We're reviewing our full software suite and looking for alternatives and trying to see what's out there and what has been tried and tested, and any useful feedback.
What we need is:
- Practice Management (incorporating Client CRM)
- Accounts
- Personal Tax
- Business Tax
- Mail Merge
- Time & Fees
- Company Secretarial & Company Formations
- Cloud Document Storage
- Anti Money Laundering
We currently use one provider and the majority of the above is integrated, with the exception of the AML software, so we're interested to to see what's currently available. Any suggestions would be appreciated.
Thanks!
Replies
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Hi, have you had a look at the CCH Software Suite for Accountants by Wolters Kluwer ??
It's fully integrated in 1 database, integrates with cloud bookkeeping software 2-way and would really fit well for your practice...
Feel free to call me on 07795602208
Thanks
Neil Parsons
Thank you Neil.
Would it be possible to add some context to this? Ie. What are you using at the moment? And what are your reasons for leaving? What size practice are you?
The reason I ask this is because I could sit there and tell you that Iris does all these things, but that's no good if you're a one man band looking to cut costs!!