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Best practice management software?

Best practice management software?

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Any advice on which practice management software I should go for? I can get XPM for free but much prefer accountancy manager. Just trying to decide if it's worth paying £100 per month for.

I don't use timesheets, I work on a fixed fee basis and XPM does seem to be focussed on time recording.

I need it as a means of storing customer data, sending mailing lists, task/deadline management and sending letters of engagement.

XPM doesn't allow you to send group emails (unless you buy an add-on like mail chimp). 
 

What's everyone's thoughts on XPM? Good for deadline management? 
 

is there any other software that you would recommend?

Replies (14)

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By tltodman
14th Sep 2021 10:59

Senta is working for me - that's about £30p/m (less if you pay annually)

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By tracyannw
14th Sep 2021 11:08

Another vote for Senta, its really good and not overly expensive.

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Replying to tracyannw:
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By Chris Maslin
14th Sep 2021 12:42

tracyannw wrote:

Another vote for Senta, its really good and not overly expensive.


^^what she said :)
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Replying to tracyannw:
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By Winnie Wiggleroom
14th Sep 2021 16:25

How much is Senta for 3 users?

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By williams lester accountants
14th Sep 2021 14:59

How many users do you need? I assume 3 or more if AM is costing £100 per month.

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Replying to williams lester accountants:
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By Kevinmck14
14th Sep 2021 15:22

Yes 3 users

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By wilcoskip
14th Sep 2021 15:46

I'm doing an extended trial with Senta at the moment. It's very good.
But I'm also very tempted by Karbon - try out the triage/to-do-list/delegate system that's linked to your email. It's quite stress-relieving.

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Slim
By Slim
14th Sep 2021 18:58

When I trialled senta I thought it was good but with IRIS I wouldnt bother now

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Replying to Slim:
ALISK
By atleastisoundknowledgable...
15th Sep 2021 06:43

Good point re IRIS

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By andocsky.aol.com
21st Sep 2021 09:50

I started with senta just when the iris announcement came out and they lost all the data from when I started using it. Something to do with a previous trial I had. It was the end of tax season (January) and lost e-signed tax returns among other documents. Swiftly quit and got a refund. Still searching....

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By paulcolman
21st Sep 2021 11:14

I've tried most of them. CentreCRM works the best for me.

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Replying to paulcolman:
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By djn
21st Sep 2021 12:01

paulcolman wrote:

I've tried most of them. CentreCRM works the best for me.


I hadn't heard of this previously.
Just taken a look and seems to do the job.
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By North East Accountant
21st Sep 2021 11:58

Karbon is pricey but has lots of good features.

Pixie is very cheap for what you get.

AM is easier out of the box.

Senta is more configurable. I know it's now an Iris company but at least it won't go bust.

Get a trial of all of them and see which one works best for you as it depends on precisely what you are after as every practice is unique.

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By BJNATHAN
22nd Sep 2021 15:57

Senta for me. Huge amount of customisation. You will really get out of Senta what you are prepared to invest in time rather £.

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