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Is there life after Digita?

Is there life after Digita?

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Over the past few years I have become more and more disenchanted with Digita and their Personal Tax software.

For example, many times I have complained that I have been used as an uncompensated guinea pig for bugs.

Sadly, having been a customer for about 25 years, since the days of PTP (Personal Tax Planner) the time has come for us to part.

Unfortunately, the happiness and requirements of the customer is no longer paramount as Digita, being now part of Thomson Reuters, has outgrown my small practice. Customers must now fit in to Digita's requirements and there is no longer any flexibility. A great shame.

The one thing which has held me back from changing sooner is not knowing what other tax software will allow me to import the data from Digita Taxability Pro or Personal, Business and Trust Tax, as it is now known. If I cannot import the data then I am faced with the daunting task of inputting each client's data one by one which is both time consuming and laborious.

If anybody has had similar issues or knows of such a company, I shall be all ears and eyes.

Thank you.

Replies (7)

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By ShirleyM
13th Oct 2011 17:51

Not Digita

But we swapped from Sage to TaxCalc a couple of years ago.

It takes but a couple of minutes to set up a client in TaxCalc, and can mostly be done by someone in Admin, it doesn't need tax knowledge to set up the basic info.

I have also looked at BTC software ... and I know you can import client data into their CRM from a simple Excel/csv file, and then I think (but am not sure) that the basic client data in the tax software is updated from the CRM.

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