Share this content
2

Accounting software help

Xero add ons

Didn't find your answer?

Hi,

 

I have a small accounting practice, i use xero for bookeeping and taxcalc for returns and accounts etc.

 

I have looked at numerous softwares but cant find the perfect software that would do all of the following:

CRM - for standard letters and emails etc, client history etc

Somewhere to log all client information such as UTR, PAYE and office references etc

Work flow - deadlines, allocations etc

Time sheets entry - to track time on clients to then calculate bills.

Ideally something which all intergrates with Xero would be perfect. I have looked at Xero Practice Manager but find it hard to use for the price.

Also something online / cloud based.

Any suggestions would be greatly welcomed.

 

Thank you.

 

Aaron

Together We Count

Replies (2)

Please login or register to join the discussion.

Man of Kent
By Kent accountant
19th Mar 2017 19:54

Have a look at some of the new Practice Management software providers - mTrio, Senta and Prosper.

Thanks (0)
Replying to Kent accountant:
avatar
By Together We Count
20th Mar 2017 12:01

hi,

really appreciate these, I am looking into Prosper and Senta.

thank you.

Thanks (0)
Share this content