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Cloud based tax software..

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Just got off the phone to Iris where i was told they are discontinuing web based Opentax after this year (apparantly there is only me who likes it), and I won't be able to do 16/17 SATR's until the first week in June. They have an alternative 'Keytime' but this is desktop based and not available on Mac.

This poses problems for me as my staff work remotely and a lot of my sole trade clients are CIS rebates, and definately not going to wait until June for me to file their returns.

Can anyone recommend a good web based solution that I can switch to? For internal process purposes it must be browser based and not desktop software but hosted in the cloud.

Thanks in advance.

Replies (39)

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Teignmouth
By Paul Scholes
27th Apr 2017 13:30

Let me be the first to recommend Taxfiler.

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Replying to Paul Scholes:
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By dantray
27th Apr 2017 13:54

THanks Paul. I did look at that, but at £15 a month unlimited returns seems insane - I worried it would be a case of getting what I pay for...

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Replying to dantray:
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By legerman
27th Apr 2017 14:09

dantray wrote:

THanks Paul. I did look at that, but at £15 a month unlimited returns seems insane - I worried it would be a case of getting what I pay for...

In this case no, it's a good bit of kit and relatively simple to use.

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Replying to dantray:
By Tim Vane
27th Apr 2017 14:18

dantray wrote:

at £15 a month unlimited returns seems insane - I worried it would be a case of getting what I pay for...

No, it's IRIS prices that are insane. Of the cloud products on the market, OpenTax has the worst performance, the least functionality, is the slowest to be updated (all the others were ready for 2017 before April) and is by far the most expensive. It can't really compete, which is presumably why Iris are killing it off.

Whichever cloud product you move to you will be getting an upgrade and saving a wedge of cash to boot.

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Replying to Tim Vane:
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By dantray
27th Apr 2017 15:12

The price of open tax was never much of a problem really, 50 returns for £260 or whatever it was i paid was a no brainer in comparison to fee charged for actually preparing the return.

It really annoyed me when they said i couldn't file returns until early June. I also use Digita personal tax and, like you say, that was ready ages ago...

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Replying to dantray:
RLI
By lionofludesch
04th May 2017 12:39

dantray wrote:

The price of open tax was never much of a problem really, 50 returns for £260 or whatever it was i paid was a no brainer in comparison to fee charged for actually preparing the return.

Is that better than 50 returns for a tenner (+VAT) a month ?

If so, I need a new accountant.

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Replying to dantray:
RLI
By lionofludesch
04th May 2017 17:40

Doh !! Doubled up again !!

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Replying to dantray:
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By sbayliss
27th Apr 2017 14:24

I've had a look at the various systems and I agree that TaxFiler's cost does make you wonder, not least whether they'll be able to support and improve the system going forward.

Please see my comment on this thread for my views on the various options available:

https://www.accountingweb.co.uk/any-answers/alternatives-to-iris-opentax

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By pjd17mini
27th Apr 2017 14:12

Another endorsement for taxfiler from me. We moved from Drummohr to that and wish we had done it sooner!

P

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By JMT21
27th Apr 2017 14:14

I've recently started using Gbooks and I'm pleased so far. The system is very easy to use, it's all fully integrated and the support is good.

It's definitely worth a trial.

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Replying to JMT21:
Tornado
By Tornado
27th Apr 2017 22:56

Having been let down badly by IRIS Opentax, I am interested in GBooks, particularly as it is entirely cloud based, apparently developed as an integrated suite, well priced and a Book-Keeping module will be available soon.

Any further views about GBooks would be appreciated.

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By ireallyshouldknowthisbut
27th Apr 2017 15:26

RE Tax filers model, its very simple

Sell a huge amount of product at a low cost.

As contrast to selling small numbers of high priced units (IRIS etc al)

Given development costs of software are fairly fixed and marginal costs per user very low both models are valid.

