pay NI? 130 2
- Matching of tax return to P60 244 5
- Can you get tax deduction for legal fees on sale of debtors 203 7
- Tax Return Deadlines 319 5
- what time is it ? 505 5
- VAT chargeable or not? 155 3
- find-accountants.com 303 3
- Desperately seeking Susan, Sam or anyone with any other name 952
- Experience with Islamic investor following Sharia-compliant rules? 533
- Darwinpay Partnership Assessment 344
- Tax efficient holding company structure 271
- S464A Charge to tax: conferring benefit & BIK 258
- Investment property company accounts template 237
- auto enrolment - calculation of first pension deduction 205
- Charge out rates in London? 173
- Personal consumption by landlord 156
- Interest on Loan to a Company 154