I've been trawling historic posts around CRMs and done a lot of browsing of websites for Senta, Accounting Manager, Practice Ignition etc but still at a loss as to what to use!
Is there anyone else out there as a sole practitioner running more as a virtual FD/consultant type business rather than bookkeeping/accountancy?
As a sole practioner, I don't need to know what my staff are up to, nor am I chasing clients for data to do VAT returns. However, I do want to be able to:
- Send quotes/proposals/ICAEW LoE through an online portal that they can then e-sign
- Complete KYC/AML checks, requesting client uploads documents to a tool, for example
Is this an easy request for one of these systems or will I need to stick to manual process, scanning documents and saving on my cloud drive?