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By exceljockey
27th Apr 2017 16:20

I will also enthusiastically endorse Taxfiler. Been using it a couple of years now and am very happy with it.

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By dantray
28th Apr 2017 07:32

ok thanks all. i have gone with Tax Filer and just setting it up now.

On a seperate note - what do we use for document approval?

I have been using Iris openspace for a few years now which is free and does exactly what i need it to.

However, I sometimes find I need to walk clients through the process of approving the documents the first time, and for some clients who i only see once a year, it is every time I upload their return i need to call them and explain how to do it, again.

Any recommendations?

Thanks (0)
Replying to dantray:
By ireallyshouldknowthisbut
28th Apr 2017 11:39

For document approval I use a clients signature on a signature page.

Most clients can manage that without a walk through.

Most manage to email it back too, and some pop it in the post.

Sometimes low tech its a lot easier for everyone.

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Replying to dantray:
Teignmouth
By Paul Scholes
28th Apr 2017 12:24

Ironically, having lost everything else Iris in favour of Taxfiler and other cloud products, I'm sticking with Openspace for doc approval. None of my clients have ever had a problem with it and the latest improvement (multi- person approval) fills the only gap I had in its use.

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By carnmores
02nd May 2017 13:53

as one of the earliest adopters of TAXFILER - year 3 now all I can say is that its great . Nick

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By fmuk
04th May 2017 10:38

Recommend TaxCalc. They offer a fully cloud based product always updated and ready to go mid April. Have used for years and desktop version before it. Fantastic software, great customer service.
Also excellent Accounts production cloud based product.
And, no I don't work for TaxCalc.

Thanks (0)
Replying to fmuk:
By Tim Vane
04th May 2017 11:52

fmuk wrote:

Recommend TaxCalc. They offer a fully cloud based product

Er, no they don't.

fmuk wrote:

And, no I don't work for TaxCalc.

Clearly.

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Replying to Tim Vane:
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By fmuk
11th May 2017 12:14

Introducing TaxCalc CloudConnect®
TaxCalc CloudConnect is a unique service where we host your practice's data in our UK cloud data centre, providing you with secure access from any computer running TaxCalc with an Internet connection.

It's only your data that's hosted. By simply transmitting your data to and from our server over an encrypted connection, TaxCalc CloudConnect gives you desktop level performance whilst still offering a feature rich user experience.
Er that!

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Replying to Tim Vane:
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By enoryt010
24th Jun 2019 12:29

I have used TaxCalc for years, but I'm moving away to TaxFiler when my license expires because it is so expensive. It is great, but can't compete.

They do offer what they call a cloud service, but it isn't, it's a Remote Desktop service and that's an additional cost on top of an already expensive product.

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Replying to Tim Vane:
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By enoryt010
24th Jun 2019 12:29

I have used TaxCalc for years, but I'm moving away to TaxFiler when my license expires because it is so expensive. It is great, but can't compete.

They do offer what they call a cloud service, but it isn't, it's a Remote Desktop service and that's an additional cost on top of an already expensive product.

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to fmuk:
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By carnmores
04th May 2017 12:08

mid april ????

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Replying to carnmores:
RLI
By lionofludesch
04th May 2017 17:41

I was surprised too, carnmores, but not as much as you.

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By David.dgwright.co.uk
04th May 2017 11:27

Another vote for Taxfiler from me. I was with Digita for 15 years, but finally moved everything to Taxfiler last year. I spoke to one of the directors of Taxfiler before the move, I was sold when he told me he helped develop Hartley many years ago.
Support is good. The accounts module has improved in the last few months. Import from Quickbooks is good and we now use this a lot.
As for signing software, we still use Adobe, but have started to look at Hello Sign recently.

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Replying to David.dgwright.co.uk:
RLI
By lionofludesch
04th May 2017 17:43

David.dgwright.co.uk wrote:

Another vote for Taxfiler from me. I was with Digita for 15 years, but finally moved everything to Taxfiler last year. I spoke to one of the directors of Taxfiler before the move, I was sold when he told me he helped develop Hartley many years ago.

