working papers/incomplete software for accountants?
Hi, I am new to this so bear with me! I am in the process of setting up a new practice and acquiring clients and wondered if there is any software out there that will eliminate excel worksheets. I currently use these and bespoke them for each client. I use sage for some things but am looking at buying Iris for the accounts/tax etc but am trying to save time at the lower end where I have a client who has manual/incomplete records. I have searched on here and can see VT accounts software and Caseware. Does anyone know anything about these or have any other ideas?
Thankyou.
Digita Accounts Production
I set up my own practice last year and have some incomplete record clients.
I use Digita software and their Accounts Production software allows you to recreate a cashbook as well as prepare the statutory accounts.
It is integrated with tax and practice management software like IRIS is and I think you'll find it's a bit cheaper than IRIS. I used to be an IRIS user with my previous practice but was more impressed with Digita.
I've used Digita for the past year and I'm still impressed with the product and keep discovering even more that it can do, thanks to my excellent account manager there.
If you want to talk further about Digita, do contact me!
Starting out
VT is brilliant, and ypu won't go wrong with Moneysoft payroll manager or BTC tax software that integrates seamlessly with VT. I see BTC now offer flexible payment options.
VT final accounts and TaxCalc
I would not recommend anything else
VT plug into Excel and is very flexible. TaxCalc is intuitive plus they will provide a CRM module
if you do payroll, I recommend 12pay
other members might have different opinions