How to manage clients?
Hoping you can help me.
I have recently started a part time practice and now have over 20 clients and increasing week by week. Apart from the obvious such as self assessments and payroll P35 returns that are all consistent in submission times for all clients, I am struggling a little to keep track on when other tasks are due for each client, i.e when VAT return is due, CT returns, Annual return, etc.
I am looking to invest in a diary management software or a crm software in which I can set up my clients as a one off and each time a VAT return is due, it reminds me, etc.CT reminder, annual return, notes for clients, etc.
Right now, i am having to look through my list to see whether anything is due and this will become difficult if i keep growing the way I am.
- Goodie bag 54 1
- Career in Practice 86 2
- Relevant life plan 332 8
- Limited Company expenses 359 8
- Physiotherapy And Vat 184 6
- Telemarketing 148 4
- 6th March RTI deadline. Can FPS be submitted on 6th March? 128 1
- Awkward shareholder (sister) 104 1
- New tax codes for ex-employees 169 3
- how to value rental space 82 3
- Directors loan - no longer a director 316 4
- NHS PENSIONS XFER ABROAD 61 1
- We contribute a percentage of employees' salaries to a pension scheme set up by them - do we need to get involved in auto-enrolment? 451 5
- Output tax for retailer 257 6
- Partnership Tax Return £100 penalty-was a tax return due in this case? 445 11
- Budget 2015 predictions 159 4
- Failure to operate PAYE 1,931 32
- Pass-through costs - show gross or net under UK GAAP / IFRS? 95 1
- Non domicile swiss bank 124 2
- Husband Wife let property 117 1
- Possible Partnership? 593
- Tax and accounting treatment on long lease granted from freehold 499
- New Fangled Penalties 404
- Clubs and Taxable Income 328
- Purchase of property freehold - capitalisation of costs 296
- Closed PAYE schemes and auto enrolment 248
- Loans to other companies 242
- Lenovo – Superfish & Komodia – is your PC vulnerable 210
- Outsource Data Entry 203
- Moving away from CCH software 197