The jam people ?

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Tornado
By Tornado
04th May 2017 12:10

At the moment GBooks seems to be entirely Cloud Based, reasonably priced and integrated.

I am leaning towards GBooks at the moment but I am waiting for the Book-Keeping module to be completed (soon I think) and will then give it a trial.

I am in a difficult place at the moment as although I can use IRIS OPenTax for 2017 Individual Tax Returns (from the end of May), there will be no Partnership or Trust Returns offered at all so I am forced to use another product. IRIS want to sell me their desktop based offering in place of OpenTax which is a bit cheeky but it does make sense to move over to GBooks (or similar) over the coming year, starting with Partnership Returns and their associated individual Tax Returns.

Some feedback from GBooks users would be appreciated.

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David J Cox FCPA
By sussexbulldog
04th May 2017 13:16

Another vote for Taxfiler. Very efficient and excellent value.

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By carnmores
04th May 2017 13:45

@Tornado stop prevaricating live up to your name and go with taxfiler

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By raybackler
04th May 2017 14:20

Taxfiler - been using it for three years - great product

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By Alf
05th May 2017 09:37

I have been using Taxfiler for a couple of years for CT600s and find it a little cumbersome sometimes eg it seems to struggle with long POAs (1 long POA return took 3 weeks with almost daily emails to Support) and also property companies.

The lack of telephone support can also be a problem

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By nick farrow
05th May 2017 10:55

can data be migrated from other tax return software?

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Tornado
By Tornado
11th May 2017 12:41

fmuk wrote -

"Introducing TaxCalc CloudConnect®
TaxCalc CloudConnect is a unique service where we host your practice's data in our UK cloud data centre, providing you with secure access from any computer running TaxCalc with an Internet connection.

It's only your data that's hosted. By simply transmitting your data to and from our server over an encrypted connection, TaxCalc CloudConnect gives you desktop level performance whilst still offering a feature rich user experience.
Er that!"

I have brought this post down the page a bit to stop it getting lost.

This does confuse the situation a bit as like IRIS, are some software developers offering this cloud based data storage as a bit of a marketing ploy to disguise the fact that they do not have actual cloud based software, or is there a genuine advantage in having desktop software with cloud data storage?

In the case of book-keeping, I would have thought that using software that was cloud based was the most efficient way of assisting clients who are maintaining their own books.

Being the old stick in the mud that I am, I quite like using cloud based software, which makes my life much easier (assuming the program is working properly [IRIS take note]) and means that I do not have to keep any programs on any computer and back-up is as secure as any other method.

I will need a lot of convincing that desktop based software is better, at least for a small business like mine.

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Replying to Tornado:
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By fmuk
11th May 2017 18:47

I entirely agree with you Tornado regarding bookkeeping software, as clients need access as do the teams in the office, we use Xero and SageOne for this.
But I do believe there is an advantage using a system like TaxCalc as it will certainly give you much quicker performance and be more secure than any fully cloud based system. Personally I like the fact its on partners laptops so no need to open any web browser and all data entered is automatically synchronised with the office server and PC's. You never need to backup any of the data as its in the cloud. The client management Hub is also shared by all. I'd certainly give it a look, customer support is excellent. Cannot comment on Taxfiler as not seen it. I have used SageTax, Taxshield & Digita in the past, but TaxCalc head and shoulders above them.

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Replying to fmuk:
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By carnmores
11th May 2017 23:03

AS YOU SAID YOU CANNOT COMMENT ON TAXFILER BUT I CAN SAY THAT GENERALLY I AGREE WITH YOU RE SPEED EXCEPT THAT TAXFILER IS AS FAST IN CLOUD AS ANY DESKTOP APPLICATION (APOLOGIES LOST MY GLASSES AGAIN)

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