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)
- 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.