I am looking for recommendations for a simple piece of cloud based software which will let me keep all contact info, mutliple emails, phone nos, etc for each client, as well as a note of all the client accounts deadlines and confirmation statement deadlines. Can anyone recommend something.
I am happy with my tax / companies house submission software, I use Trello for my to do lists and Xero for accounting. I've looked at Xero Practice Manager and its over complicated for me. I like to keep things very easy to use and simple but fit for purpose so not too simplistic.
I am struggling to find one piece of software that will do the contacts and deadlines.