The common question of choosing a different Practice Management software reared it's head for me recently.
After doing some research on AWEB and reading Howard Marks excellent list of options, I've test driven most.
My main considerations were:
1. Needed to be cloud based
2. Needed the ability to manage tasks/ jobs automatically if possible
3. Simple to use
4. Ability to be used as a CRM and can produce letters/ emails from fields in the system
I don't need timesheets
I narrowed it down to three, none of which are perfect (I can' find anything that is) - Affinity Live, Practice Launchpad and Workflow Max
Affinity Live looks the most comprehensive, but isn't tailored to accountants.
Is anyone using any of these three systems? If so, what is your experience and would you make the same choice again?