Cloud mania?

Anyone found a perfect set up?

Didn't find your answer?

So I start off with Xero; and so do my clients. I want to build an infrastructure of helpful Apps around me, that talk to each other seamlessly, to run my Practice (PM, Accounts, Tax, Payroll, document sharing, the usual offering).

Xero PM/Papers is not geat at the mo IMHO but they're promising Xero HQ (although detail at this stage seems slim).

I looked at inSightly for CRM, Practice Ignition for new clients, Zendesk for ticketting, google apps for the rest including doc sharing and e-approval.

As another idea, I've also looked at Capium (looks great but doesn't integrate with the Xero world) and also Digita (although not truely Cloud yet, although there is the Virtual Office and it integrates with Xero). 

My search continues with the endless Apps available, all promising great things, but in the meatime:

Interested to hear if anyone has arrived at a set-up that really works for them?

thanks,

Replies (5)

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By In a Daze
19th Jul 2016 15:02

I have a good setup however, i only deal with the pub trade and associated businesses.We do all the Bookkeeping, Year End,Stocktaking and Payroll for our clients.
we use a number of software providers to make life easier. If i was in general practice i would consider xero although it is quite expensive as you can create a software package for almost any client.

Thanks (1)
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By Harrison88
20th Jul 2016 16:38

It's about creating a balance between costs, features and efficiency. A lot of cloud apps seem to be 3 years behind and charge the Earth for 1GB of data.

Instead, I've prioritised which bookkeeping apps my clients would find easiest and most relevant to use. Then I fit my apps around that. E.g. I'm looking at CapsuleCRM for its integration to Google Apps and FreeAgent (which I would use to bill clients). For the Tax & accounting side I'm looking at TaxFiler. For document management I think I'm going to be stuck with Iris OpenSpace and its extortionate charges.

How are you doing document approval with Google Drive?

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Teignmouth
By Paul Scholes
20th Jul 2016 22:45

Think you may have to bide your time here, integration of apps is coming (see Zapier) but it has a way to go yet.

PS Harrison88: I was one of the first Iris Openspace users and have never paid a penny for it?

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Replying to Paul Scholes:
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By Harrison88
21st Jul 2016 09:40

Non-IRIS users can get 1GB of space for free, which is great, but files build up quickly and £5 for 1GB is a bit rich considering DropBox/Google Drive/most decent webhosts will offer 10x the space for that price. It depends how much you want to keep in the cloud.

My perfect document management solution would use Google Drive/DropBox for all files including working docs and allow me to mark certain files for electronic signature. There are a few apps which allow this but come with a premium price tag of $40+ per month.

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Replying to Harrison88:
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By Harrison88
21st Jul 2016 09:41

Forgot to mention, OpenSpace also doesn't integrate with FreeAgent/Clearbooks like RightSignature/Hello Sign/etc does.

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