We want your feedback on a new cloud based Practice Management Tool
Hi,
We are a software company who have developed a piece of software which is a cloud based Practice Management Tool.
We created this in partnership with an Accountancy practice in North Yorkshire and now looking at General release.
The main features of HQ for Accountants (HQ4a) can be found at the website www.hq4a.co.uk
We would appreciate any thoughts and feedback on this.
Thanks,
Oliver
trial period
perhaps have a free trial period?
me too I tried to see how it migth help but can't tell from what's on the website
Time & Fees?
Maybe it's just not on the web-site yet, but I didn't see anything for time-recording or billing.
feedback
Hi Miketombs
Thank you for the pretty comment and the feedback..
To answer your question, the software is a CRM tool which manages and tracks accountancy jobs, highlights any overdue actions and automatically generates periodic accountancy tasks. Ontop of this is is an email system, calendar, template editor and generator and report generating tool which is fully online. There are many other features like txt messaging and mass mailing too.
We also have a demo site which is a live version of the software, I can let you have the login to that rather than the sales overview site if you like?
Oliver
trial
Hi Neutru,
We have a demo site people can have a try on..
Would you like the login details?
Oliver
Navigate
I find it very difficult to navigate the demo, I know its new to me but I couldnt get my head around it at all. Does it have a work flow section for each job (accs, payroll, vat etc) in which it can generate mail merge letters at specific steps?
time and fees
Hi Cverrier,
Time recording is due in the next update which should be out in 3 weeks, billing information for periodic jobs are set up for each client when their details are entered. HQ4a will not produce invoices at this stage (we have not had a request for this to date) but the details of compleated jobs and charges for these jobs can be produced by a report in the reporting section.
Thanks,
Oliver
mm01
Hi mm01,
Have you been looking at the HQ4A website showing screen shots or the actual demo site?
HQ4A does have work flow timelines for things like accounts, payroll, PAYE etc. These are the in the jobs section, and linked to the client files, jobs generate alerts if any aspect is overdue and jobs are automatically created monthly, quarterly or annualy dependent on the job.
Contact me if you want a guided tour of a HQ4A site.
Oliver
HQ4A demo site
Hi Neutru
The demo site is at
demo.selestial.com
Login is: Phil Informs
Password: phil
Both case sensitive.
Thanks,
Oliver
Demo site address
doesn't seem to be correct.
Thanks Peter
for the link.
HQ4A
I have had a go at the demo website and quite liked it. However, £30 per user is bit too high. For me I need two user version which would cost me £720 per year for which I can buy any desktop based software with no necessity to pay every year. I am already on hosted server so accessing from anywhere is not an issue. I would happily pay up to £15 per user even if you ask for minimum three users.
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Pretty site
The website is very pretty but I'm not sure what the software actually does. It needs a section on features. I've been trying to find some decent (and intuitive) job-tracking software and this could be it, but there's no way of telling from the site.