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.
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