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.
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- VAT Invoice 165 5
- Error in past Corporate tax return 368 6
- General tax book with planning 168 2
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- 2013/14 failure to submit end of year submission 292 11
- Gift of property & improvements 125 2
- Company overdue but wants to be struck off 811 32
- IHT and Swiss Property 134 1
- Sale of house with planning permission - tax free? 231 3
- Vat code for journal entries of director's expenses 161 2
- Claiming VAT and missing receipts 466 10
- HMRC overreaching its powers -again against a small surveying firm? 385 8
- Help with tax codes on Sage 264 1
- Letting relief on property transferred to a spouse 195 6
- VAT code for invoice from not VAT registered company 260 4
- Accounting for a finance lease 170 4
- SA302's anyone?? 546 16
- A change from the old Q v NQ debate 1,652 41
- Renting for military reasons 200 2
- Skandia using wrong address 1,621
- Nil Rate Band Trust - index linked debt by way of charge over property 901
- International interest certificate 512
- NOVA 368
- Have we escaped Gift with Reservation of Benfit & Pre-owned asset charges? - Gift after benefit 299
- Management expenses for investment company 264
- Bonus Bonds 262
- Entertainer withholding tax in Australia 175
- tax on apprenticeship income 174
- P11D benefit received by widow 153